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 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.98K- 2.06% |
$168K - $181K
|
141K
$9.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-2.98K- 1.87% |
$168K - $181K
|
156K
$10.3M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.04K- 4.95% |
$171K - $185K
|
58.3K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.05K- 84.72% |
$172K - $185K
|
550
$36.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.07K- 0.86% |
$173K - $187K
|
356K
$23.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.08K- 6.2% |
$174K - $187K
|
46.5K
$3.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 0.46% |
$175K - $188K
|
671K
$44.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.11K- 4.13% |
$175K - $189K
|
72K
$4.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.13K- 7.22% |
$176K - $190K
|
40.1K
$2.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.17K- 4.12% |
$179K - $193K
|
73.7K
$4.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.19K- 0.06% |
$180K - $194K
|
5.29M
$348M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.24K- 0.61% |
$183K - $197K
|
532K
$35M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3.25K- 30.09% |
$183K - $198K
|
7.55K
$497K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3.26K- 1.29% |
$184K - $198K
|
249K
$16.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.27K- 0.68% |
$184K - $199K
|
481K
$31.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.38K- 7.93% |
$191K - $205K
|
39.2K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-3.39K- 12.86% |
$191K - $206K
|
23K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.48K- 2.26% |
$196K - $211K
|
150K
$9.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.49K- 5.02% |
$197K - $212K
|
65.9K
$4.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.61K- 1.4% |
$204K - $220K
|
254K
$16.7M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.62K- 7.93% |
$204K - $220K
|
42K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.63K- 25.12% |
$205K - $221K
|
10.8K
$712K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.64K- 0.79% |
$205K - $221K
|
456K
$30M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.64K- 1.16% |
$205K - $221K
|
310K
$20.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.65K- 3.09% |
$206K - $222K
|
114K
$7.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.69K- 3.69% |
$208K - $224K
|
96.3K
$6.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.75K- 3.88% |
$212K - $228K
|
92.9K
$6.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.79K- 9.32% |
$214K - $230K
|
36.8K
$2.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.8K- 3.43% |
$214K - $231K
|
107K
$7.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-3.83K- 1.56% |
$216K - $233K
|
241K
$15.9M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.85KClosed |
$217K - $234K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.88K- 4.09% |
$219K - $236K
|
91K
$5.99M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.92K- 0.51% |
$221K - $238K
|
760K
$50M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.93K- 0.65% |
$222K - $239K
|
599K
$39.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.03K- 13.14% |
$227K - $245K
|
26.6K
$1.75M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.05KClosed |
$229K - $246K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.09K- 7.45% |
$231K - $249K
|
50.8K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.17K- 7.2% |
$235K - $254K
|
53.7K
$3.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 2.22% |
$240K - $259K
|
187K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.27K- 5.43% |
$241K - $260K
|
74.4K
$4.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.31K- 5.37% |
$243K - $262K
|
75.8K
$4.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.34K- 5.46% |
$245K - $264K
|
75K
$4.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.38K- 80.12% |
$247K - $266K
|
1.09K
$71.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.46K- 2.86% |
$251K - $271K
|
151K
$9.94M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.52K- 6.05% |
$255K - $275K
|
70.3K
$4.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-4.53K- 1.49% |
$256K - $276K
|
301K
$19.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.57K- 2.19% |
$258K - $278K
|
204K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.57K- 5.19% |
$258K - $278K
|
83.5K
$5.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.57K- 1.84% |
$258K - $278K
|
244K
$16.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.58K- 0.62% |
$259K - $279K
|
734K
$48.3M
|