Purchases and Sales Made in Q2 2024 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
210+ 2.09% |
$11.9K - $12.8K
|
10.3K
$643K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
207+ 0.75% |
$11.7K - $12.6K
|
27.8K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
207+ 0.14% |
$11.7K - $12.6K
|
151K
$9.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
205+ 1.7% |
$11.6K - $12.5K
|
12.3K
$769K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
205+ 0.65% |
$11.6K - $12.5K
|
31.9K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
203+ 1.95% |
$11.5K - $12.3K
|
10.6K
$666K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
202+ 6.1% |
$11.4K - $12.3K
|
3.52K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
202+ 0.61% |
$11.4K - $12.3K
|
33.3K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
192+ 2.54% |
$10.8K - $11.7K
|
7.75K
$486K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
192+ 1.32% |
$10.8K - $11.7K
|
14.7K
$922K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
184+ 0.56% |
$10.4K - $11.2K
|
33K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
183+ 0.45% |
$10.3K - $11.1K
|
41K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
180+ 97.3% |
$10.2K - $10.9K
|
365
$22.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
175New |
$9.88K - $10.6K
|
175
$11K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
172+ 0.29% |
$9.71K - $10.5K
|
59.9K
$3.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
170+ 0.2% |
$9.59K - $10.3K
|
83.2K
$5.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
166+ 1.63% |
$9.37K - $10.1K
|
10.3K
$648K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
163+ 26.08% |
$9.2K - $9.91K
|
788
$49.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
160+ 0.3% |
$9.03K - $9.73K
|
52.8K
$3.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
160+ 0.94% |
$9.03K - $9.73K
|
17.2K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
155+ 0.56% |
$8.75K - $9.42K
|
27.9K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
155+ 2.06% |
$8.75K - $9.42K
|
7.68K
$481K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
152+ 1.1% |
$8.58K - $9.24K
|
14K
$878K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
150+ 2.21% |
$8.46K - $9.12K
|
6.94K
$435K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
150+ 1.6% |
$8.46K - $9.12K
|
9.51K
$596K
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
150+ 0.06% |
$8.46K - $9.12K
|
233K
$14.6M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
148+ 0.22% |
$8.35K - $9K
|
68.3K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
148+ 0.62% |
$8.35K - $9K
|
24.2K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
145+ 3.06% |
$8.18K - $8.81K
|
4.88K
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
143+ 0.1% |
$8.07K - $8.69K
|
144K
$9.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
138+ 0.22% |
$7.79K - $8.39K
|
61.7K
$3.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
133+ 0.03% |
$7.51K - $8.09K
|
427K
$26.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
131+ 0.29% |
$7.39K - $7.96K
|
45.3K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
130+ 0.39% |
$7.34K - $7.9K
|
33.4K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
129+ 0.32% |
$7.28K - $7.84K
|
40.2K
$2.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
125+ 6.22% |
$7.05K - $7.6K
|
2.14K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
125+ 1.76% |
$7.05K - $7.6K
|
7.23K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
125+ 2.1% |
$7.05K - $7.6K
|
6.09K
$381K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
120+ 1.18% |
$6.77K - $7.29K
|
10.3K
$647K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
120+ 1.39% |
$6.77K - $7.29K
|
8.74K
$548K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
119+ 0.85% |
$6.72K - $7.23K
|
14.1K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
116+ 2.42% |
$6.55K - $7.05K
|
4.92K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
112+ 3.18% |
$6.32K - $6.81K
|
3.63K
$228K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
110+ 1.23% |
$6.21K - $6.69K
|
9.02K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
108+ 2.68% |
$6.09K - $6.57K
|
4.14K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
106+ 0.91% |
$5.98K - $6.44K
|
11.8K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100+ 1.1% |
$5.64K - $6.08K
|
9.19K
$576K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 21.76% |
$5.59K - $6.02K
|
554
$34.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
98+ 1.1% |
$5.53K - $5.96K
|
9.01K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
98+ 2.12% |
$5.53K - $5.96K
|
4.72K
$296K
|