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 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-3.83K- 1.56% |
$216K - $233K
|
241K
$15.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.88K- 4.09% |
$219K - $236K
|
91K
$5.7M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.92K- 0.51% |
$221K - $238K
|
760K
$47.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.93K- 0.65% |
$222K - $239K
|
599K
$37.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.03K- 13.14% |
$227K - $245K
|
26.6K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.09K- 7.45% |
$231K - $249K
|
50.8K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.17K- 7.2% |
$235K - $254K
|
53.7K
$3.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 2.22% |
$240K - $259K
|
187K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.27K- 5.43% |
$241K - $260K
|
74.4K
$4.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.31K- 5.37% |
$243K - $262K
|
75.8K
$4.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.34K- 5.46% |
$245K - $264K
|
75K
$4.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.38K- 80.12% |
$247K - $266K
|
1.09K
$68K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.46K- 2.86% |
$251K - $271K
|
151K
$9.46M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.52K- 6.05% |
$255K - $275K
|
70.3K
$4.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-4.53K- 1.49% |
$256K - $276K
|
301K
$18.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.57K- 2.19% |
$258K - $278K
|
204K
$12.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.57K- 5.19% |
$258K - $278K
|
83.5K
$5.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.57K- 1.84% |
$258K - $278K
|
244K
$15.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.58K- 0.62% |
$259K - $279K
|
734K
$46M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.66K- 3.71% |
$263K - $283K
|
121K
$7.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.71K- 26.12% |
$266K - $287K
|
13.3K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 39.23% |
$267K - $287K
|
7.33K
$459K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.8K- 3.34% |
$271K - $292K
|
139K
$8.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.88K- 1.65% |
$275K - $296K
|
290K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.07K- 1.56% |
$286K - $308K
|
319K
$20M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.08K- 0.92% |
$287K - $309K
|
550K
$34.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.09K- 11.25% |
$287K - $310K
|
40.2K
$2.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.1K- 19.99% |
$288K - $310K
|
20.4K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.11K- 6.52% |
$288K - $311K
|
73.3K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-5.12K- 16.63% |
$289K - $311K
|
25.7K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5.15K- 1.88% |
$291K - $313K
|
268K
$16.8M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.19K- 5.89% |
$293K - $316K
|
82.9K
$5.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.27K- 7.12% |
$297K - $320K
|
68.7K
$4.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.28K- 1.81% |
$298K - $321K
|
287K
$17.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.44K- 4.11% |
$307K - $331K
|
127K
$7.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.5K- 4.44% |
$310K - $334K
|
118K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.5K- 6.17% |
$311K - $335K
|
83.6K
$5.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.53K- 6.03% |
$312K - $336K
|
86.2K
$5.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.53K- 33.45% |
$312K - $336K
|
11K
$689K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.59K- 1.37% |
$316K - $340K
|
401K
$25.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-5.66K- 2.43% |
$319K - $344K
|
227K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-5.71K- 10.94% |
$322K - $347K
|
46.5K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.72K- 29.78% |
$322K - $347K
|
13.5K
$844K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-5.73K- 8.47% |
$323K - $348K
|
61.9K
$3.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-5.85K- 0.46% |
$330K - $356K
|
1.26M
$79M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.09K- 2.18% |
$344K - $370K
|
273K
$17.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.14K- 7.75% |
$346K - $373K
|
73.1K
$4.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6.17K- 3.18% |
$348K - $375K
|
188K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.19K- 4.95% |
$349K - $376K
|
119K
$7.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.31K- 15.76% |
$356K - $383K
|
33.7K
$2.11M
|