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 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.79K- 50.08% |
$440K - $474K
|
7.77K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.83K- 4.11% |
$442K - $476K
|
183K
$12M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.94K- 35.3% |
$448K - $483K
|
14.6K
$958K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-8.19K- 3.94% |
$462K - $498K
|
200K
$13.1M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.2K- 52.39% |
$463K - $499K
|
7.45K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.37K- 15.32% |
$472K - $509K
|
46.2K
$3.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8.43K- 11.08% |
$476K - $513K
|
67.6K
$4.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.47K- 6.55% |
$478K - $515K
|
121K
$7.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.65K- 2.17% |
$488K - $526K
|
390K
$25.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.71K- 6.54% |
$491K - $529K
|
125K
$8.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.72K- 2.6% |
$492K - $530K
|
327K
$21.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8.8K- 1.47% |
$497K - $535K
|
591K
$38.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.84K- 2.33% |
$499K - $537K
|
371K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.89K- 7.95% |
$501K - $540K
|
103K
$6.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.89K- 6.3% |
$501K - $540K
|
132K
$8.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.89K- 35.92% |
$502K - $540K
|
15.9K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-8.94K- 1.14% |
$504K - $543K
|
774K
$50.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-8.95K- 4.23% |
$505K - $544K
|
203K
$13.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.99K- 2.34% |
$507K - $546K
|
375K
$24.7M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-9.02K- 6.69% |
$509K - $548K
|
126K
$8.27M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.13K- 4.93% |
$515K - $555K
|
176K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.15K- 18.05% |
$516K - $556K
|
41.6K
$2.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.26K- 10.75% |
$522K - $563K
|
76.9K
$5.06M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 3.84% |
$523K - $563K
|
232K
$15.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.28K- 5.38% |
$523K - $564K
|
163K
$10.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9.53K- 83.4% |
$538K - $580K
|
1.9K
$125K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.8K- 44.15% |
$553K - $596K
|
12.4K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.3K- 13.76% |
$581K - $626K
|
64.6K
$4.25M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.5K- 20.18% |
$593K - $639K
|
41.6K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-10.6K- 2.39% |
$597K - $643K
|
432K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 15.98% |
$599K - $645K
|
55.8K
$3.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.7K- 13.84% |
$602K - $648K
|
66.4K
$4.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-11K- 8.84% |
$621K - $668K
|
113K
$7.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 2.51% |
$632K - $680K
|
435K
$28.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11.2K- 17.79% |
$634K - $683K
|
52K
$3.42M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11.3K- 15.96% |
$638K - $687K
|
59.5K
$3.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 2.07% |
$639K - $688K
|
535K
$35.2M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-11.5K- 28.15% |
$648K - $698K
|
29.3K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.6K- 12.69% |
$657K - $707K
|
80.1K
$5.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.7K- 2.99% |
$658K - $709K
|
379K
$24.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-11.7K- 29.53% |
$662K - $713K
|
28K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.9K- 7.44% |
$670K - $722K
|
148K
$9.71M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.9K- 6.35% |
$673K - $725K
|
176K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.1K- 1.23% |
$685K - $738K
|
972K
$63.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-12.2K- 1.21% |
$688K - $742K
|
995K
$65.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 2.56% |
$696K - $749K
|
469K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.4K- 2.46% |
$700K - $754K
|
491K
$32.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-13.2K- 15.57% |
$745K - $802K
|
71.6K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.2K- 0.9% |
$746K - $804K
|
1.46M
$96M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-13.3K- 7.35% |
$750K - $807K
|
167K
$11M
|