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
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.1K- 19.99% |
$288K - $310K
|
20.4K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.11K- 6.52% |
$288K - $311K
|
73.3K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-5.12K- 16.63% |
$289K - $311K
|
25.7K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5.15K- 1.88% |
$291K - $313K
|
268K
$16.3M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.19K- 5.89% |
$293K - $316K
|
82.9K
$5.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.27K- 7.12% |
$297K - $320K
|
68.7K
$4.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.28K- 1.81% |
$298K - $321K
|
287K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.44K- 4.11% |
$307K - $331K
|
127K
$7.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.5K- 4.44% |
$310K - $334K
|
118K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.5K- 6.17% |
$311K - $335K
|
83.6K
$5.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.53K- 6.03% |
$312K - $336K
|
86.2K
$5.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.53K- 33.45% |
$312K - $336K
|
11K
$668K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.59K- 1.37% |
$316K - $340K
|
401K
$24.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-5.66K- 2.43% |
$319K - $344K
|
227K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-5.71K- 10.94% |
$322K - $347K
|
46.5K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.72K- 29.78% |
$322K - $347K
|
13.5K
$818K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-5.73K- 8.47% |
$323K - $348K
|
61.9K
$3.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-5.85K- 0.46% |
$330K - $356K
|
1.26M
$76.6M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.06K- 2.13% |
$342K - $368K
|
279K
$16.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.09K- 2.18% |
$344K - $370K
|
273K
$16.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.14K- 7.75% |
$346K - $373K
|
73.1K
$4.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6.17K- 3.18% |
$348K - $375K
|
188K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.19K- 4.95% |
$349K - $376K
|
119K
$7.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.31K- 15.76% |
$356K - $383K
|
33.7K
$2.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.58K- 32.14% |
$371K - $400K
|
13.9K
$843K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.76K- 5.85% |
$381K - $411K
|
109K
$6.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-6.79K- 2.51% |
$383K - $413K
|
264K
$16M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.82K- 4.58% |
$385K - $414K
|
142K
$8.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.84K- 24.77% |
$386K - $415K
|
20.8K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.84K- 56.77% |
$386K - $416K
|
5.21K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.97K- 5.96% |
$393K - $423K
|
110K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.01K- 3.76% |
$395K - $426K
|
179K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.05K- 0.96% |
$398K - $429K
|
725K
$44M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.11K- 5.75% |
$401K - $432K
|
116K
$7.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7.15K- 2.51% |
$403K - $435K
|
278K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.18K- 3.97% |
$405K - $436K
|
174K
$10.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.19K- 0.63% |
$405K - $437K
|
1.13M
$68.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.26K- 1.62% |
$410K - $441K
|
442K
$26.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-7.56K- 1.53% |
$427K - $460K
|
486K
$29.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.65K- 4.61% |
$432K - $465K
|
158K
$9.6M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-7.69K- 9.9% |
$434K - $467K
|
70K
$4.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.7K- 2.22% |
$435K - $468K
|
339K
$20.6M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.79K- 50.08% |
$440K - $474K
|
7.77K
$471K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.83K- 4.11% |
$442K - $476K
|
183K
$11.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.94K- 35.3% |
$448K - $483K
|
14.6K
$884K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-8.19K- 3.94% |
$462K - $498K
|
200K
$12.1M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.2K- 52.39% |
$463K - $499K
|
7.45K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.37K- 15.32% |
$472K - $509K
|
46.2K
$2.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8.43K- 11.08% |
$476K - $513K
|
67.6K
$4.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.47K- 6.55% |
$478K - $515K
|
121K
$7.33M
|