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 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-78- 0.52% |
$4.4K - $4.74K
|
14.8K
$926K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-79- 1.96% |
$4.46K - $4.8K
|
3.95K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-80- 5.6% |
$4.51K - $4.86K
|
1.35K
$84.5K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-81- 0.17% |
$4.57K - $4.92K
|
47.3K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-82- 0.42% |
$4.63K - $4.98K
|
19.3K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-83- 3.59% |
$4.68K - $5.05K
|
2.23K
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-84- 0.49% |
$4.74K - $5.11K
|
17K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84- 0.24% |
$4.74K - $5.11K
|
35.3K
$2.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 0.78% |
$4.8K - $5.17K
|
10.8K
$676K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-85- 1.57% |
$4.8K - $5.17K
|
5.31K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-88- 1.06% |
$4.97K - $5.35K
|
8.19K
$513K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-91- 4.98% |
$5.14K - $5.53K
|
1.74K
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-93- 0.65% |
$5.25K - $5.65K
|
14.3K
$895K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-94- 0.87% |
$5.3K - $5.71K
|
10.8K
$674K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-95- 0.51% |
$5.36K - $5.78K
|
18.7K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-95- 19.0% |
$5.36K - $5.78K
|
405
$25.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-98- 1.57% |
$5.53K - $5.96K
|
6.16K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-107- 0.98% |
$6.04K - $6.5K
|
10.8K
$675K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-109- 0.29% |
$6.15K - $6.63K
|
37.1K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-110- 0.81% |
$6.21K - $6.69K
|
13.4K
$842K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-111- 0.29% |
$6.26K - $6.75K
|
38.1K
$2.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-112- 0.49% |
$6.32K - $6.81K
|
22.8K
$1.43M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-117- 0.65% |
$6.6K - $7.11K
|
17.8K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-118- 1.29% |
$6.66K - $7.17K
|
9K
$564K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-119- 0.97% |
$6.72K - $7.23K
|
12.2K
$762K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-119- 0.73% |
$6.72K - $7.23K
|
16.2K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 1.91% |
$6.77K - $7.29K
|
6.17K
$387K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-120- 2.88% |
$6.77K - $7.29K
|
4.05K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-123- 1.81% |
$6.94K - $7.48K
|
6.69K
$419K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-125- 0.63% |
$7.05K - $7.6K
|
19.9K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-125- 2.03% |
$7.05K - $7.6K
|
6.03K
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-125- 0.83% |
$7.05K - $7.6K
|
15K
$937K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-125- 0.71% |
$7.05K - $7.6K
|
17.5K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-127- 2.76% |
$7.17K - $7.72K
|
4.47K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-127- 0.31% |
$7.17K - $7.72K
|
41K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-130- 2.45% |
$7.34K - $7.9K
|
5.17K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-130- 1.11% |
$7.34K - $7.9K
|
11.6K
$725K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-131- 0.28% |
$7.39K - $7.96K
|
47.1K
$2.95M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-132- 0.37% |
$7.45K - $8.02K
|
35.5K
$2.22M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-134- 1.63% |
$7.56K - $8.15K
|
8.09K
$507K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-135- 2.43% |
$7.62K - $8.21K
|
5.42K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-140- 1.6% |
$7.9K - $8.51K
|
8.63K
$541K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-142- 19.45% |
$8.01K - $8.63K
|
588
$36.8K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-142- 0.41% |
$8.01K - $8.63K
|
34.5K
$2.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-144- 0.71% |
$8.13K - $8.75K
|
20K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-145- 61.7% |
$8.18K - $8.81K
|
90
$5.64K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-150- 0.46% |
$8.46K - $9.12K
|
32.3K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 0.67% |
$8.46K - $9.12K
|
22.3K
$1.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-153- 1.77% |
$8.63K - $9.3K
|
8.49K
$532K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-164- 0.58% |
$9.25K - $9.97K
|
28.3K
$1.77M
|