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 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.03K+ 52.61% |
$115K - $124K
|
5.9K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.03K+ 12.41% |
$115K - $123K
|
18.4K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.03K+ 3.92% |
$114K - $123K
|
53.7K
$3.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.01K+ 0.91% |
$113K - $122K
|
223K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.99K+ 11.86% |
$112K - $121K
|
18.8K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.97K+ 32.16% |
$111K - $120K
|
8.08K
$506K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 2.54% |
$110K - $119K
|
78.8K
$4.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1.94K+ 11.09% |
$110K - $118K
|
19.5K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.94K+ 0.7% |
$109K - $118K
|
280K
$17.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.93K+ 0.76% |
$109K - $117K
|
255K
$16M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.93K+ 2.42% |
$109K - $117K
|
81.5K
$5.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 1.86% |
$108K - $116K
|
105K
$6.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.92K+ 15.62% |
$108K - $116K
|
14.2K
$888K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.9K+ 44.75% |
$107K - $116K
|
6.15K
$385K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.87K+ 8.61% |
$106K - $114K
|
23.6K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.84K+ 1.66% |
$104K - $112K
|
113K
$7.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.83K+ 4.8% |
$103K - $111K
|
40K
$2.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.83K+ 14.23% |
$103K - $111K
|
14.7K
$922K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.83K+ 0.13% |
$103K - $111K
|
1.41M
$88.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 0.98% |
$103K - $111K
|
188K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.82K+ 15.69% |
$103K - $111K
|
13.4K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.81K+ 0.71% |
$102K - $110K
|
256K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.79K+ 19.73% |
$101K - $109K
|
10.9K
$680K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.79K+ 17.58% |
$101K - $109K
|
12K
$749K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.77K+ 17.19% |
$99.6K - $107K
|
12K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.75K+ 7.25% |
$99K - $107K
|
26K
$1.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.74K+ 191.65% |
$98.4K - $106K
|
2.65K
$166K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.74K+ 0.62% |
$98.4K - $106K
|
284K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.74K+ 1.74% |
$98.1K - $106K
|
101K
$6.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.73K+ 8.87% |
$97.6K - $105K
|
21.2K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.71K+ 1.85% |
$96.7K - $104K
|
94.4K
$5.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.71K+ 2.53% |
$96.4K - $104K
|
69.2K
$4.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$96.2K - $104K
|
1.71K
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.7K+ 5.96% |
$95.7K - $103K
|
30.1K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.69K+ 0.96% |
$95.4K - $103K
|
178K
$11.2M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.69K+ 2.36% |
$95.3K - $103K
|
73.2K
$4.58M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.66K+ 2.3% |
$93.8K - $101K
|
73.9K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.66K+ 6.39% |
$93.4K - $101K
|
27.6K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 0.42% |
$93.1K - $100K
|
394K
$24.7M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.64K+ 7.67% |
$92.8K - $99.9K
|
23.1K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.62K+ 9.29% |
$91.4K - $98.5K
|
19.1K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.61K+ 27.51% |
$90.7K - $97.8K
|
7.45K
$467K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 1.73% |
$89.2K - $96.1K
|
92.8K
$5.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$88.9K - $95.7K
|
1.58K
$98.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
1.57K+ 8.87% |
$88.8K - $95.7K
|
19.3K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.55K+ 1.78% |
$87.6K - $94.4K
|
88.6K
$5.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.54K+ 11.63% |
$87K - $93.7K
|
14.8K
$926K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.53K+ 4.39% |
$86.3K - $93K
|
36.4K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
1.53K+ 35.13% |
$86.3K - $93K
|
5.89K
$368K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.51K+ 1.88% |
$85K - $91.6K
|
81.9K
$5.13M
|