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 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 17.91% |
$67.7K - $72.9K
|
5.5K
$362K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.21K- 1.13% |
$68.1K - $73.3K
|
105K
$6.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.21K- 0.67% |
$68.2K - $73.5K
|
180K
$11.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 1.26% |
$68.3K - $73.6K
|
94.8K
$6.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.22K- 2.98% |
$68.8K - $74.1K
|
39.7K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 4.88% |
$69.6K - $75K
|
24K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.24K- 1.9% |
$69.7K - $75.1K
|
63.8K
$4.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.24K- 6.76% |
$70K - $75.4K
|
17.1K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.25K- 4.36% |
$70.3K - $75.7K
|
27.3K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.25K- 4.6% |
$70.3K - $75.7K
|
25.8K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.25K- 10.88% |
$70.7K - $76.2K
|
10.3K
$675K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 5.7% |
$71K - $76.5K
|
20.8K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 0.99% |
$72K - $77.6K
|
127K
$8.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.28K- 0.34% |
$72.1K - $77.6K
|
369K
$24.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.28K- 16.13% |
$72.5K - $78.1K
|
6.68K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.29K- 7.74% |
$73K - $78.6K
|
15.4K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.3K- 2.04% |
$73.4K - $79K
|
62.3K
$4.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.31K- 4.4% |
$74.1K - $79.9K
|
28.6K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.32K- 1.48% |
$74.6K - $80.4K
|
87.8K
$5.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.33K- 2.61% |
$75.1K - $80.9K
|
49.7K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.33K- 2.36% |
$75.2K - $81K
|
55K
$3.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.34K- 1.05% |
$75.4K - $81.2K
|
125K
$8.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.34K- 8.99% |
$75.6K - $81.5K
|
13.6K
$893K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.34K- 0.86% |
$75.6K - $81.5K
|
154K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 1.58% |
$76.2K - $82.1K
|
84.2K
$5.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.35K- 8.26% |
$76.4K - $82.3K
|
15K
$989K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.37K- 18.87% |
$77.3K - $83.2K
|
5.89K
$387K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.38K- 4.18% |
$77.6K - $83.6K
|
31.5K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.39K- 8.63% |
$78.5K - $84.6K
|
14.7K
$969K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 4.01% |
$78.6K - $84.6K
|
33.3K
$2.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 12.85% |
$79.3K - $85.4K
|
9.53K
$627K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.42K- 14.88% |
$80K - $86.1K
|
8.1K
$533K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.42K- 3.41% |
$80K - $86.2K
|
40.1K
$2.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 5.68% |
$80.1K - $86.3K
|
23.6K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.42K- 1.05% |
$80.1K - $86.3K
|
133K
$8.76M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.44K- 0.15% |
$81.1K - $87.4K
|
986K
$64.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.47K- 1.29% |
$83.1K - $89.5K
|
113K
$7.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 1.59% |
$83.3K - $89.8K
|
91.6K
$6.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.48K- 2.64% |
$83.3K - $89.8K
|
54.5K
$3.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.48K- 6.19% |
$83.6K - $90K
|
22.5K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.5K- 4.35% |
$84.6K - $91.2K
|
33K
$2.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.5K- 4.43% |
$84.9K - $91.4K
|
32.5K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.51K- 29.92% |
$84.9K - $91.5K
|
3.53K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 17.02% |
$86.1K - $92.7K
|
7.44K
$489K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 4.32% |
$87.3K - $94K
|
34.3K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 0.36% |
$87.6K - $94.3K
|
427K
$28.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.56K- 6.07% |
$88K - $94.8K
|
24.2K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.56K- 16.76% |
$88K - $94.8K
|
7.75K
$510K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.58K- 10.44% |
$88.9K - $95.7K
|
13.5K
$888K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.6K- 0.82% |
$90K - $97K
|
194K
$12.8M
|