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 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.3KNew |
$639K - $689K
|
11.3K
$713K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.2K+ 3.8% |
$634K - $683K
|
307K
$19.3M
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.2K+ 51.03% |
$629K - $678K
|
33K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11K+ 5.2% |
$619K - $667K
|
222K
$14M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8K+ 23.92% |
$609K - $656K
|
55.9K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10.8K+ 2.83% |
$607K - $654K
|
391K
$24.6M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.7K+ 8.53% |
$604K - $651K
|
136K
$8.56M
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
10.7K+ 0.92% |
$601K - $647K
|
1.17M
$73.8M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.6KNew |
$599K - $645K
|
10.6K
$668K
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
BUY
|
- |
10.5K+ 69.42% |
$592K - $638K
|
25.6K
$1.61M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.4K+ 4.0% |
$587K - $632K
|
270K
$17M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.3K+ 25.13% |
$584K - $629K
|
51.5K
$3.24M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.3K+ 1.15% |
$583K - $628K
|
911K
$57.3M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$582K - $627K
|
10.3K
$649K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.1K+ 38.91% |
$569K - $613K
|
36K
$2.27M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.91K+ 42.2% |
$559K - $602K
|
33.4K
$2.1M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.9K+ 400.0% |
$558K - $602K
|
12.4K
$778K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.85K+ 1.92% |
$556K - $599K
|
522K
$32.8M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.84K+ 21.61% |
$555K - $598K
|
55.4K
$3.48M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9.81KNew |
$554K - $597K
|
9.81K
$617K
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
9.8K+ 9.1% |
$553K - $596K
|
118K
$7.39M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9.69K+ 0.99% |
$547K - $589K
|
991K
$62.3M
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9.6K+ 0.79% |
$542K - $584K
|
1.22M
$76.7M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.56K+ 70.02% |
$539K - $581K
|
23.2K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.52K+ 82.23% |
$537K - $579K
|
21.1K
$1.33M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.39K+ 21.91% |
$530K - $571K
|
52.2K
$3.29M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.38K+ 13.24% |
$529K - $570K
|
80.2K
$5.05M
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
9.36K+ 1.32% |
$528K - $569K
|
719K
$45.3M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.2K+ 15.15% |
$519K - $559K
|
69.9K
$4.4M
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.17KNew |
$517K - $557K
|
9.17K
$577K
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.14K+ 243.01% |
$516K - $555K
|
12.9K
$811K
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.14K+ 243.01% |
$516K - $555K
|
12.9K
$811K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
9.07K+ 5.24% |
$512K - $551K
|
182K
$11.5M
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.06K+ 7.43% |
$511K - $551K
|
131K
$8.23M
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.01K+ 5.43% |
$508K - $548K
|
175K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9K+ 21.03% |
$508K - $547K
|
51.8K
$3.26M
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8.98K+ 40.33% |
$507K - $546K
|
31.2K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.97K+ 74.36% |
$506K - $545K
|
21K
$1.32M
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.85K+ 6.63% |
$500K - $538K
|
142K
$8.95M
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
8.72K+ 1.48% |
$492K - $530K
|
598K
$37.6M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.66K+ 6.23% |
$489K - $527K
|
148K
$9.3M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.65K+ 22.93% |
$488K - $526K
|
46.4K
$2.92M
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.64K+ 3.14% |
$488K - $525K
|
284K
$17.9M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.64K+ 1.17% |
$487K - $525K
|
747K
$47M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.61K+ 10.48% |
$486K - $523K
|
90.8K
$5.71M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
8.57K+ 0.6% |
$483K - $521K
|
1.44M
$90.3M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.55K+ 22.76% |
$482K - $520K
|
46.1K
$2.9M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.49K+ 9.22% |
$479K - $516K
|
101K
$6.33M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.35K+ 1.21% |
$471K - $508K
|
699K
$44M
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
8.28KNew |
$467K - $503K
|
8.28K
$521K
|