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 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.25K- 10.88% |
$70.7K - $76.2K
|
10.3K
$571K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 5.7% |
$71K - $76.5K
|
20.8K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 0.99% |
$72K - $77.6K
|
127K
$7.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.28K- 0.34% |
$72.1K - $77.6K
|
369K
$20.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.28K- 16.13% |
$72.5K - $78.1K
|
6.68K
$372K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.29K- 7.74% |
$73K - $78.6K
|
15.4K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.3K- 2.04% |
$73.4K - $79K
|
62.3K
$3.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.31K- 4.4% |
$74.1K - $79.9K
|
28.6K
$1.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.32K- 1.48% |
$74.6K - $80.4K
|
87.8K
$4.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.33K- 2.61% |
$75.1K - $80.9K
|
49.7K
$2.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.33K- 2.36% |
$75.2K - $81K
|
55K
$3.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.34K- 1.05% |
$75.4K - $81.2K
|
125K
$6.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.34K- 8.99% |
$75.6K - $81.5K
|
13.6K
$755K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.34K- 0.86% |
$75.6K - $81.5K
|
154K
$8.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 1.58% |
$76.2K - $82.1K
|
84.2K
$4.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.35K- 8.26% |
$76.4K - $82.3K
|
15K
$837K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.37K- 18.87% |
$77.3K - $83.2K
|
5.89K
$328K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.38K- 4.18% |
$77.6K - $83.6K
|
31.5K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.39K- 8.63% |
$78.5K - $84.6K
|
14.7K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 4.01% |
$78.6K - $84.6K
|
33.3K
$1.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 12.85% |
$79.3K - $85.4K
|
9.53K
$530K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.42K- 14.88% |
$80K - $86.1K
|
8.1K
$451K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.42K- 3.41% |
$80K - $86.2K
|
40.1K
$2.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 5.68% |
$80.1K - $86.3K
|
23.6K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.42K- 1.05% |
$80.1K - $86.3K
|
133K
$7.41M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.44K- 0.15% |
$81.1K - $87.4K
|
986K
$54.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.47K- 1.29% |
$83.1K - $89.5K
|
113K
$6.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 1.59% |
$83.3K - $89.8K
|
91.6K
$5.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.48K- 2.64% |
$83.3K - $89.8K
|
54.5K
$3.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.48K- 6.19% |
$83.6K - $90K
|
22.5K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.5K- 4.35% |
$84.6K - $91.2K
|
33K
$1.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.5K- 4.43% |
$84.9K - $91.4K
|
32.5K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.51K- 29.92% |
$84.9K - $91.5K
|
3.53K
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 17.02% |
$86.1K - $92.7K
|
7.44K
$414K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 4.32% |
$87.3K - $94K
|
34.3K
$1.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 0.36% |
$87.6K - $94.3K
|
427K
$23.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.56K- 6.07% |
$88K - $94.8K
|
24.2K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.56K- 16.76% |
$88K - $94.8K
|
7.75K
$431K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.58K- 10.44% |
$88.9K - $95.7K
|
13.5K
$751K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.6K- 0.82% |
$90K - $97K
|
194K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.61K- 4.94% |
$91K - $98.1K
|
31K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.63K- 11.1% |
$91.7K - $98.8K
|
13K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.63K- 0.15% |
$91.8K - $98.8K
|
1.07M
$59.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.63K- 11.38% |
$92.1K - $99.2K
|
12.7K
$707K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-1.64K- 1.73% |
$92.4K - $99.5K
|
93.1K
$5.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.64K- 9.63% |
$92.5K - $99.7K
|
15.4K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.66K- 0.55% |
$93.9K - $101K
|
299K
$16.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.67K- 0.47% |
$94.2K - $101K
|
352K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.68K- 2.35% |
$94.8K - $102K
|
69.8K
$3.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.68K- 3.32% |
$94.9K - $102K
|
49K
$2.73M
|