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 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.79K+ 100.04% |
$270K - $291K
|
9.57K
$599K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 20.72% |
$266K - $287K
|
27.5K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.69K+ 4.34% |
$265K - $285K
|
113K
$7.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
4.69K+ 8.8% |
$264K - $285K
|
57.9K
$3.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.66K+ 0.5% |
$263K - $283K
|
940K
$58.9M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.62K+ 51.56% |
$261K - $281K
|
13.6K
$850K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.62K+ 5.95% |
$260K - $281K
|
82.2K
$5.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.6K+ 23.72% |
$259K - $279K
|
24K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.59K+ 6.73% |
$259K - $279K
|
72.9K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.58K+ 17.25% |
$258K - $278K
|
31.1K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 6.34% |
$257K - $277K
|
76.5K
$4.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.54KNew |
$256K - $276K
|
4.54K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.53K+ 6.0% |
$256K - $275K
|
80.1K
$5.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.51KNew |
$255K - $274K
|
4.51K
$283K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.49K+ 34.18% |
$254K - $273K
|
17.6K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
4.48K+ 18.24% |
$253K - $273K
|
29.1K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.48K+ 1.75% |
$253K - $273K
|
260K
$16.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
4.43K+ 71.44% |
$250K - $269K
|
10.6K
$666K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 4.69% |
$250K - $269K
|
98.8K
$6.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.4K+ 2.26% |
$248K - $267K
|
199K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
4.39K+ 5.52% |
$248K - $267K
|
83.9K
$5.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 21.71% |
$246K - $265K
|
24.4K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.36K+ 90.68% |
$246K - $265K
|
9.16K
$574K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4.35K+ 10.52% |
$246K - $265K
|
45.7K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.33K+ 19.56% |
$245K - $263K
|
26.5K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.33K+ 58.08% |
$244K - $263K
|
11.8K
$738K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.31K+ 2.73% |
$243K - $262K
|
162K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.29KNew |
$242K - $260K
|
4.29K
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
4.28KNew |
$242K - $260K
|
4.28K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.28K+ 2.35% |
$241K - $260K
|
186K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.25K+ 45.55% |
$240K - $258K
|
13.6K
$850K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4.25K+ 4.99% |
$240K - $258K
|
89.3K
$5.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.23KNew |
$239K - $257K
|
4.23K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.2K+ 12.24% |
$237K - $255K
|
38.5K
$2.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
4.18K+ 1.25% |
$236K - $254K
|
338K
$21.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.18KNew |
$236K - $254K
|
4.18K
$262K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$234K - $253K
|
4.16K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.12K+ 6.75% |
$232K - $250K
|
65.1K
$4.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.11K+ 2.52% |
$232K - $250K
|
167K
$10.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.09K+ 7.55% |
$231K - $249K
|
58.3K
$3.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.09K+ 6.32% |
$231K - $248K
|
68.7K
$4.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.06KNew |
$229K - $247K
|
4.06K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.03KNew |
$227K - $245K
|
4.03K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.02K+ 4.23% |
$227K - $244K
|
99.1K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
4KNew |
$226K - $243K
|
4K
$250K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4KNew |
$225K - $243K
|
4K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.98K+ 105.41% |
$224K - $242K
|
7.75K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.97KNew |
$224K - $241K
|
3.97K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.95K+ 241.91% |
$223K - $240K
|
5.58K
$349K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.95KNew |
$223K - $240K
|
3.95K
$247K
|