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 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
53.1K+ 670.58% |
$3M - $3.23M
|
61K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
51.8K+ 2.87% |
$2.92M - $3.15M
|
1.86M
$117M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
51.5K+ 784.5% |
$2.9M - $3.13M
|
58K
$3.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
51.1K+ 4.83% |
$2.89M - $3.11M
|
1.11M
$69.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
50.7K+ 25.25% |
$2.86M - $3.08M
|
251K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50.4K+ 0.84% |
$2.85M - $3.06M
|
6.03M
$379M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.4K+ 3.53% |
$2.84M - $3.06M
|
1.48M
$92.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
47.8K+ 5.27% |
$2.69M - $2.9M
|
954K
$60M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
47.5K+ 22.44% |
$2.68M - $2.89M
|
259K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47.1K+ 34.3% |
$2.66M - $2.86M
|
184K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
47K+ 2.38% |
$2.65M - $2.86M
|
2.02M
$127M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.6K+ 0.68% |
$2.63M - $2.83M
|
6.88M
$433M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46.1K+ 7.9% |
$2.6M - $2.8M
|
630K
$39.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
46.1K+ 4.42% |
$2.6M - $2.8M
|
1.09M
$68.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
45.8K+ 5.23% |
$2.58M - $2.78M
|
921K
$57.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.6K+ 12.79% |
$2.52M - $2.71M
|
393K
$24.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
43.9K+ 7.14% |
$2.48M - $2.67M
|
658K
$41.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
43.6K+ 149.64% |
$2.46M - $2.65M
|
72.8K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.3K+ 1.37% |
$2.45M - $2.63M
|
3.22M
$202M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
42.5K+ 13.39% |
$2.4M - $2.58M
|
360K
$22.7M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
42.1KNew |
$2.38M - $2.56M
|
42.1K
$2.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
41.9KNew |
$2.36M - $2.55M
|
41.9K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
41.8K+ 85.53% |
$2.36M - $2.54M
|
90.8K
$5.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41K+ 19.24% |
$2.31M - $2.49M
|
254K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
40.3KNew |
$2.27M - $2.45M
|
40.3K
$2.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
40.2K+ 6.0% |
$2.27M - $2.44M
|
710K
$44.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
40.2K+ 21.32% |
$2.27M - $2.44M
|
229K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.9K+ 260.22% |
$2.25M - $2.43M
|
55.3K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
39.8K+ 887.96% |
$2.25M - $2.42M
|
44.3K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
39.6K+ 4.34% |
$2.24M - $2.41M
|
953K
$60M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
39.6KNew |
$2.23M - $2.41M
|
39.6K
$2.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
39.3K+ 167.44% |
$2.22M - $2.39M
|
62.8K
$3.95M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
39.1KNew |
$2.21M - $2.38M
|
39.1K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.1K+ 3.86% |
$2.21M - $2.38M
|
1.05M
$66.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.9K+ 1.21% |
$2.2M - $2.37M
|
3.24M
$204M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
38.6KNew |
$2.18M - $2.35M
|
38.6K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
38.4K+ 4.7% |
$2.16M - $2.33M
|
855K
$53.8M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
38.1K+ 1.46% |
$2.15M - $2.32M
|
2.64M
$166M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
37.9K+ 2.18% |
$2.14M - $2.3M
|
1.77M
$112M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
37.7K+ 2648.98% |
$2.13M - $2.29M
|
39.2K
$2.46M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
37.7K+ 2648.98% |
$2.13M - $2.29M
|
39.2K
$2.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
37.7K+ 29.23% |
$2.13M - $2.29M
|
167K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
37.2K+ 1003.58% |
$2.1M - $2.26M
|
41K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36.9K+ 22.11% |
$2.08M - $2.25M
|
204K
$12.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
36.8K+ 87.36% |
$2.08M - $2.24M
|
79K
$4.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
36.5K+ 1346.08% |
$2.06M - $2.22M
|
39.3K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.4K+ 1.39% |
$2.05M - $2.21M
|
2.65M
$167M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
36.3K+ 727.01% |
$2.05M - $2.21M
|
41.3K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
36.3K+ 99.56% |
$2.05M - $2.21M
|
72.8K
$4.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.2KNew |
$2.04M - $2.2M
|
36.2K
$2.28M
|