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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
95+ 0.26% |
$5.36K - $5.78K
|
36.8K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
95+ 0.56% |
$5.36K - $5.78K
|
17K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
94+ 0.04% |
$5.3K - $5.71K
|
228K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
91+ 2.35% |
$5.14K - $5.53K
|
3.97K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
90+ 2.46% |
$5.08K - $5.47K
|
3.74K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 10.9% |
$4.8K - $5.17K
|
865
$54.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
84+ 0.72% |
$4.74K - $5.11K
|
11.7K
$732K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
84+ 0.75% |
$4.74K - $5.11K
|
11.3K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
80+ 0.16% |
$4.51K - $4.86K
|
49.6K
$3.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
78+ 2.29% |
$4.4K - $4.74K
|
3.49K
$219K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
76+ 0.28% |
$4.29K - $4.62K
|
27K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
76+ 0.57% |
$4.29K - $4.62K
|
13.4K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
75+ 0.05% |
$4.23K - $4.56K
|
164K
$10.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
70+ 2.74% |
$3.95K - $4.26K
|
2.63K
$165K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
67+ 0.85% |
$3.78K - $4.07K
|
7.99K
$500K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
66+ 2.97% |
$3.72K - $4.01K
|
2.29K
$143K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
64+ 0.03% |
$3.61K - $3.89K
|
201K
$12.6M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
64+ 0.12% |
$3.61K - $3.89K
|
54.2K
$3.39M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
62+ 0.14% |
$3.5K - $3.77K
|
44.7K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
59+ 0.12% |
$3.33K - $3.59K
|
49K
$3.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58+ 0.02% |
$3.27K - $3.53K
|
254K
$15.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
57+ 0.07% |
$3.22K - $3.47K
|
79.8K
$5M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
56+ 0.59% |
$3.16K - $3.4K
|
9.63K
$603K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
56+ 0.04% |
$3.16K - $3.4K
|
130K
$8.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
55+ 1.12% |
$3.1K - $3.34K
|
4.98K
$312K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$636K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
53+ 0.11% |
$2.99K - $3.22K
|
50.1K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
53+ 0.07% |
$2.99K - $3.22K
|
74.2K
$4.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
52+ 0.39% |
$2.93K - $3.16K
|
13.4K
$839K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
51+ 0.45% |
$2.88K - $3.1K
|
11.4K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
48+ 0.34% |
$2.71K - $2.92K
|
14.3K
$897K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 0.36% |
$2.71K - $2.92K
|
13.4K
$842K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
48+ 1.11% |
$2.71K - $2.92K
|
4.37K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
47+ 0.16% |
$2.65K - $2.86K
|
28.5K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41+ 0.66% |
$2.31K - $2.49K
|
6.23K
$390K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
39+ 0.27% |
$2.2K - $2.37K
|
14.4K
$900K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
37+ 0.46% |
$2.09K - $2.25K
|
8.14K
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.27% |
$2.09K - $2.25K
|
13.5K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
36+ 0.12% |
$2.03K - $2.19K
|
28.9K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
35+ 0.07% |
$1.98K - $2.13K
|
53.1K
$3.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
34+ 0.27% |
$1.92K - $2.07K
|
12.5K
$784K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
34+ 0.28% |
$1.92K - $2.07K
|
12K
$755K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
34+ 0.25% |
$1.92K - $2.07K
|
13.6K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
34+ 0.42% |
$1.92K - $2.07K
|
8.16K
$511K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
34+ 0.28% |
$1.92K - $2.07K
|
12K
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
33+ 0.1% |
$1.86K - $2.01K
|
31.9K
$2M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
32+ 0.1% |
$1.81K - $1.95K
|
33.1K
$2.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
31+ 0.27% |
$1.75K - $1.88K
|
11.4K
$714K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
31+ 0.07% |
$1.75K - $1.88K
|
44.3K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30+ 0.26% |
$1.69K - $1.82K
|
11.7K
$734K
|