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 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-262- 1.88% |
$14.8K - $15.9K
|
13.7K
$856K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-263- 1.02% |
$14.8K - $16K
|
25.5K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-263- 3.95% |
$14.8K - $16K
|
6.39K
$400K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-268- 5.38% |
$15.1K - $16.3K
|
4.71K
$295K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-270- 0.36% |
$15.2K - $16.4K
|
74.4K
$4.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.2% |
$15.2K - $16.4K
|
137K
$8.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-272- 1.51% |
$15.3K - $16.5K
|
17.7K
$1.11M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-272- 2.97% |
$15.3K - $16.5K
|
8.9K
$558K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-273- 1.93% |
$15.4K - $16.6K
|
13.9K
$870K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-276- 1.86% |
$15.6K - $16.8K
|
14.5K
$911K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-282- 2.8% |
$15.9K - $17.1K
|
9.79K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-284- 8.52% |
$16K - $17.3K
|
3.05K
$191K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-290- 5.38% |
$16.4K - $17.6K
|
5.1K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-291- 0.61% |
$16.4K - $17.7K
|
47.5K
$2.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$16.9K - $18.2K
|
51.7K
$3.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-300- 3.0% |
$16.9K - $18.2K
|
9.7K
$608K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-303- 0.47% |
$17.1K - $18.4K
|
63.9K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-307- 1.93% |
$17.3K - $18.7K
|
15.6K
$979K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-310- 0.06% |
$17.5K - $18.8K
|
510K
$31.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-310- 0.44% |
$17.5K - $18.8K
|
70.9K
$4.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-311- 0.14% |
$17.5K - $18.9K
|
220K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-313- 3.47% |
$17.7K - $19K
|
8.7K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-320- 8.08% |
$18.1K - $19.5K
|
3.64K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-321- 2.69% |
$18.1K - $19.5K
|
11.6K
$728K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-325- 6.32% |
$18.3K - $19.8K
|
4.82K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-330- 0.76% |
$18.6K - $20.1K
|
42.8K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-333- 1.6% |
$18.8K - $20.2K
|
20.5K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-336- 1.25% |
$19K - $20.4K
|
26.6K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-336- 8.02% |
$19K - $20.4K
|
3.86K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-339- 0.8% |
$19.1K - $20.6K
|
42.1K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-345- 4.82% |
$19.5K - $21K
|
6.82K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-345- 50.0% |
$19.5K - $21K
|
345
$21.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-355- 4.22% |
$20K - $21.6K
|
8.05K
$504K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-357- 1.03% |
$20.1K - $21.7K
|
34.4K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-359- 1.71% |
$20.3K - $21.8K
|
20.7K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-360- 0.03% |
$20.3K - $21.9K
|
1.04M
$65.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-360- 7.72% |
$20.3K - $21.9K
|
4.31K
$270K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-361- 2.12% |
$20.4K - $21.9K
|
16.6K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-365- 7.23% |
$20.6K - $22.2K
|
4.68K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-367- 0.03% |
$20.7K - $22.3K
|
1.11M
$69.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-368- 5.62% |
$20.8K - $22.4K
|
6.19K
$388K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-371- 4.36% |
$20.9K - $22.6K
|
8.14K
$510K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-376- 3.93% |
$21.2K - $22.9K
|
9.19K
$576K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-376- 1.75% |
$21.2K - $22.9K
|
21.1K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-379- 1.39% |
$21.4K - $23K
|
27K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-384- 3.07% |
$21.7K - $23.3K
|
12.1K
$758K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-385- 1.65% |
$21.7K - $23.4K
|
22.9K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-386- 5.58% |
$21.8K - $23.5K
|
6.53K
$409K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-386- 0.62% |
$21.8K - $23.5K
|
61.7K
$3.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-390- 1.55% |
$22K - $23.7K
|
24.7K
$1.55M
|