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 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-542- 82.5% |
$30.6K - $32.9K
|
115
$7.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-554- 4.97% |
$31.3K - $33.7K
|
10.6K
$664K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-557- 2.29% |
$31.4K - $33.9K
|
23.8K
$1.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-557- 10.2% |
$31.4K - $33.9K
|
4.9K
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-560- 0.99% |
$31.6K - $34K
|
56.2K
$3.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-562- 4.66% |
$31.7K - $34.2K
|
11.5K
$721K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-566- 2.12% |
$31.9K - $34.4K
|
26.1K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-569- 6.85% |
$32.1K - $34.6K
|
7.74K
$485K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-575- 0.44% |
$32.4K - $35K
|
131K
$8.19M
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-575- 1.11% |
$32.4K - $35K
|
51.1K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-579- 5.5% |
$32.7K - $35.2K
|
9.96K
$624K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-580- 10.8% |
$32.7K - $35.3K
|
4.79K
$300K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-585- 2.07% |
$33K - $35.6K
|
27.6K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-585- 2.0% |
$33K - $35.6K
|
28.6K
$1.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-591- 2.96% |
$33.4K - $35.9K
|
19.4K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591- 9.58% |
$33.4K - $35.9K
|
5.58K
$350K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-592- 1.56% |
$33.4K - $36K
|
37.4K
$2.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-596- 1.91% |
$33.6K - $36.2K
|
30.6K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-600- 4.14% |
$33.9K - $36.5K
|
13.9K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-600- 2.36% |
$33.9K - $36.5K
|
24.8K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-610- 2.21% |
$34.4K - $37.1K
|
27K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-613- 0.42% |
$34.6K - $37.3K
|
146K
$9.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-614- 2.12% |
$34.6K - $37.3K
|
28.3K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-621- 14.0% |
$35K - $37.8K
|
3.81K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-628- 2.61% |
$35.4K - $38.2K
|
23.4K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-631- 0.73% |
$35.6K - $38.4K
|
86K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-637- 4.24% |
$35.9K - $38.7K
|
14.4K
$901K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-641- 2.31% |
$36.2K - $39K
|
27.1K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-645- 2.93% |
$36.4K - $39.2K
|
21.3K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-646- 2.02% |
$36.5K - $39.3K
|
31.4K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-670- 0.17% |
$37.8K - $40.7K
|
386K
$24.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-670- 0.47% |
$37.8K - $40.7K
|
142K
$8.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-675- 4.48% |
$38.1K - $41K
|
14.4K
$903K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-680- 8.87% |
$38.4K - $41.3K
|
6.99K
$438K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-680- 0.42% |
$38.4K - $41.3K
|
160K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-680- 3.88% |
$38.4K - $41.3K
|
16.9K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-687- 1.79% |
$38.8K - $41.8K
|
37.7K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-688- 0.38% |
$38.8K - $41.8K
|
179K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-690- 6.44% |
$38.9K - $41.9K
|
10K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-692- 11.35% |
$39K - $42.1K
|
5.4K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-708- 5.37% |
$40K - $43K
|
12.5K
$782K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-713- 10.39% |
$40.2K - $43.3K
|
6.15K
$385K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-717- 0.75% |
$40.5K - $43.6K
|
94.6K
$5.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-718- 5.95% |
$40.5K - $43.6K
|
11.4K
$711K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-721- 0.62% |
$40.7K - $43.8K
|
115K
$7.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-724- 1.41% |
$40.9K - $44K
|
50.5K
$3.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-727- 0.8% |
$41K - $44.2K
|
90.6K
$5.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-737- 9.59% |
$41.6K - $44.8K
|
6.95K
$436K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-740- 6.46% |
$41.8K - $45K
|
10.7K
$672K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-744- 3.01% |
$42K - $45.2K
|
24K
$1.5M
|