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
|
North Star Asset Management Inc
|
SELL
|
- |
-41.1K- 59.65% |
$2.32M - $2.5M
|
27.8K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-42.9K- 3.98% |
$2.42M - $2.61M
|
1.03M
$60.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.7K- 26.98% |
$2.46M - $2.65M
|
118K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-43.9K- 1.42% |
$2.47M - $2.67M
|
3.04M
$179M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-44.1K- 4.71% |
$2.49M - $2.68M
|
892K
$52.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-45.2K- 35.63% |
$2.55M - $2.75M
|
81.6K
$4.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-46.7K- 16.13% |
$2.64M - $2.84M
|
243K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-47.2K- 8.55% |
$2.66M - $2.87M
|
504K
$29.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-47.5K- 78.98% |
$2.68M - $2.89M
|
12.6K
$743K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-47.9K- 79.12% |
$2.7M - $2.91M
|
12.6K
$743K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-48.8K- 0.95% |
$2.75M - $2.97M
|
5.1M
$300M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-51.2K- 90.52% |
$2.89M - $3.11M
|
5.37K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-53.7K- 4.65% |
$3.03M - $3.27M
|
1.1M
$64.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-53.8K- 2.91% |
$3.04M - $3.27M
|
1.79M
$106M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-55.5K- 36.46% |
$3.13M - $3.38M
|
96.8K
$5.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-56.7K- 47.72% |
$3.2M - $3.44M
|
62.1K
$3.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-58.7K- 24.55% |
$3.31M - $3.57M
|
180K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-58.9K- 39.2% |
$3.32M - $3.58M
|
91.3K
$5.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-59.8K- 71.09% |
$3.38M - $3.64M
|
24.3K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-61K- 9.79% |
$3.44M - $3.71M
|
562K
$33.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-61.8K- 37.27% |
$3.49M - $3.75M
|
104K
$6.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-63K- 0.89% |
$3.56M - $3.83M
|
7.06M
$415M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-65K- 8.54% |
$3.67M - $3.95M
|
696K
$41M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-67.5K- 80.13% |
$3.81M - $4.11M
|
16.8K
$985K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-71.2K- 2.76% |
$4.02M - $4.33M
|
2.51M
$147M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-82.6K- 16.33% |
$4.66M - $5.02M
|
423K
$24.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-86.4K- 50.65% |
$4.88M - $5.25M
|
84.2K
$4.95M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-87.8K- 8.18% |
$4.96M - $5.34M
|
986K
$58M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-89.4K- 2.65% |
$5.04M - $5.43M
|
3.28M
$193M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-89.5K- 1.2% |
$5.05M - $5.44M
|
7.35M
$432M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-90.3K- 32.62% |
$5.09M - $5.49M
|
186K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-92.3K- 58.08% |
$5.21M - $5.61M
|
66.6K
$3.92M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-92.3K- 58.08% |
$5.21M - $5.61M
|
66.6K
$3.92M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-94.9K- 47.24% |
$5.36M - $5.77M
|
106K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-96.3K- 23.76% |
$5.44M - $5.86M
|
309K
$18.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-98.3K- 4.08% |
$5.55M - $5.98M
|
2.31M
$136M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-106K- 87.79% |
$5.99M - $6.45M
|
14.8K
$868K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-110K- 23.66% |
$6.23M - $6.71M
|
356K
$20.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-111K- 20.05% |
$6.28M - $6.77M
|
444K
$26.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-112K- 44.39% |
$6.33M - $6.82M
|
140K
$8.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-120K- 5.48% |
$6.8M - $7.32M
|
2.08M
$122M
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-126K- 89.07% |
$7.13M - $7.68M
|
15.5K
$911K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-128KClosed |
$7.22M - $7.78M
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-133K- 64.69% |
$7.52M - $8.1M
|
72.8K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-136K- 29.65% |
$7.68M - $8.27M
|
323K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-138K- 1.53% |
$7.77M - $8.37M
|
8.86M
$521M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-154K- 54.39% |
$8.67M - $9.34M
|
129K
$7.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160K- 11.4% |
$9.02M - $9.71M
|
1.24M
$73M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-161K- 8.4% |
$9.1M - $9.81M
|
1.76M
$103M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-161K- 35.17% |
$9.11M - $9.81M
|
298K
$17.5M
|