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 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.58K- 32.14% |
$371K - $400K
|
13.9K
$870K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.76K- 5.85% |
$381K - $411K
|
109K
$6.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-6.79K- 2.51% |
$383K - $413K
|
264K
$16.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.82K- 4.58% |
$385K - $414K
|
142K
$8.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.84K- 24.77% |
$386K - $415K
|
20.8K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.84K- 56.77% |
$386K - $416K
|
5.21K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.97K- 5.96% |
$393K - $423K
|
110K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.01K- 3.76% |
$395K - $426K
|
179K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.05K- 0.96% |
$398K - $429K
|
725K
$45.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.11K- 5.75% |
$401K - $432K
|
116K
$7.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7.15K- 2.51% |
$403K - $435K
|
278K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.18K- 3.97% |
$405K - $436K
|
174K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.19K- 0.63% |
$405K - $437K
|
1.13M
$70.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.26K- 1.62% |
$410K - $441K
|
442K
$27.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-7.56K- 1.53% |
$427K - $460K
|
486K
$30.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.65K- 4.61% |
$432K - $465K
|
158K
$9.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.7K- 2.22% |
$435K - $468K
|
339K
$21.2M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.79K- 50.08% |
$440K - $474K
|
7.77K
$486K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.83K- 4.11% |
$442K - $476K
|
183K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.94K- 35.3% |
$448K - $483K
|
14.6K
$912K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-8.19K- 3.94% |
$462K - $498K
|
200K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.37K- 15.32% |
$472K - $509K
|
46.2K
$2.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8.43K- 11.08% |
$476K - $513K
|
67.6K
$4.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.47K- 6.55% |
$478K - $515K
|
121K
$7.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.65K- 2.17% |
$488K - $526K
|
390K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.71K- 6.54% |
$491K - $529K
|
125K
$7.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.72K- 2.6% |
$492K - $530K
|
327K
$20.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8.8K- 1.47% |
$497K - $535K
|
591K
$37M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.84K- 2.33% |
$499K - $537K
|
371K
$23.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.89K- 7.95% |
$501K - $540K
|
103K
$6.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.89K- 6.3% |
$501K - $540K
|
132K
$8.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.89K- 35.92% |
$502K - $540K
|
15.9K
$993K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-8.94K- 1.14% |
$504K - $543K
|
774K
$48.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-8.95K- 4.23% |
$505K - $544K
|
203K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.99K- 2.34% |
$507K - $546K
|
375K
$23.5M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-9.02K- 6.69% |
$509K - $548K
|
126K
$7.87M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.13K- 4.93% |
$515K - $555K
|
176K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.15K- 18.05% |
$516K - $556K
|
41.6K
$2.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.26K- 10.75% |
$522K - $563K
|
76.9K
$4.81M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 3.84% |
$523K - $563K
|
232K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.28K- 5.38% |
$523K - $564K
|
163K
$10.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9.53K- 83.4% |
$538K - $580K
|
1.9K
$119K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.8K- 44.15% |
$553K - $596K
|
12.4K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.3K- 13.76% |
$581K - $626K
|
64.6K
$4.04M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.5K- 20.18% |
$593K - $639K
|
41.6K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-10.6K- 2.39% |
$597K - $643K
|
432K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 15.98% |
$599K - $645K
|
55.8K
$3.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.7K- 13.84% |
$602K - $648K
|
66.4K
$4.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-11K- 8.84% |
$621K - $668K
|
113K
$7.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 2.51% |
$632K - $680K
|
435K
$27.2M
|