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
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11.2K- 17.79% |
$634K - $683K
|
52K
$3.25M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11.3K- 15.96% |
$638K - $687K
|
59.5K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 2.07% |
$639K - $688K
|
535K
$33.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-11.5K- 28.15% |
$648K - $698K
|
29.3K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.6K- 12.69% |
$657K - $707K
|
80.1K
$5.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.7K- 2.99% |
$658K - $709K
|
379K
$23.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-11.7K- 29.53% |
$662K - $713K
|
28K
$1.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.9K- 7.44% |
$670K - $722K
|
148K
$9.24M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.9K- 6.35% |
$673K - $725K
|
176K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.1K- 1.23% |
$685K - $738K
|
972K
$60.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-12.2K- 1.21% |
$688K - $742K
|
995K
$62.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 2.56% |
$696K - $749K
|
469K
$29.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.4K- 2.46% |
$700K - $754K
|
491K
$30.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-13.2K- 15.57% |
$745K - $802K
|
71.6K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.2K- 0.9% |
$746K - $804K
|
1.46M
$91.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-13.3K- 7.35% |
$750K - $807K
|
167K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13.3K- 5.85% |
$753K - $811K
|
215K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-13.7K- 9.05% |
$776K - $836K
|
138K
$8.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-13.9K- 11.52% |
$782K - $843K
|
107K
$6.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.9K- 14.59% |
$787K - $848K
|
81.7K
$5.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14K- 26.63% |
$790K - $851K
|
38.6K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-14.2K- 30.0% |
$804K - $866K
|
33.2K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14.9K- 82.04% |
$839K - $904K
|
3.26K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15K- 6.59% |
$848K - $914K
|
213K
$13.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15.1K- 8.79% |
$850K - $915K
|
156K
$9.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-15.8K- 36.61% |
$889K - $958K
|
27.3K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.8K- 0.99% |
$890K - $959K
|
1.57M
$98.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-15.9K- 20.77% |
$896K - $965K
|
60.6K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.1K- 1.12% |
$909K - $979K
|
1.42M
$88.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 30.41% |
$925K - $997K
|
37.5K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.5K- 68.71% |
$933K - $1M
|
7.53K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.5K- 11.4% |
$934K - $1.01M
|
129K
$8.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.7K- 34.81% |
$943K - $1.02M
|
31.3K
$1.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17K- 1.96% |
$957K - $1.03M
|
849K
$53.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-17K- 10.68% |
$960K - $1.03M
|
142K
$8.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-17.5K- 3.56% |
$989K - $1.07M
|
475K
$29.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-17.6K- 9.25% |
$996K - $1.07M
|
173K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-17.8K- 8.24% |
$1M - $1.08M
|
198K
$12.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-18K- 0.2% |
$1.02M - $1.1M
|
9.09M
$569M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-18.7K- 12.7% |
$1.06M - $1.14M
|
129K
$8.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.6K- 4.32% |
$1.1M - $1.19M
|
433K
$27.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20K- 18.81% |
$1.13M - $1.22M
|
86.3K
$5.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-20.1K- 3.33% |
$1.13M - $1.22M
|
584K
$36.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20.2K- 1.25% |
$1.14M - $1.23M
|
1.6M
$99.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-20.3K- 39.39% |
$1.15M - $1.23M
|
31.2K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.4K- 1.89% |
$1.15M - $1.24M
|
1.06M
$66.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 19.15% |
$1.15M - $1.24M
|
86.3K
$5.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-20.9K- 15.72% |
$1.18M - $1.27M
|
112K
$7.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 4.18% |
$1.21M - $1.3M
|
490K
$30.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-21.4K- 2.35% |
$1.21M - $1.3M
|
888K
$55.6M
|