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 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-8- 0.06% |
$451 - $486
|
14.5K
$908K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-9- 0.04% |
$508 - $547
|
24.3K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10- 0.08% |
$564 - $608
|
12.5K
$782K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.02% |
$564 - $608
|
45.2K
$2.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-10- 0.22% |
$564 - $608
|
4.55K
$285K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 0.02% |
$734 - $790
|
58.6K
$3.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-15- 0.01% |
$846 - $912
|
183K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-19- 25.0% |
$1.07K - $1.16K
|
57
$3.57K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-25- 0.4% |
$1.41K - $1.52K
|
6.3K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-25- 0.44% |
$1.41K - $1.52K
|
5.68K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-29- 0.31% |
$1.64K - $1.76K
|
9.33K
$584K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-32- 0.73% |
$1.81K - $1.95K
|
4.34K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-32- 0.32% |
$1.81K - $1.95K
|
10K
$629K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-33- 0.77% |
$1.86K - $2.01K
|
4.23K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-33- 0.07% |
$1.86K - $2.01K
|
47.9K
$3M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-35- 0.4% |
$1.98K - $2.13K
|
8.77K
$550K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-36- 0.48% |
$2.03K - $2.19K
|
7.45K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-36- 0.13% |
$2.03K - $2.19K
|
27.8K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.92% |
$2.09K - $2.25K
|
3.97K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-39- 0.35% |
$2.2K - $2.37K
|
11.1K
$698K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-40- 1.45% |
$2.26K - $2.43K
|
2.71K
$170K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-40- 0.61% |
$2.26K - $2.43K
|
6.51K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-40- 1.15% |
$2.26K - $2.43K
|
3.45K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-44- 0.28% |
$2.48K - $2.67K
|
15.5K
$971K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-45- 0.28% |
$2.54K - $2.74K
|
16.1K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-45- 0.26% |
$2.54K - $2.74K
|
17.1K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-46- 0.47% |
$2.6K - $2.8K
|
9.68K
$606K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-46- 12.17% |
$2.6K - $2.8K
|
332
$20.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-47- 0.33% |
$2.65K - $2.86K
|
14.3K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 1.52% |
$2.65K - $2.86K
|
3.04K
$190K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-49- 0.8% |
$2.77K - $2.98K
|
6.1K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-50- 0.41% |
$2.82K - $3.04K
|
12.3K
$770K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-52- 0.73% |
$2.93K - $3.16K
|
7.04K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-54- 1.1% |
$3.05K - $3.28K
|
4.87K
$305K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-55- 0.14% |
$3.1K - $3.34K
|
39.6K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-55- 0.54% |
$3.1K - $3.34K
|
10.1K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-56- 0.57% |
$3.16K - $3.4K
|
9.78K
$613K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-58- 0.55% |
$3.27K - $3.53K
|
10.5K
$657K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-63- 1.53% |
$3.56K - $3.83K
|
4.05K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-63- 0.6% |
$3.56K - $3.83K
|
10.5K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-64- 0.28% |
$3.61K - $3.89K
|
22.5K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-65- 1.51% |
$3.67K - $3.95K
|
4.25K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 0.03% |
$3.67K - $3.95K
|
244K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-69- 0.18% |
$3.89K - $4.19K
|
38.9K
$2.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-70- 1.34% |
$3.95K - $4.26K
|
5.14K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 0.03% |
$3.95K - $4.26K
|
222K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-75- 0.17% |
$4.23K - $4.56K
|
45.4K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-75- 1.76% |
$4.23K - $4.56K
|
4.18K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-76- 0.52% |
$4.29K - $4.62K
|
14.6K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-77- 0.19% |
$4.35K - $4.68K
|
40.5K
$2.54M
|