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 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
525+ 2.65% |
$29.6K - $31.9K
|
20.3K
$1.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
523+ 1.55% |
$29.5K - $31.8K
|
34.3K
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
511+ 6.4% |
$28.8K - $31.1K
|
8.49K
$499K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
511+ 0.47% |
$28.8K - $31.1K
|
110K
$6.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
510+ 7.48% |
$28.8K - $31K
|
7.33K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
502+ 5.61% |
$28.3K - $30.5K
|
9.46K
$556K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
500+ 10.93% |
$28.2K - $30.4K
|
5.08K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
500+ 2.47% |
$28.2K - $30.4K
|
20.7K
$1.22M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
497+ 1.68% |
$28K - $30.2K
|
30.1K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
495+ 0.34% |
$27.9K - $30.1K
|
144K
$8.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
492+ 0.38% |
$27.8K - $29.9K
|
129K
$7.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
484+ 1.2% |
$27.3K - $29.4K
|
40.9K
$2.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
478+ 10.2% |
$27K - $29.1K
|
5.17K
$304K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
476+ 1.68% |
$26.9K - $28.9K
|
28.8K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
472+ 0.32% |
$26.6K - $28.7K
|
149K
$8.78M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
465+ 12.16% |
$26.2K - $28.3K
|
4.29K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
465+ 7.75% |
$26.2K - $28.3K
|
6.47K
$380K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
464+ 0.54% |
$26.2K - $28.2K
|
86.5K
$5.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
461+ 1.49% |
$26K - $28K
|
31.4K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
452+ 4.95% |
$25.5K - $27.5K
|
9.59K
$564K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
445+ 0.81% |
$25.1K - $27.1K
|
55.1K
$3.24M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
444+ 400.0% |
$25.1K - $27K
|
555
$32.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
443+ 7.15% |
$25K - $26.9K
|
6.64K
$390K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
442+ 3.46% |
$24.9K - $26.9K
|
13.2K
$778K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
440+ 3.19% |
$24.8K - $26.7K
|
14.2K
$836K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
433+ 0.13% |
$24.4K - $26.3K
|
343K
$20.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
432+ 0.57% |
$24.4K - $26.3K
|
75.8K
$4.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
430+ 200.0% |
$24.3K - $26.1K
|
645
$37.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
427+ 10.67% |
$24.1K - $26K
|
4.43K
$260K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
422+ 2.85% |
$23.8K - $25.7K
|
15.2K
$895K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
421+ 0.5% |
$23.8K - $25.6K
|
85.4K
$5.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
420+ 0.74% |
$23.7K - $25.5K
|
57.3K
$3.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
415+ 3.63% |
$23.4K - $25.2K
|
11.9K
$697K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
406+ 2.18% |
$22.9K - $24.7K
|
19K
$1.12M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
405New |
$22.9K - $24.6K
|
405
$23.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
400+ 1.58% |
$22.6K - $24.3K
|
25.7K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
400+ 0.49% |
$22.6K - $24.3K
|
82.7K
$4.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
399+ 46.67% |
$22.5K - $24.3K
|
1.25K
$73.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
398+ 0.33% |
$22.5K - $24.2K
|
122K
$7.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
394+ 0.17% |
$22.2K - $24K
|
228K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
390+ 4.91% |
$22K - $23.7K
|
8.34K
$490K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
380+ 4.95% |
$21.4K - $23.1K
|
8.06K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
380+ 6.7% |
$21.4K - $23.1K
|
6.06K
$356K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
375+ 5.7% |
$21.2K - $22.8K
|
6.95K
$409K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
370+ 0.25% |
$20.9K - $22.5K
|
149K
$8.78M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
370+ 27.82% |
$20.9K - $22.5K
|
1.7K
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
370+ 3.71% |
$20.9K - $22.5K
|
10.3K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
363+ 4.53% |
$20.5K - $22.1K
|
8.38K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
360+ 4.26% |
$20.3K - $21.9K
|
8.81K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
360New |
$20.3K - $21.9K
|
360
$21.2K
|