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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15.1K- 8.79% |
$850K - $915K
|
156K
$9.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-15.8K- 36.61% |
$889K - $958K
|
27.3K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.8K- 0.99% |
$890K - $959K
|
1.57M
$95.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-15.9K- 20.77% |
$896K - $965K
|
60.6K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.1K- 1.12% |
$909K - $979K
|
1.42M
$86M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 30.41% |
$925K - $997K
|
37.5K
$2.28M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-16.5K- 14.29% |
$929K - $1M
|
98.7K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.5K- 68.71% |
$933K - $1M
|
7.53K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.5K- 11.4% |
$934K - $1.01M
|
129K
$7.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.7K- 34.81% |
$943K - $1.02M
|
31.3K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17K- 1.96% |
$957K - $1.03M
|
849K
$51.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-17K- 10.68% |
$960K - $1.03M
|
142K
$8.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-17.5K- 3.56% |
$989K - $1.07M
|
475K
$28.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-17.6K- 9.25% |
$996K - $1.07M
|
173K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-17.8K- 8.24% |
$1M - $1.08M
|
198K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-18K- 0.2% |
$1.02M - $1.1M
|
9.09M
$552M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-18.7K- 12.7% |
$1.06M - $1.14M
|
129K
$7.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.6K- 4.32% |
$1.1M - $1.19M
|
433K
$26.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20K- 18.81% |
$1.13M - $1.22M
|
86.3K
$5.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-20.1K- 3.33% |
$1.13M - $1.22M
|
584K
$35.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20.2K- 1.25% |
$1.14M - $1.23M
|
1.6M
$96.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-20.3K- 39.39% |
$1.15M - $1.23M
|
31.2K
$1.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.4K- 1.89% |
$1.15M - $1.24M
|
1.06M
$64.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 19.15% |
$1.15M - $1.24M
|
86.3K
$5.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-20.9K- 15.72% |
$1.18M - $1.27M
|
112K
$6.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 4.18% |
$1.21M - $1.3M
|
490K
$29.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-21.4K- 2.35% |
$1.21M - $1.3M
|
888K
$53.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-22.3K- 3.48% |
$1.26M - $1.35M
|
618K
$37.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-22.8K- 18.12% |
$1.29M - $1.39M
|
103K
$6.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23.1K- 19.16% |
$1.3M - $1.4M
|
97.4K
$5.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-23.6K- 2.4% |
$1.33M - $1.44M
|
960K
$58.3M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 4.41% |
$1.33M - $1.44M
|
513K
$31.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-24K- 3.05% |
$1.35M - $1.46M
|
761K
$46.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-24.3K- 3.76% |
$1.37M - $1.48M
|
622K
$37.7M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-24.3K- 61.39% |
$1.37M - $1.48M
|
15.3K
$928K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-25.8K- 6.96% |
$1.46M - $1.57M
|
345K
$21M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-26K- 42.22% |
$1.47M - $1.58M
|
35.6K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-26.4K- 28.12% |
$1.49M - $1.61M
|
67.5K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-27.2K- 79.77% |
$1.54M - $1.66M
|
6.91K
$419K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-28.3K- 4.03% |
$1.6M - $1.72M
|
673K
$40.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1K- 42.41% |
$1.64M - $1.77M
|
39.5K
$2.4M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29.3K- 47.46% |
$1.65M - $1.78M
|
32.4K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-30.5K- 2.76% |
$1.72M - $1.85M
|
1.07M
$65.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-31.7K- 4.8% |
$1.79M - $1.93M
|
628K
$38.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.9K- 34.3% |
$1.8M - $1.94M
|
61K
$3.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.5K- 5.62% |
$1.89M - $2.03M
|
562K
$34.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-34.3K- 2.9% |
$1.94M - $2.09M
|
1.15M
$69.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34.6K- 95.33% |
$1.95M - $2.11M
|
1.7K
$103K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-35KClosed |
$1.97M - $2.13M
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-35.4K- 12.62% |
$2M - $2.15M
|
245K
$14.9M
|