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 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.14K- 1.76% |
$120K - $130K
|
119K
$6.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.18K- 27.09% |
$123K - $132K
|
5.86K
$326K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.18K- 9.23% |
$123K - $132K
|
21.4K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.2K- 92.63% |
$124K - $134K
|
175
$9.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.21K- 12.61% |
$124K - $134K
|
15.3K
$851K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.22K- 11.74% |
$125K - $135K
|
16.7K
$930K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.23K- 1.62% |
$126K - $135K
|
136K
$7.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.24K- 41.91% |
$126K - $136K
|
3.11K
$173K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.25K- 2.71% |
$127K - $137K
|
80.8K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.26K- 26.57% |
$127K - $137K
|
6.23K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.28K- 1.32% |
$129K - $139K
|
171K
$9.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 12.84% |
$130K - $140K
|
15.6K
$871K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 2.21% |
$130K - $140K
|
102K
$5.67M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-2.32K- 0.91% |
$131K - $141K
|
253K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.32K- 3.36% |
$131K - $141K
|
66.6K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 1.5% |
$131K - $141K
|
152K
$8.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.39K- 1.85% |
$135K - $145K
|
127K
$7.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.41K- 5.14% |
$136K - $147K
|
44.6K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 1.08% |
$136K - $147K
|
222K
$12.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.44K- 3.85% |
$137K - $148K
|
60.8K
$3.39M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-2.48K- 40.49% |
$140K - $151K
|
3.65K
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.53K- 0.62% |
$142K - $153K
|
407K
$22.7M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.53K- 1.96% |
$143K - $154K
|
127K
$7.05M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.55K- 14.15% |
$144K - $155K
|
15.4K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.57K- 13.34% |
$145K - $156K
|
16.7K
$927K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.6K- 1.12% |
$147K - $158K
|
230K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.61K- 17.0% |
$147K - $158K
|
12.7K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.63K- 26.94% |
$148K - $160K
|
7.12K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 3.5% |
$149K - $160K
|
72.8K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.71K- 4.44% |
$153K - $165K
|
58.2K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 0.22% |
$156K - $168K
|
1.28M
$71.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.82K- 6.4% |
$159K - $171K
|
41.2K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.82K- 0.52% |
$159K - $171K
|
542K
$30.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.84K- 1.47% |
$160K - $173K
|
191K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.84K- 9.33% |
$160K - $173K
|
27.6K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.85K- 4.33% |
$161K - $173K
|
63.1K
$3.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.92K- 5.97% |
$165K - $177K
|
46K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.92K- 8.31% |
$165K - $178K
|
32.3K
$1.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.93K- 3.14% |
$165K - $178K
|
90.4K
$5.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.98K- 2.06% |
$168K - $181K
|
141K
$7.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-2.98K- 1.87% |
$168K - $181K
|
156K
$8.68M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.04K- 4.95% |
$171K - $185K
|
58.3K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.05K- 84.72% |
$172K - $185K
|
550
$30.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.07K- 0.86% |
$173K - $187K
|
356K
$19.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.08K- 6.2% |
$174K - $187K
|
46.5K
$2.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 0.46% |
$175K - $188K
|
671K
$37.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.11K- 4.13% |
$175K - $189K
|
72K
$4.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.13K- 7.22% |
$176K - $190K
|
40.1K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.17K- 4.12% |
$179K - $193K
|
73.7K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.19K- 0.06% |
$180K - $194K
|
5.29M
$294M
|