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 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
21.8K+ 8.16% |
$1.23M - $1.33M
|
290K
$18.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
21.8K+ 15.94% |
$1.23M - $1.33M
|
159K
$9.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
21.7K+ 10.05% |
$1.23M - $1.32M
|
238K
$15M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21.6K+ 601.7% |
$1.22M - $1.31M
|
25.2K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
21.5K+ 154.27% |
$1.21M - $1.31M
|
35.5K
$2.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
21.3K+ 9.06% |
$1.2M - $1.3M
|
257K
$16.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
21.3K+ 392.33% |
$1.2M - $1.29M
|
26.7K
$1.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21.2K+ 19.15% |
$1.2M - $1.29M
|
132K
$8.3M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
21.2KNew |
$1.2M - $1.29M
|
21.2K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
21KNew |
$1.18M - $1.27M
|
21K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.9K+ 4.92% |
$1.18M - $1.27M
|
446K
$28.1M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
20.9K+ 400.81% |
$1.18M - $1.27M
|
26.1K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
20.7KNew |
$1.17M - $1.26M
|
20.7K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
20.7K+ 9.14% |
$1.17M - $1.26M
|
248K
$15.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.7KNew |
$1.17M - $1.26M
|
20.7K
$1.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
20.5K+ 16.8% |
$1.16M - $1.25M
|
143K
$8.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.4K+ 3.09% |
$1.15M - $1.24M
|
682K
$42.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
20K+ 386.47% |
$1.13M - $1.22M
|
25.2K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.6K+ 49.32% |
$1.11M - $1.19M
|
59.5K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
19.5K+ 501.8% |
$1.1M - $1.19M
|
23.4K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
19.5KNew |
$1.1M - $1.18M
|
19.5K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 2.56% |
$1.1M - $1.18M
|
781K
$49.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19.2K+ 3.81% |
$1.08M - $1.16M
|
522K
$32.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
19.2KNew |
$1.08M - $1.16M
|
19.2K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 10.89% |
$1.08M - $1.16M
|
195K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
19K+ 13.51% |
$1.07M - $1.16M
|
160K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19K+ 6.01% |
$1.07M - $1.15M
|
335K
$21.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.8K+ 18.66% |
$1.06M - $1.15M
|
120K
$7.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18.8K+ 17.48% |
$1.06M - $1.14M
|
126K
$7.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.5K+ 245.82% |
$1.04M - $1.13M
|
26K
$1.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18.5K+ 1.57% |
$1.04M - $1.12M
|
1.19M
$75.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
17.9K+ 25.88% |
$1.01M - $1.09M
|
87.1K
$5.48M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
17.9K+ 38.98% |
$1.01M - $1.09M
|
63.8K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
17.9K+ 166.05% |
$1.01M - $1.09M
|
28.6K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
17.7K+ 12.87% |
$1M - $1.08M
|
156K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.7K+ 13.07% |
$997K - $1.07M
|
153K
$9.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.6K+ 4.15% |
$992K - $1.07M
|
441K
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
17.5K+ 285.97% |
$989K - $1.07M
|
23.7K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
17.5K+ 0.74% |
$986K - $1.06M
|
2.39M
$150M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
17.4K+ 5.7% |
$983K - $1.06M
|
323K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
17.4KNew |
$979K - $1.05M
|
17.4K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
17.1K+ 556.83% |
$964K - $1.04M
|
20.1K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.1K+ 191.25% |
$963K - $1.04M
|
26K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.9K+ 18.16% |
$953K - $1.03M
|
110K
$6.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
16.9K+ 16.56% |
$951K - $1.02M
|
119K
$7.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.8K+ 175.35% |
$950K - $1.02M
|
26.4K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
16.8K+ 10.6% |
$950K - $1.02M
|
176K
$11.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16.8K+ 55.67% |
$949K - $1.02M
|
47K
$2.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
16.6K+ 4.37% |
$939K - $1.01M
|
397K
$25M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16.6K+ 2.68% |
$938K - $1.01M
|
637K
$40M
|