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 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
116+ 2.42% |
$6.55K - $7.05K
|
4.92K
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
112+ 3.18% |
$6.32K - $6.81K
|
3.63K
$220K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
110+ 1.23% |
$6.21K - $6.69K
|
9.02K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
108+ 2.68% |
$6.09K - $6.57K
|
4.14K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
106+ 0.91% |
$5.98K - $6.44K
|
11.8K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100+ 1.1% |
$5.64K - $6.08K
|
9.19K
$558K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 21.76% |
$5.59K - $6.02K
|
554
$33.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
98+ 1.1% |
$5.53K - $5.96K
|
9.01K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
98+ 2.12% |
$5.53K - $5.96K
|
4.72K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
95+ 0.26% |
$5.36K - $5.78K
|
36.8K
$2.24M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
95+ 0.56% |
$5.36K - $5.78K
|
17K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
94+ 0.04% |
$5.3K - $5.71K
|
228K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
91+ 2.35% |
$5.14K - $5.53K
|
3.97K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
90+ 2.46% |
$5.08K - $5.47K
|
3.74K
$227K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 10.9% |
$4.8K - $5.17K
|
865
$52.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
84+ 0.72% |
$4.74K - $5.11K
|
11.7K
$709K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
84+ 0.75% |
$4.74K - $5.11K
|
11.3K
$684K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
80+ 0.16% |
$4.51K - $4.86K
|
49.6K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
78+ 2.29% |
$4.4K - $4.74K
|
3.49K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
76+ 0.28% |
$4.29K - $4.62K
|
27K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
76+ 0.57% |
$4.29K - $4.62K
|
13.4K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
75+ 0.05% |
$4.23K - $4.56K
|
164K
$9.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
70+ 2.74% |
$3.95K - $4.26K
|
2.63K
$159K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
67+ 0.85% |
$3.78K - $4.07K
|
7.99K
$485K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
66+ 2.97% |
$3.72K - $4.01K
|
2.29K
$139K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
64+ 0.03% |
$3.61K - $3.89K
|
201K
$12.2M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
64+ 0.12% |
$3.61K - $3.89K
|
54.2K
$3.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
62+ 0.14% |
$3.5K - $3.77K
|
44.7K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
59+ 0.12% |
$3.33K - $3.59K
|
49K
$2.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58+ 0.02% |
$3.27K - $3.53K
|
254K
$15.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
57+ 0.07% |
$3.22K - $3.47K
|
79.8K
$4.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
56+ 0.59% |
$3.16K - $3.4K
|
9.63K
$584K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
56+ 0.04% |
$3.16K - $3.4K
|
130K
$7.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
55+ 1.12% |
$3.1K - $3.34K
|
4.98K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$616K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
53+ 0.11% |
$2.99K - $3.22K
|
50.1K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
53+ 0.07% |
$2.99K - $3.22K
|
74.2K
$4.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
52+ 0.39% |
$2.93K - $3.16K
|
13.4K
$813K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
51+ 0.45% |
$2.88K - $3.1K
|
11.4K
$690K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
48+ 0.34% |
$2.71K - $2.92K
|
14.3K
$869K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 0.36% |
$2.71K - $2.92K
|
13.4K
$816K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
48+ 1.11% |
$2.71K - $2.92K
|
4.37K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
47+ 0.16% |
$2.65K - $2.86K
|
28.5K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41+ 0.66% |
$2.31K - $2.49K
|
6.23K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
39+ 0.27% |
$2.2K - $2.37K
|
14.4K
$872K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
37+ 0.46% |
$2.09K - $2.25K
|
8.14K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37+ 0.27% |
$2.09K - $2.25K
|
13.5K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
36+ 0.12% |
$2.03K - $2.19K
|
28.9K
$1.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
35+ 0.07% |
$1.98K - $2.13K
|
53.1K
$3.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
34+ 0.27% |
$1.92K - $2.07K
|
12.5K
$760K
|