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 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-745- 0.21% |
$42K - $45.3K
|
360K
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-745- 10.16% |
$42K - $45.3K
|
6.59K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-750- 5.75% |
$42.3K - $45.6K
|
12.3K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-760- 0.69% |
$42.9K - $46.2K
|
110K
$6.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-761- 0.26% |
$42.9K - $46.3K
|
288K
$18M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-763- 0.95% |
$43.1K - $46.4K
|
79.7K
$4.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-766- 3.26% |
$43.2K - $46.6K
|
22.7K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-770- 7.87% |
$43.5K - $46.8K
|
9.01K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-770- 3.81% |
$43.5K - $46.8K
|
19.4K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-775- 0.93% |
$43.7K - $47.1K
|
82.8K
$5.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-775- 3.52% |
$43.7K - $47.1K
|
21.2K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-781- 2.3% |
$44.1K - $47.5K
|
33.2K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-783- 0.73% |
$44.2K - $47.6K
|
106K
$6.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-789- 1.0% |
$44.5K - $48K
|
78.1K
$4.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-796- 3.29% |
$44.9K - $48.4K
|
23.4K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-804- 11.63% |
$45.4K - $48.9K
|
6.11K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-805- 4.6% |
$45.4K - $48.9K
|
16.7K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-816- 18.07% |
$46K - $49.6K
|
3.7K
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-826- 0.7% |
$46.6K - $50.2K
|
117K
$7.34M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-848- 2.74% |
$47.9K - $51.5K
|
30.1K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-866- 30.32% |
$48.9K - $52.6K
|
1.99K
$125K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-870- 6.52% |
$49.1K - $52.9K
|
12.5K
$782K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-874- 8.26% |
$49.3K - $53.1K
|
9.71K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-875- 11.28% |
$49.4K - $53.2K
|
6.89K
$431K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-876- 20.39% |
$49.4K - $53.3K
|
3.42K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-876- 0.71% |
$49.4K - $53.3K
|
122K
$7.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-878- 3.37% |
$49.5K - $53.4K
|
25.2K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-885- 2.45% |
$49.9K - $53.8K
|
35.2K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-889- 0.7% |
$50.2K - $54K
|
126K
$7.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-892- 1.82% |
$50.3K - $54.2K
|
48K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-899- 1.12% |
$50.7K - $54.7K
|
79.1K
$4.96M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-903- 0.51% |
$51K - $54.9K
|
175K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-907- 1.54% |
$51.2K - $55.1K
|
58K
$3.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-920- 1.26% |
$51.9K - $55.9K
|
71.8K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-923- 0.73% |
$52.1K - $56.1K
|
125K
$7.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-927- 8.2% |
$52.3K - $56.4K
|
10.4K
$650K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-928- 3.17% |
$52.4K - $56.4K
|
28.3K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-930- 7.26% |
$52.5K - $56.5K
|
11.9K
$745K
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-930- 2.66% |
$52.5K - $56.5K
|
34K
$2.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-930- 13.68% |
$52.5K - $56.5K
|
5.87K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-932- 0.74% |
$52.6K - $56.7K
|
124K
$7.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-935- 7.09% |
$52.8K - $56.8K
|
12.3K
$768K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-936- 0.7% |
$52.8K - $56.9K
|
132K
$8.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-938- 12.08% |
$52.9K - $57K
|
6.83K
$428K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-949- 8.11% |
$53.6K - $57.7K
|
10.8K
$674K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-960- 11.47% |
$54.2K - $58.4K
|
7.41K
$464K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-969- 2.71% |
$54.7K - $58.9K
|
34.8K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-970- 4.4% |
$54.7K - $59K
|
21.1K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-971- 12.09% |
$54.8K - $59K
|
7.06K
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-982- 7.84% |
$55.4K - $59.7K
|
11.5K
$723K
|