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 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-22.3K- 3.48% |
$1.26M - $1.35M
|
618K
$38.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-22.8K- 18.12% |
$1.29M - $1.39M
|
103K
$6.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23.1K- 19.16% |
$1.3M - $1.4M
|
97.4K
$6.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-23.6K- 2.4% |
$1.33M - $1.44M
|
960K
$60.1M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 4.41% |
$1.33M - $1.44M
|
513K
$32.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-24K- 3.05% |
$1.35M - $1.46M
|
761K
$47.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-24.3K- 3.76% |
$1.37M - $1.48M
|
622K
$38.9M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-24.3K- 61.39% |
$1.37M - $1.48M
|
15.3K
$957K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-25.8K- 6.96% |
$1.46M - $1.57M
|
345K
$21.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-26K- 42.22% |
$1.47M - $1.58M
|
35.6K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-26.4K- 28.12% |
$1.49M - $1.61M
|
67.5K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-27.2K- 79.77% |
$1.54M - $1.66M
|
6.91K
$433K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-28.3K- 4.03% |
$1.6M - $1.72M
|
673K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.1K- 42.41% |
$1.64M - $1.77M
|
39.5K
$2.48M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29.3K- 47.46% |
$1.65M - $1.78M
|
32.4K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-30.5K- 2.76% |
$1.72M - $1.85M
|
1.07M
$67.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-31.7K- 4.8% |
$1.79M - $1.93M
|
628K
$39.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.9K- 34.3% |
$1.8M - $1.94M
|
61K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.5K- 5.62% |
$1.89M - $2.03M
|
562K
$35.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-34.3K- 2.9% |
$1.94M - $2.09M
|
1.15M
$72.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34.6K- 95.33% |
$1.95M - $2.11M
|
1.7K
$106K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-35.4K- 12.62% |
$2M - $2.15M
|
245K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-35.7K- 73.14% |
$2.01M - $2.17M
|
13.1K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-36.4K- 50.0% |
$2.05M - $2.21M
|
36.4K
$2.28M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-36.7K- 14.23% |
$2.07M - $2.23M
|
221K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.3K- 0.17% |
$2.1M - $2.27M
|
22M
$1.38B
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-37.7K- 69.14% |
$2.13M - $2.29M
|
16.8K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-38.6K- 57.86% |
$2.18M - $2.35M
|
28.1K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-38.8K- 5.33% |
$2.19M - $2.36M
|
689K
$43.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-38.9K- 4.01% |
$2.2M - $2.37M
|
932K
$58.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-39.4K- 11.99% |
$2.23M - $2.4M
|
289K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.5K- 1.24% |
$2.23M - $2.4M
|
3.14M
$197M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-39.6K- 65.0% |
$2.24M - $2.41M
|
21.3K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-39.9K- 2.69% |
$2.25M - $2.42M
|
1.44M
$90.1M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-41.1K- 59.65% |
$2.32M - $2.5M
|
27.8K
$1.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-42.9K- 3.98% |
$2.42M - $2.61M
|
1.03M
$64.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.7K- 26.98% |
$2.46M - $2.65M
|
118K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-43.9K- 1.42% |
$2.47M - $2.67M
|
3.04M
$190M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-44.1K- 4.71% |
$2.49M - $2.68M
|
892K
$55.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-45.2K- 35.63% |
$2.55M - $2.75M
|
81.6K
$5.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-46.7K- 16.13% |
$2.64M - $2.84M
|
243K
$15.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-47.2K- 8.55% |
$2.66M - $2.87M
|
504K
$31.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-47.5K- 78.98% |
$2.68M - $2.89M
|
12.6K
$791K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-47.9K- 79.12% |
$2.7M - $2.91M
|
12.6K
$791K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-48.8K- 0.95% |
$2.75M - $2.97M
|
5.1M
$319M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-51.2K- 90.52% |
$2.89M - $3.11M
|
5.37K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-53.7K- 4.65% |
$3.03M - $3.27M
|
1.1M
$69M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-53.8K- 2.91% |
$3.04M - $3.27M
|
1.79M
$112M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-55.5K- 36.46% |
$3.13M - $3.38M
|
96.8K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-56.7K- 47.72% |
$3.2M - $3.44M
|
62.1K
$3.89M
|