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
|
Canal Capital Management, LLC
|
SELL
|
- |
-876- 0.71% |
$49.4K - $53.3K
|
122K
$8.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-878- 3.37% |
$49.5K - $53.4K
|
25.2K
$1.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-885- 2.45% |
$49.9K - $53.8K
|
35.2K
$2.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-889- 0.7% |
$50.2K - $54K
|
126K
$8.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-892- 1.82% |
$50.3K - $54.2K
|
48K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-899- 1.12% |
$50.7K - $54.7K
|
79.1K
$5.2M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-903- 0.51% |
$51K - $54.9K
|
175K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-907- 1.54% |
$51.2K - $55.1K
|
58K
$3.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-920- 1.26% |
$51.9K - $55.9K
|
71.8K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-923- 0.73% |
$52.1K - $56.1K
|
125K
$8.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-927- 8.2% |
$52.3K - $56.4K
|
10.4K
$683K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-928- 3.17% |
$52.4K - $56.4K
|
28.3K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-930- 7.26% |
$52.5K - $56.5K
|
11.9K
$782K
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-930- 2.66% |
$52.5K - $56.5K
|
34K
$2.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-930- 13.68% |
$52.5K - $56.5K
|
5.87K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-932- 0.74% |
$52.6K - $56.7K
|
124K
$8.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-935- 7.09% |
$52.8K - $56.8K
|
12.3K
$806K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-936- 0.7% |
$52.8K - $56.9K
|
132K
$8.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-938- 12.08% |
$52.9K - $57K
|
6.83K
$449K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-949- 8.11% |
$53.6K - $57.7K
|
10.8K
$708K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-960- 11.47% |
$54.2K - $58.4K
|
7.41K
$487K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-969- 2.71% |
$54.7K - $58.9K
|
34.8K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-970- 4.4% |
$54.7K - $59K
|
21.1K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-971- 12.09% |
$54.8K - $59K
|
7.06K
$464K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-982- 7.84% |
$55.4K - $59.7K
|
11.5K
$759K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-984- 3.85% |
$55.5K - $59.8K
|
24.6K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-999- 4.69% |
$56.4K - $60.7K
|
20.3K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-999- 0.92% |
$56.4K - $60.7K
|
107K
$7.06M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1K- 15.54% |
$56.7K - $61K
|
5.46K
$359K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 4.55% |
$57.1K - $61.5K
|
21.2K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.01K- 4.6% |
$57.2K - $61.6K
|
21K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.03K- 15.3% |
$58.3K - $62.9K
|
5.72K
$376K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.23% |
$58.7K - $63.2K
|
31.1K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.04K- 1.74% |
$58.9K - $63.4K
|
58.9K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.05K- 7.37% |
$59.4K - $64K
|
13.2K
$871K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 20.11% |
$59.8K - $64.4K
|
4.21K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.08K- 0.32% |
$60.9K - $65.7K
|
333K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.1K- 4.37% |
$62.3K - $67.1K
|
24.1K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-1.11K- 6.83% |
$62.4K - $67.2K
|
15.1K
$992K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 9.67% |
$62.8K - $67.7K
|
10.4K
$684K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.12K- 0.59% |
$63.3K - $68.1K
|
188K
$12.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 7.2% |
$64.3K - $69.3K
|
14.7K
$966K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.17K- 5.84% |
$66K - $71.1K
|
18.9K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.17K- 13.7% |
$66.1K - $71.2K
|
7.38K
$486K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 61.62% |
$66.6K - $71.7K
|
735
$48.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.19K- 1.49% |
$66.9K - $72K
|
78.4K
$5.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.19K- 2.49% |
$67.1K - $72.3K
|
46.6K
$3.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.19K- 7.81% |
$67.2K - $72.3K
|
14.1K
$924K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.19K- 17.47% |
$67.4K - $72.6K
|
5.64K
$371K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.2K- 8.98% |
$67.7K - $72.9K
|
12.2K
$800K
|