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 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-637- 4.24% |
$35.9K - $38.7K
|
14.4K
$946K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-641- 2.31% |
$36.2K - $39K
|
27.1K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-645- 2.93% |
$36.4K - $39.2K
|
21.3K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-646- 2.02% |
$36.5K - $39.3K
|
31.4K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-670- 0.17% |
$37.8K - $40.7K
|
386K
$25.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-670- 0.47% |
$37.8K - $40.7K
|
142K
$9.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-675- 4.48% |
$38.1K - $41K
|
14.4K
$947K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-680- 8.87% |
$38.4K - $41.3K
|
6.99K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-680- 0.42% |
$38.4K - $41.3K
|
160K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-680- 3.88% |
$38.4K - $41.3K
|
16.9K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-687- 1.79% |
$38.8K - $41.8K
|
37.7K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-688- 0.38% |
$38.8K - $41.8K
|
179K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-690- 6.44% |
$38.9K - $41.9K
|
10K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-692- 11.35% |
$39K - $42.1K
|
5.4K
$355K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-708- 5.37% |
$40K - $43K
|
12.5K
$821K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-713- 10.39% |
$40.2K - $43.3K
|
6.15K
$405K
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-715- 3.13% |
$40.3K - $43.5K
|
22.1K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-717- 0.75% |
$40.5K - $43.6K
|
94.6K
$6.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-718- 5.95% |
$40.5K - $43.6K
|
11.4K
$747K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-721- 0.62% |
$40.7K - $43.8K
|
115K
$7.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-724- 1.41% |
$40.9K - $44K
|
50.5K
$3.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-727- 0.8% |
$41K - $44.2K
|
90.6K
$5.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-737- 9.59% |
$41.6K - $44.8K
|
6.95K
$457K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-740- 6.46% |
$41.8K - $45K
|
10.7K
$705K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-744- 3.01% |
$42K - $45.2K
|
24K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-745- 0.21% |
$42K - $45.3K
|
360K
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-745- 10.16% |
$42K - $45.3K
|
6.59K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-750- 5.75% |
$42.3K - $45.6K
|
12.3K
$809K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-760- 0.69% |
$42.9K - $46.2K
|
110K
$7.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-761- 0.26% |
$42.9K - $46.3K
|
288K
$18.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-763- 0.95% |
$43.1K - $46.4K
|
79.7K
$5.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-766- 3.26% |
$43.2K - $46.6K
|
22.7K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-770- 7.87% |
$43.5K - $46.8K
|
9.01K
$593K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-770- 3.81% |
$43.5K - $46.8K
|
19.4K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-775- 0.93% |
$43.7K - $47.1K
|
82.8K
$5.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-775- 3.52% |
$43.7K - $47.1K
|
21.2K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-781- 2.3% |
$44.1K - $47.5K
|
33.2K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-783- 0.73% |
$44.2K - $47.6K
|
106K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-789- 1.0% |
$44.5K - $48K
|
78.1K
$5.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-796- 3.29% |
$44.9K - $48.4K
|
23.4K
$1.54M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-804- 11.63% |
$45.4K - $48.9K
|
6.11K
$402K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-805- 4.6% |
$45.4K - $48.9K
|
16.7K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-816- 18.07% |
$46K - $49.6K
|
3.7K
$243K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-826- 0.7% |
$46.6K - $50.2K
|
117K
$7.7M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-848- 2.74% |
$47.9K - $51.5K
|
30.1K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-866- 30.32% |
$48.9K - $52.6K
|
1.99K
$131K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-870- 6.52% |
$49.1K - $52.9K
|
12.5K
$820K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-874- 8.26% |
$49.3K - $53.1K
|
9.71K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-875- 11.28% |
$49.4K - $53.2K
|
6.89K
$453K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-876- 20.39% |
$49.4K - $53.3K
|
3.42K
$225K
|