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 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.38K- 4.18% |
$77.6K - $83.6K
|
31.5K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.39K- 8.63% |
$78.5K - $84.6K
|
14.7K
$922K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 4.01% |
$78.6K - $84.6K
|
33.3K
$2.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 12.85% |
$79.3K - $85.4K
|
9.53K
$596K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.42K- 14.88% |
$80K - $86.1K
|
8.1K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.42K- 3.41% |
$80K - $86.2K
|
40.1K
$2.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 5.68% |
$80.1K - $86.3K
|
23.6K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.42K- 1.05% |
$80.1K - $86.3K
|
133K
$8.34M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.44K- 0.15% |
$81.1K - $87.4K
|
986K
$61.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.47K- 1.29% |
$83.1K - $89.5K
|
113K
$7.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 1.59% |
$83.3K - $89.8K
|
91.6K
$5.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.48K- 2.64% |
$83.3K - $89.8K
|
54.5K
$3.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.48K- 6.19% |
$83.6K - $90K
|
22.5K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.5K- 4.35% |
$84.6K - $91.2K
|
33K
$2.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.5K- 4.43% |
$84.9K - $91.4K
|
32.5K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.51K- 29.92% |
$84.9K - $91.5K
|
3.53K
$221K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 17.02% |
$86.1K - $92.7K
|
7.44K
$466K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 4.32% |
$87.3K - $94K
|
34.3K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 0.36% |
$87.6K - $94.3K
|
427K
$26.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.56K- 6.07% |
$88K - $94.8K
|
24.2K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.56K- 16.76% |
$88K - $94.8K
|
7.75K
$485K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.58K- 10.44% |
$88.9K - $95.7K
|
13.5K
$845K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.6K- 0.82% |
$90K - $97K
|
194K
$12.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.61K- 4.94% |
$91K - $98.1K
|
31K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.63K- 11.1% |
$91.7K - $98.8K
|
13K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.63K- 0.15% |
$91.8K - $98.8K
|
1.07M
$66.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.63K- 11.38% |
$92.1K - $99.2K
|
12.7K
$795K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-1.64K- 1.73% |
$92.4K - $99.5K
|
93.1K
$5.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.64K- 9.63% |
$92.5K - $99.7K
|
15.4K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.66K- 0.55% |
$93.9K - $101K
|
299K
$18.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.67K- 0.47% |
$94.2K - $101K
|
352K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.68K- 2.35% |
$94.8K - $102K
|
69.8K
$4.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.68K- 3.32% |
$94.9K - $102K
|
49K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$95.7K - $103K
|
78.1K
$4.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.7K- 16.95% |
$95.8K - $103K
|
8.32K
$521K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.7K- 0.24% |
$95.8K - $103K
|
710K
$44.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 28.56% |
$96.2K - $104K
|
4.26K
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.71K- 3.58% |
$96.3K - $104K
|
46K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.74K- 2.4% |
$98.1K - $106K
|
70.7K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.75K- 1.11% |
$98.5K - $106K
|
155K
$9.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.75K- 8.85% |
$98.6K - $106K
|
18K
$1.13M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 15.88% |
$98.7K - $106K
|
9.26K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.75K- 11.68% |
$98.8K - $106K
|
13.2K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.75K- 2.47% |
$98.8K - $106K
|
69.2K
$4.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.76K- 23.64% |
$99.2K - $107K
|
5.68K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.76K- 2.68% |
$99.3K - $107K
|
64K
$4M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.76K- 76.07% |
$99.4K - $107K
|
554
$34.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.78K- 0.93% |
$101K - $108K
|
189K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.79K- 15.97% |
$101K - $109K
|
9.42K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.81K- 6.75% |
$102K - $110K
|
24.9K
$1.56M
|