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 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
148K+ 119.59% |
$8.36M - $9.01M
|
272K
$17.1M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
147K+ 3740.73% |
$8.3M - $8.94M
|
151K
$9.5M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
146K+ 34.44% |
$8.26M - $8.9M
|
572K
$36M
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
144KNew |
$8.12M - $8.74M
|
144K
$9.05M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
141K+ 17.66% |
$7.95M - $8.57M
|
939K
$59.1M
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
139KNew |
$7.86M - $8.47M
|
139K
$8.76M
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
136K+ 7.96% |
$7.66M - $8.25M
|
1.84M
$116M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
132K+ 4.68% |
$7.46M - $8.04M
|
2.96M
$186M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
128K+ 1.89% |
$7.21M - $7.76M
|
6.88M
$433M
|
|
Jul 31, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
126K+ 815.28% |
$7.13M - $7.68M
|
142K
$8.92M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
115K+ 4.2% |
$6.47M - $6.97M
|
2.85M
$179M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
106KNew |
$5.99M - $6.45M
|
106K
$6.68M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105K+ 82.66% |
$5.95M - $6.41M
|
233K
$14.7M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
101K+ 2.67% |
$5.72M - $6.17M
|
3.91M
$246M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
96.7KNew |
$5.46M - $5.88M
|
96.7K
$6.08M
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
96.6K+ 20.73% |
$5.45M - $5.87M
|
562K
$35.4M
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
95.1KNew |
$5.37M - $5.78M
|
95.1K
$5.98M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
94.6K+ 530.79% |
$5.34M - $5.75M
|
112K
$7.07M
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
94.4K+ 147.43% |
$5.33M - $5.74M
|
158K
$9.97M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
92K+ 420.18% |
$5.19M - $5.59M
|
114K
$7.16M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
92K+ 218.16% |
$5.19M - $5.59M
|
134K
$8.44M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
89.7K+ 3.87% |
$5.06M - $5.45M
|
2.41M
$151M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
88.6K+ 388.25% |
$5M - $5.39M
|
111K
$7.01M
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
86.1K+ 91.95% |
$4.86M - $5.24M
|
180K
$11.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
84.4K+ 25.65% |
$4.76M - $5.13M
|
413K
$26M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84K+ 219.53% |
$4.74M - $5.1M
|
122K
$7.69M
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
83.8K+ 7.27% |
$4.73M - $5.09M
|
1.24M
$77.7M
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
81.9K+ 199.15% |
$4.62M - $4.98M
|
123K
$7.74M
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
81.5K+ 4.17% |
$4.6M - $4.95M
|
2.04M
$128M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
81.2K+ 8.35% |
$4.58M - $4.93M
|
1.05M
$66.3M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.1K+ 3.11% |
$4.58M - $4.93M
|
2.69M
$169M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
79.5K+ 54.99% |
$4.49M - $4.84M
|
224K
$14.1M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
78.6K+ 19.78% |
$4.43M - $4.78M
|
476K
$29.9M
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
78.4KNew |
$4.42M - $4.76M
|
78.4K
$4.93M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77K+ 3.77% |
$4.35M - $4.68M
|
2.12M
$133M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
73.9K+ 2.63% |
$4.17M - $4.49M
|
2.88M
$181M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
71.2K+ 221.07% |
$4.02M - $4.33M
|
103K
$6.51M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
69.5K+ 5.66% |
$3.92M - $4.22M
|
1.3M
$81.7M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
68.4K+ 18.89% |
$3.86M - $4.16M
|
431K
$27.1M
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
67.8K+ 96907.14% |
$3.83M - $4.12M
|
67.9K
$4.27M
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
67.2KNew |
$3.79M - $4.08M
|
67.2K
$4.23M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
66.7K+ 493.16% |
$3.77M - $4.06M
|
80.3K
$5.05M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66.1K+ 20.68% |
$3.73M - $4.02M
|
385K
$24.2M
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
61.6K+ 1722.8% |
$3.48M - $3.74M
|
65.2K
$4.1M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60.9K+ 4.01% |
$3.44M - $3.7M
|
1.58M
$99.4M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
60.5K+ 6.39% |
$3.41M - $3.67M
|
1.01M
$63.3M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
59.4K+ 3.67% |
$3.35M - $3.61M
|
1.68M
$106M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
55.9K+ 22.59% |
$3.16M - $3.4M
|
304K
$19.1M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
55.9K+ 3.67% |
$3.15M - $3.4M
|
1.58M
$99.2M
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
53.2KNew |
$3M - $3.23M
|
53.2K
$3.35M
|