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 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.32% |
$621 - $669
|
3.46K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.26% |
$621 - $669
|
4.2K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11+ 0.15% |
$621 - $669
|
7.29K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.31% |
$621 - $669
|
3.55K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$564 - $608
|
10
$658
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$564 - $608
|
3.45K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.23% |
$564 - $608
|
4.36K
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
10+ 0.18% |
$564 - $608
|
5.61K
$369K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.25% |
$564 - $608
|
3.94K
$259K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.48% |
$508 - $547
|
1.89K
$124K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.05% |
$508 - $547
|
16.4K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.23% |
$508 - $547
|
3.99K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9+ 0.25% |
$508 - $547
|
3.58K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
9+ 0.02% |
$508 - $547
|
45.1K
$2.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$451 - $486
|
5.23K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.05% |
$451 - $486
|
14.6K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 0.23% |
$451 - $486
|
3.46K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
8+ 0.05% |
$451 - $486
|
14.9K
$981K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.07% |
$395 - $426
|
10.4K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 0.3% |
$395 - $426
|
2.37K
$156K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.12% |
$339 - $365
|
5.2K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.12% |
$339 - $365
|
5.17K
$340K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
6+ 0.1% |
$339 - $365
|
5.73K
$377K
|
|
|
Aug 06, 2025
Q2 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
6+ 0.05% |
$339 - $365
|
11.6K
$764K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.05% |
$282 - $304
|
9.51K
$626K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
5+ 0.03% |
$282 - $304
|
15.3K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.19% |
$282 - $304
|
2.6K
$171K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.03% |
$226 - $243
|
13.9K
$914K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.16% |
$169 - $182
|
1.89K
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$169 - $182
|
19.6K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3+ 0.04% |
$169 - $182
|
8.38K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.31% |
$169 - $182
|
963
$63.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
2+ 0.0% |
$113 - $122
|
46.7K
$3.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.01% |
$113 - $122
|
22.2K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$113 - $122
|
4K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2+ 0.03% |
$113 - $122
|
6.54K
$430K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.03% |
$113 - $122
|
5.89K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.34% |
$113 - $122
|
588
$38.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$113 - $122
|
7.14K
$470K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1New |
$56.4 - $60.8
|
1
$65.8
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1+ 0.02% |
$56.4 - $60.8
|
5.4K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$56.4 - $60.8
|
20.1K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$56.4 - $60.8
|
11.8K
$774K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.01% |
$56.4 - $60.8
|
12.2K
$804K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$56.4 - $60.8
|
4.99K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.01% |
$56.4 - $60.8
|
16.3K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.48% |
$56.4 - $60.8
|
209
$13.7K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.1% |
$56.4 - $60.8
|
1.01K
$66.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.18% |
$56.4 - $60.8
|
549
$36.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$56.4 - $60.8
|
6.68K
$440K
|