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 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-58.7K- 24.55% |
$3.31M - $3.57M
|
180K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-58.9K- 39.2% |
$3.32M - $3.58M
|
91.3K
$5.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-59.8K- 71.09% |
$3.38M - $3.64M
|
24.3K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-61K- 9.79% |
$3.44M - $3.71M
|
562K
$35.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-61.8K- 37.27% |
$3.49M - $3.75M
|
104K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-63K- 0.89% |
$3.56M - $3.83M
|
7.06M
$444M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-65K- 8.54% |
$3.67M - $3.95M
|
696K
$43.8M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-67.5K- 80.13% |
$3.81M - $4.11M
|
16.8K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-71.2K- 2.76% |
$4.02M - $4.33M
|
2.51M
$158M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-82.6K- 16.33% |
$4.66M - $5.02M
|
423K
$26.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-86.4K- 50.65% |
$4.88M - $5.25M
|
84.2K
$5.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-87.8K- 8.18% |
$4.96M - $5.34M
|
986K
$62M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-89.4K- 2.65% |
$5.04M - $5.43M
|
3.28M
$206M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-89.5K- 1.2% |
$5.05M - $5.44M
|
7.35M
$463M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-90.3K- 32.62% |
$5.09M - $5.49M
|
186K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-92.3K- 58.08% |
$5.21M - $5.61M
|
66.6K
$4.19M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-92.3K- 58.08% |
$5.21M - $5.61M
|
66.6K
$4.19M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-94.9K- 47.24% |
$5.36M - $5.77M
|
106K
$6.67M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-96.3K- 23.76% |
$5.44M - $5.86M
|
309K
$19.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-98.3K- 4.08% |
$5.55M - $5.98M
|
2.31M
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-106K- 87.79% |
$5.99M - $6.45M
|
14.8K
$929K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-110K- 23.66% |
$6.23M - $6.71M
|
356K
$22.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-111K- 20.05% |
$6.28M - $6.77M
|
444K
$27.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-112K- 44.39% |
$6.33M - $6.82M
|
140K
$8.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-120K- 5.48% |
$6.8M - $7.32M
|
2.08M
$131M
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-126K- 89.07% |
$7.13M - $7.68M
|
15.5K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-128KClosed |
$7.22M - $7.78M
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-133K- 64.69% |
$7.52M - $8.1M
|
72.8K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-136K- 29.65% |
$7.68M - $8.27M
|
323K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-138K- 1.53% |
$7.77M - $8.37M
|
8.86M
$558M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-154K- 54.39% |
$8.67M - $9.34M
|
129K
$8.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160K- 11.4% |
$9.02M - $9.71M
|
1.24M
$78.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-161K- 8.4% |
$9.1M - $9.81M
|
1.76M
$111M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-161K- 35.17% |
$9.11M - $9.81M
|
298K
$18.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-173K- 95.05% |
$9.78M - $10.5M
|
9.02K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 0.53% |
$10.3M - $11.1M
|
34.2M
$2.15B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 0.53% |
$10.3M - $11.1M
|
34.2M
$2.15B
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 1.92% |
$14.1M - $15.2M
|
12.8M
$802M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-251K- 4.69% |
$14.1M - $15.2M
|
5.09M
$320M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-266K- 89.33% |
$15M - $16.2M
|
31.8K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-274K- 3.7% |
$15.5M - $16.7M
|
7.14M
$449M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-291K- 92.65% |
$16.4M - $17.7M
|
23.1K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-295K- 78.8% |
$16.7M - $17.9M
|
79.4K
$5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-296K- 36.86% |
$16.7M - $18M
|
507K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-310K- 0.63% |
$17.5M - $18.8M
|
48.7M
$3.07B
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-317K- 42.19% |
$17.9M - $19.3M
|
435K
$27.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-341K- 4.23% |
$19.2M - $20.7M
|
7.71M
$485M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-367K- 95.08% |
$20.7M - $22.3M
|
19K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-420K- 16.19% |
$23.7M - $25.5M
|
2.17M
$137M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-423K- 47.12% |
$23.9M - $25.7M
|
474K
$29.8M
|