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 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$56.4 - $60.8
|
22.3K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.01% |
$56.4 - $60.8
|
12.5K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$56.4 - $60.8
|
4.05K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$56.4 - $60.8
|
6.33K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$56.4 - $60.8
|
1
$65.8
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.85% |
$56.4 - $60.8
|
118
$7.76K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1- 0.01% |
$56.4 - $60.8
|
17.5K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$56.4 - $60.8
|
11K
$723K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$56.4 - $60.8
|
21.6K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$56.4 - $60.8
|
5.73K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1- 0.02% |
$56.4 - $60.8
|
5.6K
$369K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.32% |
$56.4 - $60.8
|
75
$4.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2- -0.0% |
$113 - $122
|
90.5K
$5.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-5- 0.01% |
$282 - $304
|
58.8K
$3.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5- 0.13% |
$282 - $304
|
3.87K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5- 0.11% |
$282 - $304
|
4.68K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 0.64% |
$339 - $365
|
930
$61.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6- 0.17% |
$339 - $365
|
3.56K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-8- 0.06% |
$451 - $486
|
14.5K
$954K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-9- 0.04% |
$508 - $547
|
24.3K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10- 0.08% |
$564 - $608
|
12.5K
$821K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.02% |
$564 - $608
|
45.2K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-10- 0.22% |
$564 - $608
|
4.55K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 0.02% |
$734 - $790
|
58.6K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-15- 0.01% |
$846 - $912
|
183K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-19- 25.0% |
$1.07K - $1.16K
|
57
$3.75K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-25- 0.4% |
$1.41K - $1.52K
|
6.3K
$414K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-25- 0.44% |
$1.41K - $1.52K
|
5.68K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-29- 0.31% |
$1.64K - $1.76K
|
9.33K
$614K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-32- 0.73% |
$1.81K - $1.95K
|
4.34K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-32- 0.32% |
$1.81K - $1.95K
|
10K
$661K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-33- 0.77% |
$1.86K - $2.01K
|
4.23K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-33- 0.07% |
$1.86K - $2.01K
|
47.9K
$3.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-35- 0.4% |
$1.98K - $2.13K
|
8.77K
$577K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-36- 0.48% |
$2.03K - $2.19K
|
7.45K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-36- 0.13% |
$2.03K - $2.19K
|
27.8K
$1.83M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-36- 1.37% |
$2.03K - $2.19K
|
2.6K
$171K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.92% |
$2.09K - $2.25K
|
3.97K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-39- 0.35% |
$2.2K - $2.37K
|
11.1K
$733K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-40- 1.45% |
$2.26K - $2.43K
|
2.71K
$178K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-40- 0.61% |
$2.26K - $2.43K
|
6.51K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-40- 1.15% |
$2.26K - $2.43K
|
3.45K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-44- 0.28% |
$2.48K - $2.67K
|
15.5K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-45- 0.28% |
$2.54K - $2.74K
|
16.1K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-45- 0.26% |
$2.54K - $2.74K
|
17.1K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-46- 0.47% |
$2.6K - $2.8K
|
9.68K
$636K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-46- 12.17% |
$2.6K - $2.8K
|
332
$21.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-47- 0.33% |
$2.65K - $2.86K
|
14.3K
$938K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 1.52% |
$2.65K - $2.86K
|
3.04K
$200K
|