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 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-111K- 20.05% |
$6.28M - $6.77M
|
444K
$26.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-112K- 44.39% |
$6.33M - $6.82M
|
140K
$8.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-120K- 5.48% |
$6.8M - $7.32M
|
2.08M
$125M
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-126K- 89.07% |
$7.13M - $7.68M
|
15.5K
$932K
|
|
|
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
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-136K- 29.65% |
$7.68M - $8.27M
|
323K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-138K- 1.53% |
$7.77M - $8.37M
|
8.86M
$533M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-154K- 54.39% |
$8.67M - $9.34M
|
129K
$7.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160K- 11.4% |
$9.02M - $9.71M
|
1.24M
$74.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-161K- 8.4% |
$9.1M - $9.81M
|
1.76M
$106M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-161K- 35.17% |
$9.11M - $9.81M
|
298K
$17.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-173K- 95.05% |
$9.78M - $10.5M
|
9.02K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 0.53% |
$10.3M - $11.1M
|
34.2M
$2.06B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 0.53% |
$10.3M - $11.1M
|
34.2M
$2.06B
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 1.92% |
$14.1M - $15.2M
|
12.8M
$767M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-251K- 4.69% |
$14.1M - $15.2M
|
5.09M
$306M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-266K- 89.33% |
$15M - $16.2M
|
31.8K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-274K- 3.7% |
$15.5M - $16.7M
|
7.14M
$429M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-291K- 92.65% |
$16.4M - $17.7M
|
23.1K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-295K- 78.8% |
$16.7M - $17.9M
|
79.4K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-296K- 36.86% |
$16.7M - $18M
|
507K
$30.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-310K- 0.63% |
$17.5M - $18.8M
|
48.7M
$2.93B
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-317K- 42.19% |
$17.9M - $19.3M
|
435K
$26.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-341K- 4.23% |
$19.2M - $20.7M
|
7.71M
$463M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-367K- 95.08% |
$20.7M - $22.3M
|
19K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-420K- 16.19% |
$23.7M - $25.5M
|
2.17M
$131M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-423K- 47.12% |
$23.9M - $25.7M
|
474K
$28.5M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-453K- 34.23% |
$25.6M - $27.6M
|
871K
$52.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-462K- 61.98% |
$26.1M - $28.1M
|
283K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-623K- 0.96% |
$35.2M - $37.9M
|
64.1M
$3.85B
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-683K- 21.06% |
$38.6M - $41.5M
|
2.56M
$154M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-917K- 8.83% |
$51.8M - $55.8M
|
9.47M
$569M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-925K- 36.86% |
$52.2M - $56.2M
|
1.58M
$95.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-941K- 31.94% |
$53.1M - $57.2M
|
2.01M
$121M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 5.0% |
$102M - $109M
|
34.2M
$2.06B
|