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
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.89K- 6.3% |
$501K - $540K
|
132K
$7.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.89K- 35.92% |
$502K - $540K
|
15.9K
$883K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-8.94K- 1.14% |
$504K - $543K
|
774K
$43.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-8.95K- 4.23% |
$505K - $544K
|
203K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.99K- 2.34% |
$507K - $546K
|
375K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-9.02K- 6.69% |
$509K - $548K
|
126K
$7M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.13K- 4.93% |
$515K - $555K
|
176K
$9.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.15K- 18.05% |
$516K - $556K
|
41.6K
$2.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.26K- 10.75% |
$522K - $563K
|
76.9K
$4.28M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 3.84% |
$523K - $563K
|
232K
$12.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.28K- 5.38% |
$523K - $564K
|
163K
$9.08M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9.53K- 83.4% |
$538K - $580K
|
1.9K
$106K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.8K- 44.15% |
$553K - $596K
|
12.4K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.3K- 13.76% |
$581K - $626K
|
64.6K
$3.59M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.5K- 20.18% |
$593K - $639K
|
41.6K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-10.6K- 2.39% |
$597K - $643K
|
432K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 15.98% |
$599K - $645K
|
55.8K
$3.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10.7K- 13.84% |
$602K - $648K
|
66.4K
$3.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-11K- 8.84% |
$621K - $668K
|
113K
$6.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 2.51% |
$632K - $680K
|
435K
$24.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11.2K- 17.79% |
$634K - $683K
|
52K
$2.89M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11.3K- 15.96% |
$638K - $687K
|
59.5K
$3.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 2.07% |
$639K - $688K
|
535K
$29.8M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-11.5K- 28.15% |
$648K - $698K
|
29.3K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.6K- 12.69% |
$657K - $707K
|
80.1K
$4.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.7K- 2.99% |
$658K - $709K
|
379K
$21.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-11.7K- 29.53% |
$662K - $713K
|
28K
$1.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.9K- 7.44% |
$670K - $722K
|
148K
$8.22M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.9K- 6.35% |
$673K - $725K
|
176K
$9.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.1K- 1.23% |
$685K - $738K
|
972K
$54.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-12.2K- 1.21% |
$688K - $742K
|
995K
$55.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 2.56% |
$696K - $749K
|
469K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.4K- 2.46% |
$700K - $754K
|
491K
$27.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-13.2K- 15.57% |
$745K - $802K
|
71.6K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.2K- 0.9% |
$746K - $804K
|
1.46M
$81.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-13.3K- 7.35% |
$750K - $807K
|
167K
$9.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13.3K- 5.85% |
$753K - $811K
|
215K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-13.7K- 9.05% |
$776K - $836K
|
138K
$7.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-13.9K- 11.52% |
$782K - $843K
|
107K
$5.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.9K- 14.59% |
$787K - $848K
|
81.7K
$4.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14K- 26.63% |
$790K - $851K
|
38.6K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-14.2K- 30.0% |
$804K - $866K
|
33.2K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14.9K- 82.04% |
$839K - $904K
|
3.26K
$181K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15K- 6.59% |
$848K - $914K
|
213K
$11.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15.1K- 8.79% |
$850K - $915K
|
156K
$8.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-15.8K- 36.61% |
$889K - $958K
|
27.3K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.8K- 0.99% |
$890K - $959K
|
1.57M
$87.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-15.9K- 20.77% |
$896K - $965K
|
60.6K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.1K- 1.12% |
$909K - $979K
|
1.42M
$78.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 30.41% |
$925K - $997K
|
37.5K
$2.09M
|