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 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.82K- 12.98% |
$102K - $110K
|
12.2K
$762K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.82K- 17.29% |
$102K - $110K
|
8.69K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.85K- 3.41% |
$105K - $113K
|
52.5K
$3.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.86K- 0.98% |
$105K - $113K
|
188K
$11.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.86K- 1.71% |
$105K - $113K
|
107K
$6.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.87K- 31.24% |
$105K - $113K
|
4.11K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.88K- 15.23% |
$106K - $114K
|
10.4K
$653K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 38.16% |
$108K - $116K
|
3.1K
$194K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.22% |
$108K - $116K
|
21.3K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.92K- 22.65% |
$109K - $117K
|
6.57K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.93K- 0.53% |
$109K - $117K
|
362K
$22.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.94K- 20.86% |
$110K - $118K
|
7.37K
$461K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.95K- 1.83% |
$110K - $118K
|
105K
$6.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.95K- 1.14% |
$110K - $118K
|
169K
$10.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.96K- 13.3% |
$111K - $119K
|
12.8K
$800K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.97K- 31.0% |
$111K - $120K
|
4.39K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.99K- 10.59% |
$112K - $121K
|
16.8K
$1.05M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.99K- 10.59% |
$112K - $121K
|
16.8K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 2.08% |
$113K - $122K
|
93.9K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.01K- 1.97% |
$113K - $122K
|
99.7K
$6.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.02K- 12.87% |
$114K - $123K
|
13.7K
$858K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.03K- 20.35% |
$114K - $123K
|
7.94K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.04K- 26.14% |
$115K - $124K
|
5.75K
$360K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.04K- 4.25% |
$115K - $124K
|
45.9K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.07K- 0.66% |
$117K - $126K
|
312K
$19.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.7% |
$117K - $127K
|
121K
$7.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.09K- 0.47% |
$118K - $127K
|
446K
$27.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.09K- 34.84% |
$118K - $127K
|
3.91K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 2.86% |
$119K - $128K
|
71.4K
$4.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 3.01% |
$119K - $128K
|
67.8K
$4.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.12K- 16.66% |
$120K - $129K
|
10.6K
$664K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.13K- 1.37% |
$120K - $129K
|
153K
$9.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.13K- 7.02% |
$120K - $130K
|
28.2K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.14K- 1.76% |
$120K - $130K
|
119K
$7.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.18K- 27.09% |
$123K - $132K
|
5.86K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.18K- 9.23% |
$123K - $132K
|
21.4K
$1.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.2K- 92.63% |
$124K - $134K
|
175
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.21K- 12.61% |
$124K - $134K
|
15.3K
$957K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.22K- 11.74% |
$125K - $135K
|
16.7K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.23K- 1.62% |
$126K - $135K
|
136K
$8.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.24K- 41.91% |
$126K - $136K
|
3.11K
$194K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.25K- 2.71% |
$127K - $137K
|
80.8K
$5.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.26K- 26.57% |
$127K - $137K
|
6.23K
$390K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.28K- 1.32% |
$129K - $139K
|
171K
$10.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 12.84% |
$130K - $140K
|
15.6K
$980K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 2.21% |
$130K - $140K
|
102K
$6.38M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-2.32K- 0.91% |
$131K - $141K
|
253K
$15.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.32K- 3.36% |
$131K - $141K
|
66.6K
$4.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 1.5% |
$131K - $141K
|
152K
$9.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.39K- 1.85% |
$135K - $145K
|
127K
$7.93M
|