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 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-165- 0.28% |
$9.31K - $10K
|
58.3K
$3.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-168- 0.71% |
$9.48K - $10.2K
|
23.4K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-171- 3.36% |
$9.65K - $10.4K
|
4.92K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-172- 31.27% |
$9.71K - $10.5K
|
378
$23.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-175- 0.16% |
$9.88K - $10.6K
|
108K
$6.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-175- 0.84% |
$9.88K - $10.6K
|
20.7K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-179- 1.05% |
$10.1K - $10.9K
|
16.9K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-181- 1.68% |
$10.2K - $11K
|
10.6K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-181- 0.42% |
$10.2K - $11K
|
42.9K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182- 4.56% |
$10.3K - $11.1K
|
3.81K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-185- 0.47% |
$10.4K - $11.2K
|
39.1K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-189- 2.65% |
$10.7K - $11.5K
|
6.95K
$435K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-190- 0.52% |
$10.7K - $11.6K
|
36.3K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-190- 1.71% |
$10.7K - $11.6K
|
10.9K
$686K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-194- 1.07% |
$10.9K - $11.8K
|
18K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-195- 3.41% |
$11K - $11.9K
|
5.52K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.34% |
$11.1K - $12K
|
58.6K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200- 10.15% |
$11.3K - $12.2K
|
1.77K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-202- 0.48% |
$11.4K - $12.3K
|
42.2K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-203- 25.47% |
$11.5K - $12.3K
|
594
$37.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 0.38% |
$11.6K - $12.5K
|
53.5K
$3.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-207- 1.65% |
$11.7K - $12.6K
|
12.3K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-208- 3.45% |
$11.7K - $12.6K
|
5.82K
$365K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-215- 3.86% |
$12.1K - $13.1K
|
5.35K
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-219- 2.22% |
$12.4K - $13.3K
|
9.64K
$604K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-220- 0.96% |
$12.4K - $13.4K
|
22.6K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-220- 2.26% |
$12.4K - $13.4K
|
9.53K
$597K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-221- 1.56% |
$12.5K - $13.4K
|
13.9K
$873K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-221- 2.62% |
$12.5K - $13.4K
|
8.21K
$515K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-225- 13.63% |
$12.7K - $13.7K
|
1.43K
$89.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-225- 2.08% |
$12.7K - $13.7K
|
10.6K
$663K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-226- 1.06% |
$12.8K - $13.7K
|
21.1K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-229- 32.48% |
$12.9K - $13.9K
|
476
$29.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-230- 2.1% |
$13K - $14K
|
10.7K
$672K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-233- 0.07% |
$13.1K - $14.2K
|
320K
$20M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-233- 5.29% |
$13.1K - $14.2K
|
4.17K
$261K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-234- 0.6% |
$13.2K - $14.2K
|
38.5K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 7.33% |
$13.3K - $14.3K
|
2.97K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-238- 3.12% |
$13.4K - $14.5K
|
7.4K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-240- 2.31% |
$13.5K - $14.6K
|
10.1K
$636K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-248- 0.77% |
$14K - $15.1K
|
32.1K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-250- 2.25% |
$14.1K - $15.2K
|
10.9K
$681K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-250- 0.47% |
$14.1K - $15.2K
|
52.9K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-250- 0.71% |
$14.1K - $15.2K
|
35.1K
$2.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-251- 0.92% |
$14.2K - $15.3K
|
27K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-252- 1.13% |
$14.2K - $15.3K
|
22.1K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-253- 0.96% |
$14.3K - $15.4K
|
26K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-255- 5.19% |
$14.4K - $15.5K
|
4.66K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-256- 4.4% |
$14.4K - $15.6K
|
5.57K
$349K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-260- 0.12% |
$14.7K - $15.8K
|
214K
$13.4M
|