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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11M+ 83.01% |
$621M - $669M
|
24.3M
$1.53B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.07M+ 3839.51% |
$229M - $247M
|
4.17M
$262M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.2M+ 3.29% |
$180M - $194M
|
100M
$6.32B
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.69M+ 20.11% |
$95.4M - $103M
|
10.1M
$635M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.52M+ 3.95% |
$86M - $92.6M
|
40.1M
$2.52B
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
1.52M+ 60.4% |
$85.5M - $92.1M
|
4.02M
$253M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46M+ 3.83% |
$82.2M - $88.6M
|
39.5M
$2.48B
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43M+ 3.76% |
$80.7M - $87M
|
39.5M
$2.48B
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.31M+ 2028.68% |
$74M - $79.8M
|
1.38M
$86.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.01M+ 5.04% |
$56.8M - $61.2M
|
21M
$1.32B
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1M+ 4.72% |
$56.6M - $61M
|
22.3M
$1.4B
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
984K+ 5.28% |
$55.5M - $59.8M
|
19.6M
$1.23B
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
809K+ 98.34% |
$45.7M - $49.2M
|
1.63M
$103M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
729K+ 310.46% |
$41.1M - $44.3M
|
964K
$60.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
712K+ 94.05% |
$40.2M - $43.3M
|
1.47M
$92.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
702K+ 63.9% |
$39.6M - $42.6M
|
1.8M
$113M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
590KNew |
$33.3M - $35.9M
|
590K
$37.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
560K+ 124.92% |
$31.6M - $34.1M
|
1.01M
$63.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
466KNew |
$26.3M - $28.3M
|
466K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
416K+ 60.96% |
$23.5M - $25.3M
|
1.1M
$69.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
412K+ 9.16% |
$23.2M - $25M
|
4.91M
$309M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
411K+ 4.18% |
$23.2M - $25M
|
10.3M
$645M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
405KNew |
$22.8M - $24.6M
|
405K
$25.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400K+ 2.51% |
$22.6M - $24.3M
|
16.4M
$1.03B
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
398K+ 5.44% |
$22.4M - $24.2M
|
7.7M
$485M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
398K+ 5.44% |
$22.4M - $24.2M
|
7.7M
$485M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
373K+ 17.07% |
$21M - $22.6M
|
2.56M
$161M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
333K+ 8183.96% |
$18.8M - $20.2M
|
337K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
328K+ 5.41% |
$18.5M - $19.9M
|
6.39M
$402M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
318K+ 66.99% |
$18M - $19.3M
|
793K
$49.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
302K+ 2520.2% |
$17.1M - $18.4M
|
314K
$19.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
294K+ 36.11% |
$16.6M - $17.9M
|
1.11M
$69.8M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
281K+ 34.41% |
$15.9M - $17.1M
|
1.1M
$69.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
265K+ 2.26% |
$14.9M - $16.1M
|
11.9M
$752M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
261K+ 139.82% |
$14.7M - $15.9M
|
448K
$28.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
245K+ 6.75% |
$13.8M - $14.9M
|
3.88M
$244M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
217K+ 1.16% |
$12.2M - $13.2M
|
18.9M
$1.19B
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
207K+ 42.37% |
$11.7M - $12.6M
|
697K
$43.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
206K+ 16.25% |
$11.6M - $12.5M
|
1.48M
$92.9M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
206K+ 257.13% |
$11.6M - $12.5M
|
286K
$18M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
205K+ 3135.62% |
$11.6M - $12.4M
|
211K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
203K+ 7.85% |
$11.4M - $12.3M
|
2.78M
$175M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
202K+ 4.45% |
$11.4M - $12.3M
|
4.75M
$299M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
195K+ 41.78% |
$11M - $11.8M
|
661K
$41.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
194K+ 3.12% |
$11M - $11.8M
|
6.42M
$404M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
194KNew |
$11M - $11.8M
|
194K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
179K+ 37.28% |
$10.1M - $10.9M
|
659K
$41.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
178K+ 1268.91% |
$10M - $10.8M
|
192K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
176K+ 163.3% |
$9.95M - $10.7M
|
284K
$17.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
163K+ 467.42% |
$9.22M - $9.93M
|
198K
$12.5M
|