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 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-131- 0.28% |
$7.39K - $7.96K
|
47.1K
$2.62M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-132- 0.37% |
$7.45K - $8.02K
|
35.5K
$1.97M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-134- 1.63% |
$7.56K - $8.15K
|
8.09K
$450K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-135- 2.43% |
$7.62K - $8.21K
|
5.42K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-140- 1.6% |
$7.9K - $8.51K
|
8.63K
$480K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-142- 19.45% |
$8.01K - $8.63K
|
588
$32.7K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-142- 0.41% |
$8.01K - $8.63K
|
34.5K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-144- 0.71% |
$8.13K - $8.75K
|
20K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-145- 61.7% |
$8.18K - $8.81K
|
90
$5.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-150- 0.46% |
$8.46K - $9.12K
|
32.3K
$1.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 0.67% |
$8.46K - $9.12K
|
22.3K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-153- 1.77% |
$8.63K - $9.3K
|
8.49K
$472K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-164- 0.58% |
$9.25K - $9.97K
|
28.3K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-165- 0.28% |
$9.31K - $10K
|
58.3K
$3.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-168- 0.71% |
$9.48K - $10.2K
|
23.4K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-171- 3.36% |
$9.65K - $10.4K
|
4.92K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-172- 31.27% |
$9.71K - $10.5K
|
378
$21K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-175- 0.16% |
$9.88K - $10.6K
|
108K
$5.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-175- 0.84% |
$9.88K - $10.6K
|
20.7K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-179- 1.05% |
$10.1K - $10.9K
|
16.9K
$942K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-181- 1.68% |
$10.2K - $11K
|
10.6K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-181- 0.42% |
$10.2K - $11K
|
42.9K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-182- 4.56% |
$10.3K - $11.1K
|
3.81K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-185- 0.47% |
$10.4K - $11.2K
|
39.1K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-189- 2.65% |
$10.7K - $11.5K
|
6.95K
$387K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-190- 0.52% |
$10.7K - $11.6K
|
36.3K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-190- 1.71% |
$10.7K - $11.6K
|
10.9K
$609K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-194- 1.07% |
$10.9K - $11.8K
|
18K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-195- 3.41% |
$11K - $11.9K
|
5.52K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.34% |
$11.1K - $12K
|
58.6K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200- 10.15% |
$11.3K - $12.2K
|
1.77K
$98.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-202- 0.48% |
$11.4K - $12.3K
|
42.2K
$2.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-203- 25.47% |
$11.5K - $12.3K
|
594
$33.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-206- 0.38% |
$11.6K - $12.5K
|
53.5K
$2.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-207- 1.65% |
$11.7K - $12.6K
|
12.3K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-208- 3.45% |
$11.7K - $12.6K
|
5.82K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-215- 3.86% |
$12.1K - $13.1K
|
5.35K
$298K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-219- 2.22% |
$12.4K - $13.3K
|
9.64K
$536K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-220- 0.96% |
$12.4K - $13.4K
|
22.6K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-220- 2.26% |
$12.4K - $13.4K
|
9.53K
$530K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-221- 1.56% |
$12.5K - $13.4K
|
13.9K
$775K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-221- 2.62% |
$12.5K - $13.4K
|
8.21K
$457K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-225- 13.63% |
$12.7K - $13.7K
|
1.43K
$79.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-225- 2.08% |
$12.7K - $13.7K
|
10.6K
$588K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-226- 1.06% |
$12.8K - $13.7K
|
21.1K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-229- 32.48% |
$12.9K - $13.9K
|
476
$26.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-230- 2.1% |
$13K - $14K
|
10.7K
$597K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-233- 0.07% |
$13.1K - $14.2K
|
320K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-233- 5.29% |
$13.1K - $14.2K
|
4.17K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-234- 0.6% |
$13.2K - $14.2K
|
38.5K
$2.14M
|