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 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.04K- 4.25% |
$115K - $124K
|
45.9K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.07K- 0.66% |
$117K - $126K
|
312K
$20.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.7% |
$117K - $127K
|
121K
$7.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.09K- 0.47% |
$118K - $127K
|
446K
$29.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.09K- 34.84% |
$118K - $127K
|
3.91K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 2.86% |
$119K - $128K
|
71.4K
$4.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 3.01% |
$119K - $128K
|
67.8K
$4.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.12K- 16.66% |
$120K - $129K
|
10.6K
$697K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.13K- 1.37% |
$120K - $129K
|
153K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.13K- 7.02% |
$120K - $130K
|
28.2K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.14K- 1.76% |
$120K - $130K
|
119K
$7.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.18K- 27.09% |
$123K - $132K
|
5.86K
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.18K- 9.23% |
$123K - $132K
|
21.4K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.2K- 92.63% |
$124K - $134K
|
175
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.21K- 12.61% |
$124K - $134K
|
15.3K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.22K- 11.74% |
$125K - $135K
|
16.7K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.23K- 1.62% |
$126K - $135K
|
136K
$8.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.24K- 41.91% |
$126K - $136K
|
3.11K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.25K- 2.71% |
$127K - $137K
|
80.8K
$5.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.26K- 26.57% |
$127K - $137K
|
6.23K
$410K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.28K- 1.32% |
$129K - $139K
|
171K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 12.84% |
$130K - $140K
|
15.6K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 2.21% |
$130K - $140K
|
102K
$6.71M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-2.32K- 0.91% |
$131K - $141K
|
253K
$16.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.32K- 3.36% |
$131K - $141K
|
66.6K
$4.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 1.5% |
$131K - $141K
|
152K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.39K- 1.85% |
$135K - $145K
|
127K
$8.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.41K- 5.14% |
$136K - $147K
|
44.6K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.42K- 1.08% |
$136K - $147K
|
222K
$14.6M
|
|
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.42K- 1.08% |
$136K - $147K
|
222K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.44K- 3.85% |
$137K - $148K
|
60.8K
$4M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-2.48K- 40.49% |
$140K - $151K
|
3.65K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.53K- 0.62% |
$142K - $153K
|
407K
$26.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.53K- 1.96% |
$143K - $154K
|
127K
$8.33M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.55K- 14.15% |
$144K - $155K
|
15.4K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.57K- 13.34% |
$145K - $156K
|
16.7K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.6K- 1.12% |
$147K - $158K
|
230K
$15.1M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.61K- 17.0% |
$147K - $158K
|
12.7K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.63K- 26.94% |
$148K - $160K
|
7.12K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 3.5% |
$149K - $160K
|
72.8K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.71K- 4.44% |
$153K - $165K
|
58.2K
$3.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 0.22% |
$156K - $168K
|
1.28M
$84.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.82K- 6.4% |
$159K - $171K
|
41.2K
$2.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.82K- 0.52% |
$159K - $171K
|
542K
$35.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.84K- 1.47% |
$160K - $173K
|
191K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.84K- 9.33% |
$160K - $173K
|
27.6K
$1.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.85K- 4.33% |
$161K - $173K
|
63.1K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.92K- 5.97% |
$165K - $177K
|
46K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.92K- 8.31% |
$165K - $178K
|
32.3K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.93K- 3.14% |
$165K - $178K
|
90.4K
$5.95M
|