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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 2.13% |
$95.7K - $103K
|
78.1K
$4.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.7K- 16.95% |
$95.8K - $103K
|
8.32K
$463K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.7K- 0.24% |
$95.8K - $103K
|
710K
$39.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 28.56% |
$96.2K - $104K
|
4.26K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.71K- 3.58% |
$96.3K - $104K
|
46K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.74K- 2.4% |
$98.1K - $106K
|
70.7K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.75K- 1.11% |
$98.5K - $106K
|
155K
$8.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.75K- 8.85% |
$98.6K - $106K
|
18K
$1M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 15.88% |
$98.7K - $106K
|
9.26K
$515K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.75K- 11.68% |
$98.8K - $106K
|
13.2K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.75K- 2.47% |
$98.8K - $106K
|
69.2K
$3.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.76K- 23.64% |
$99.2K - $107K
|
5.68K
$316K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.76K- 2.68% |
$99.3K - $107K
|
64K
$3.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.76K- 76.07% |
$99.4K - $107K
|
554
$30.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.78K- 0.93% |
$101K - $108K
|
189K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.79K- 15.97% |
$101K - $109K
|
9.42K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.81K- 6.75% |
$102K - $110K
|
24.9K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.82K- 12.98% |
$102K - $110K
|
12.2K
$677K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.82K- 17.29% |
$102K - $110K
|
8.69K
$483K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.85K- 3.41% |
$105K - $113K
|
52.5K
$2.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.86K- 0.98% |
$105K - $113K
|
188K
$10.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.86K- 1.71% |
$105K - $113K
|
107K
$5.95M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.87K- 31.24% |
$105K - $113K
|
4.11K
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.88K- 15.23% |
$106K - $114K
|
10.4K
$581K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 38.16% |
$108K - $116K
|
3.1K
$172K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.22% |
$108K - $116K
|
21.3K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.92K- 22.65% |
$109K - $117K
|
6.57K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.93K- 0.53% |
$109K - $117K
|
362K
$20.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.94K- 20.86% |
$110K - $118K
|
7.37K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.95K- 1.83% |
$110K - $118K
|
105K
$5.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.95K- 1.14% |
$110K - $118K
|
169K
$9.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.96K- 13.3% |
$111K - $119K
|
12.8K
$711K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.97K- 31.0% |
$111K - $120K
|
4.39K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.99K- 10.59% |
$112K - $121K
|
16.8K
$933K
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.99K- 10.59% |
$112K - $121K
|
16.8K
$933K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 2.08% |
$113K - $122K
|
93.9K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.01K- 1.97% |
$113K - $122K
|
99.7K
$5.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.02K- 12.87% |
$114K - $123K
|
13.7K
$763K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.03K- 20.35% |
$114K - $123K
|
7.94K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.04K- 26.14% |
$115K - $124K
|
5.75K
$320K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.04K- 4.25% |
$115K - $124K
|
45.9K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.07K- 0.66% |
$117K - $126K
|
312K
$17.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.7% |
$117K - $127K
|
121K
$6.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.09K- 0.47% |
$118K - $127K
|
446K
$24.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.09K- 34.84% |
$118K - $127K
|
3.91K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 2.86% |
$119K - $128K
|
71.4K
$3.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 3.01% |
$119K - $128K
|
67.8K
$3.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.12K- 16.66% |
$120K - $129K
|
10.6K
$590K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.13K- 1.37% |
$120K - $129K
|
153K
$8.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.13K- 7.02% |
$120K - $130K
|
28.2K
$1.57M
|