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 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.41K- 5.14% |
$136K - $147K
|
44.6K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 1.08% |
$136K - $147K
|
222K
$13.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.44K- 3.85% |
$137K - $148K
|
60.8K
$3.81M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-2.48K- 40.49% |
$140K - $151K
|
3.65K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.53K- 0.62% |
$142K - $153K
|
407K
$25.5M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.53K- 1.96% |
$143K - $154K
|
127K
$7.93M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.55K- 14.15% |
$144K - $155K
|
15.4K
$967K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.57K- 13.34% |
$145K - $156K
|
16.7K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.6K- 1.12% |
$147K - $158K
|
230K
$14.4M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.61K- 17.0% |
$147K - $158K
|
12.7K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.63K- 26.94% |
$148K - $160K
|
7.12K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 3.5% |
$149K - $160K
|
72.8K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.71K- 4.44% |
$153K - $165K
|
58.2K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 0.22% |
$156K - $168K
|
1.28M
$80M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.82K- 6.4% |
$159K - $171K
|
41.2K
$2.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.82K- 0.52% |
$159K - $171K
|
542K
$33.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.84K- 1.47% |
$160K - $173K
|
191K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.84K- 9.33% |
$160K - $173K
|
27.6K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.85K- 4.33% |
$161K - $173K
|
63.1K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.92K- 5.97% |
$165K - $177K
|
46K
$2.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.92K- 8.31% |
$165K - $178K
|
32.3K
$2.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.93K- 3.14% |
$165K - $178K
|
90.4K
$5.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.98K- 2.06% |
$168K - $181K
|
141K
$8.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-2.98K- 1.87% |
$168K - $181K
|
156K
$9.77M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.04K- 4.95% |
$171K - $185K
|
58.3K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.05K- 84.72% |
$172K - $185K
|
550
$34.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.07K- 0.86% |
$173K - $187K
|
356K
$22.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.08K- 6.2% |
$174K - $187K
|
46.5K
$2.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 0.46% |
$175K - $188K
|
671K
$42M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.11K- 4.13% |
$175K - $189K
|
72K
$4.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.13K- 7.22% |
$176K - $190K
|
40.1K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.17K- 4.12% |
$179K - $193K
|
73.7K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.19K- 0.06% |
$180K - $194K
|
5.29M
$331M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.24K- 0.61% |
$183K - $197K
|
532K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3.25K- 30.09% |
$183K - $198K
|
7.55K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3.26K- 1.29% |
$184K - $198K
|
249K
$15.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.27K- 0.68% |
$184K - $199K
|
481K
$30.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.38K- 7.93% |
$191K - $205K
|
39.2K
$2.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-3.39K- 12.86% |
$191K - $206K
|
23K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.48K- 2.26% |
$196K - $211K
|
150K
$9.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.49K- 5.02% |
$197K - $212K
|
65.9K
$4.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.61K- 1.4% |
$204K - $220K
|
254K
$15.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.63K- 25.12% |
$205K - $221K
|
10.8K
$678K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.64K- 0.79% |
$205K - $221K
|
456K
$28.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.64K- 1.16% |
$205K - $221K
|
310K
$19.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.65K- 3.09% |
$206K - $222K
|
114K
$7.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.69K- 3.69% |
$208K - $224K
|
96.3K
$6.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.75K- 3.88% |
$212K - $228K
|
92.9K
$5.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.79K- 9.32% |
$214K - $230K
|
36.8K
$2.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.8K- 3.43% |
$214K - $231K
|
107K
$6.7M
|