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 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
731+ 0.48% |
$41.3K - $44.4K
|
154K
$9.66M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
728+ 10.47% |
$41.1K - $44.3K
|
7.68K
$481K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
725+ 0.8% |
$40.9K - $44.1K
|
91.1K
$5.71M
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
721+ 6.49% |
$40.7K - $43.8K
|
11.8K
$741K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
721+ 3.18% |
$40.7K - $43.8K
|
23.4K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
710+ 2.96% |
$40.1K - $43.2K
|
24.7K
$1.55M
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
709+ 2.19% |
$40K - $43.1K
|
33K
$2.07M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
700+ 26.72% |
$39.5K - $42.6K
|
3.32K
$208K
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
700+ 0.95% |
$39.5K - $42.6K
|
74.4K
$4.66M
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
690+ 12.75% |
$38.9K - $41.9K
|
6.1K
$382K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
687+ 3.85% |
$38.8K - $41.8K
|
18.6K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
670+ 0.77% |
$37.8K - $40.7K
|
87.8K
$5.5M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
665New |
$37.5K - $40.4K
|
665
$41.7K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
662+ 4.87% |
$37.4K - $40.2K
|
14.3K
$894K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
655+ 10.08% |
$37K - $39.8K
|
7.15K
$448K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
653+ 4.27% |
$36.8K - $39.7K
|
16K
$1M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
650+ 1.04% |
$36.7K - $39.5K
|
63.4K
$3.98M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
645+ 61.43% |
$36.4K - $39.2K
|
1.7K
$106K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
640+ 9.76% |
$36.1K - $38.9K
|
7.2K
$451K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
633+ 2.34% |
$35.7K - $38.5K
|
27.6K
$1.73M
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
616+ 3.52% |
$34.8K - $37.4K
|
18.1K
$1.14M
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
616+ 2.11% |
$34.8K - $37.4K
|
29.9K
$1.87M
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
608+ 8.19% |
$34.3K - $37K
|
8.03K
$503K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
602+ 2.26% |
$34K - $36.6K
|
27.2K
$1.7M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
600+ 5.07% |
$33.9K - $36.5K
|
12.4K
$780K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
599+ 0.55% |
$33.8K - $36.4K
|
110K
$6.9M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
597+ 0.68% |
$33.7K - $36.3K
|
88.1K
$5.52M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
580+ 9.93% |
$32.7K - $35.3K
|
6.42K
$402K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
575+ 2.6% |
$32.4K - $35K
|
22.7K
$1.42M
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
575+ 5.19% |
$32.4K - $35K
|
11.7K
$730K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
575+ 0.46% |
$32.4K - $35K
|
125K
$7.83M
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
572+ 1.41% |
$32.3K - $34.8K
|
41.2K
$2.58M
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
568+ 8.55% |
$32.1K - $34.5K
|
7.21K
$452K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
561+ 0.13% |
$31.7K - $34.1K
|
442K
$27.7M
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
560+ 2.24% |
$31.6K - $34K
|
25.5K
$1.6M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
558+ 10.55% |
$31.5K - $33.9K
|
5.85K
$366K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
553+ 1.41% |
$31.2K - $33.6K
|
39.9K
$2.5M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
551+ 2.1% |
$31.1K - $33.5K
|
26.8K
$1.68M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
549+ 1.14% |
$31K - $33.4K
|
48.6K
$3.04M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
547+ 0.46% |
$30.9K - $33.3K
|
118K
$7.42M
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
546+ 0.85% |
$30.8K - $33.2K
|
64.5K
$4.04M
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
545+ 11.72% |
$30.8K - $33.1K
|
5.2K
$326K
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
545New |
$30.8K - $33.1K
|
545
$34.1K
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
545+ 0.4% |
$30.8K - $33.1K
|
137K
$8.61M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
543+ 3.19% |
$30.6K - $33K
|
17.6K
$1.1M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
540+ 1.91% |
$30.5K - $32.8K
|
28.8K
$1.8M
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
526+ 2.06% |
$29.7K - $32K
|
26.1K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
525+ 2.65% |
$29.6K - $31.9K
|
20.3K
$1.27M
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
523+ 1.55% |
$29.5K - $31.8K
|
34.3K
$2.15M
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
511+ 6.4% |
$28.8K - $31.1K
|
8.49K
$532K
|