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 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-984- 3.85% |
$55.5K - $59.8K
|
24.6K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-999- 4.69% |
$56.4K - $60.7K
|
20.3K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-999- 0.92% |
$56.4K - $60.7K
|
107K
$6.72M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1K- 15.54% |
$56.7K - $61K
|
5.46K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 4.55% |
$57.1K - $61.5K
|
21.2K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.01K- 4.6% |
$57.2K - $61.6K
|
21K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.03K- 15.3% |
$58.3K - $62.9K
|
5.72K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.04K- 1.74% |
$58.9K - $63.4K
|
58.9K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.05K- 7.37% |
$59.4K - $64K
|
13.2K
$829K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 20.11% |
$59.8K - $64.4K
|
4.21K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.08K- 0.32% |
$60.9K - $65.7K
|
333K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.1K- 4.37% |
$62.3K - $67.1K
|
24.1K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-1.11K- 6.83% |
$62.4K - $67.2K
|
15.1K
$945K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 9.67% |
$62.8K - $67.7K
|
10.4K
$651K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.12K- 0.59% |
$63.3K - $68.1K
|
188K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 7.2% |
$64.3K - $69.3K
|
14.7K
$920K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.17K- 5.84% |
$66K - $71.1K
|
18.9K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.17K- 13.7% |
$66.1K - $71.2K
|
7.38K
$463K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 61.62% |
$66.6K - $71.7K
|
735
$46.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.19K- 1.49% |
$66.9K - $72K
|
78.4K
$4.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.19K- 2.49% |
$67.1K - $72.3K
|
46.6K
$2.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.19K- 7.81% |
$67.2K - $72.3K
|
14.1K
$881K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.19K- 17.47% |
$67.4K - $72.6K
|
5.64K
$353K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.2K- 8.98% |
$67.7K - $72.9K
|
12.2K
$762K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 17.91% |
$67.7K - $72.9K
|
5.5K
$345K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.21K- 1.13% |
$68.1K - $73.3K
|
105K
$6.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.21K- 0.67% |
$68.2K - $73.5K
|
180K
$11.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 1.26% |
$68.3K - $73.6K
|
94.8K
$5.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.22K- 2.98% |
$68.8K - $74.1K
|
39.7K
$2.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 4.88% |
$69.6K - $75K
|
24K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.24K- 1.9% |
$69.7K - $75.1K
|
63.8K
$3.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.24K- 6.76% |
$70K - $75.4K
|
17.1K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.25K- 4.36% |
$70.3K - $75.7K
|
27.3K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.25K- 4.6% |
$70.3K - $75.7K
|
25.8K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.25K- 10.88% |
$70.7K - $76.2K
|
10.3K
$643K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 5.7% |
$71K - $76.5K
|
20.8K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 0.99% |
$72K - $77.6K
|
127K
$7.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.28K- 0.34% |
$72.1K - $77.6K
|
369K
$23.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.28K- 16.13% |
$72.5K - $78.1K
|
6.68K
$418K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.29K- 7.74% |
$73K - $78.6K
|
15.4K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.3K- 2.04% |
$73.4K - $79K
|
62.3K
$3.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.31K- 4.4% |
$74.1K - $79.9K
|
28.6K
$1.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.32K- 1.48% |
$74.6K - $80.4K
|
87.8K
$5.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.33K- 2.61% |
$75.1K - $80.9K
|
49.7K
$3.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.33K- 2.36% |
$75.2K - $81K
|
55K
$3.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.34K- 1.05% |
$75.4K - $81.2K
|
125K
$7.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.34K- 8.99% |
$75.6K - $81.5K
|
13.6K
$850K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.34K- 0.86% |
$75.6K - $81.5K
|
154K
$9.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 1.58% |
$76.2K - $82.1K
|
84.2K
$5.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.35K- 8.26% |
$76.4K - $82.3K
|
15K
$942K
|