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 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-927- 8.2% |
$52.3K - $56.4K
|
10.4K
$577K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-928- 3.17% |
$52.4K - $56.4K
|
28.3K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-930- 7.26% |
$52.5K - $56.5K
|
11.9K
$661K
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-930- 2.66% |
$52.5K - $56.5K
|
34K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-930- 13.68% |
$52.5K - $56.5K
|
5.87K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-932- 0.74% |
$52.6K - $56.7K
|
124K
$6.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-935- 7.09% |
$52.8K - $56.8K
|
12.3K
$682K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-936- 0.7% |
$52.8K - $56.9K
|
132K
$7.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-938- 12.08% |
$52.9K - $57K
|
6.83K
$380K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-949- 8.11% |
$53.6K - $57.7K
|
10.8K
$599K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-960- 11.47% |
$54.2K - $58.4K
|
7.41K
$412K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-969- 2.71% |
$54.7K - $58.9K
|
34.8K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-970- 4.4% |
$54.7K - $59K
|
21.1K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-971- 12.09% |
$54.8K - $59K
|
7.06K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-982- 7.84% |
$55.4K - $59.7K
|
11.5K
$642K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-984- 3.85% |
$55.5K - $59.8K
|
24.6K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-999- 4.69% |
$56.4K - $60.7K
|
20.3K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-999- 0.92% |
$56.4K - $60.7K
|
107K
$5.97M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1K- 15.54% |
$56.7K - $61K
|
5.46K
$304K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 4.55% |
$57.1K - $61.5K
|
21.2K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.01K- 4.6% |
$57.2K - $61.6K
|
21K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.03K- 15.3% |
$58.3K - $62.9K
|
5.72K
$318K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.04K- 3.23% |
$58.7K - $63.2K
|
31.1K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.04K- 1.74% |
$58.9K - $63.4K
|
58.9K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.05K- 7.37% |
$59.4K - $64K
|
13.2K
$737K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 20.11% |
$59.8K - $64.4K
|
4.21K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.08K- 0.32% |
$60.9K - $65.7K
|
333K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.1K- 4.37% |
$62.3K - $67.1K
|
24.1K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-1.11K- 6.83% |
$62.4K - $67.2K
|
15.1K
$839K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 9.67% |
$62.8K - $67.7K
|
10.4K
$579K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.12K- 0.59% |
$63.3K - $68.1K
|
188K
$10.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 7.2% |
$64.3K - $69.3K
|
14.7K
$817K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.17K- 5.84% |
$66K - $71.1K
|
18.9K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.17K- 13.7% |
$66.1K - $71.2K
|
7.38K
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 61.62% |
$66.6K - $71.7K
|
735
$40.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.19K- 1.49% |
$66.9K - $72K
|
78.4K
$4.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.19K- 2.49% |
$67.1K - $72.3K
|
46.6K
$2.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.19K- 7.81% |
$67.2K - $72.3K
|
14.1K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.19K- 17.47% |
$67.4K - $72.6K
|
5.64K
$314K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.2K- 8.98% |
$67.7K - $72.9K
|
12.2K
$677K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 17.91% |
$67.7K - $72.9K
|
5.5K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.21K- 1.13% |
$68.1K - $73.3K
|
105K
$5.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.21K- 0.67% |
$68.2K - $73.5K
|
180K
$10M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 1.26% |
$68.3K - $73.6K
|
94.8K
$5.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.22K- 2.98% |
$68.8K - $74.1K
|
39.7K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 4.88% |
$69.6K - $75K
|
24K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.24K- 1.9% |
$69.7K - $75.1K
|
63.8K
$3.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.24K- 6.76% |
$70K - $75.4K
|
17.1K
$952K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.25K- 4.36% |
$70.3K - $75.7K
|
27.3K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.25K- 4.6% |
$70.3K - $75.7K
|
25.8K
$1.44M
|