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 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.4K+ 5.66% |
$2M - $2.15M
|
661K
$41.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.3K+ 9.81% |
$1.99M - $2.15M
|
395K
$24.8M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
35.1K+ 111.6% |
$1.98M - $2.14M
|
66.6K
$4.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
34.9K+ 2.74% |
$1.97M - $2.12M
|
1.31M
$82.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
34.8K+ 38.87% |
$1.96M - $2.11M
|
124K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
34.6K+ 1.94% |
$1.95M - $2.1M
|
1.82M
$114M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
34.5K+ 5.99% |
$1.95M - $2.1M
|
612K
$38.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
34.3K+ 42.74% |
$1.94M - $2.08M
|
115K
$7.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
34.1K+ 10.05% |
$1.92M - $2.07M
|
373K
$23.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.5K+ 7.5% |
$1.83M - $1.97M
|
465K
$29.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
32.5K+ 15.52% |
$1.83M - $1.97M
|
241K
$15.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 4.63% |
$1.83M - $1.97M
|
734K
$46.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.4KNew |
$1.83M - $1.97M
|
32.4K
$2.04M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
32.4KNew |
$1.83M - $1.97M
|
32.4K
$2.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
32K+ 58.79% |
$1.8M - $1.94M
|
86.4K
$5.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
30.9K+ 182.86% |
$1.74M - $1.88M
|
47.8K
$3.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30.6KNew |
$1.73M - $1.86M
|
30.6K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.1K+ 5.71% |
$1.7M - $1.83M
|
558K
$35.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29.4K+ 8.68% |
$1.66M - $1.79M
|
368K
$23.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
29K+ 10.65% |
$1.64M - $1.76M
|
301K
$18.9M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
28.8KNew |
$1.62M - $1.75M
|
28.8K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
28.7K+ 4.14% |
$1.62M - $1.75M
|
723K
$45.5M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
28.1K+ 382.18% |
$1.59M - $1.71M
|
35.5K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
27.7K+ 328.04% |
$1.56M - $1.69M
|
36.2K
$2.28M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27.1K+ 5.21% |
$1.53M - $1.65M
|
547K
$34.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
26.9K+ 13.74% |
$1.52M - $1.63M
|
222K
$14M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
26.7K+ 42.13% |
$1.51M - $1.62M
|
90K
$5.66M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26K+ 12.95% |
$1.47M - $1.58M
|
227K
$14.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
25.9K+ 91.95% |
$1.46M - $1.57M
|
54K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
25.9K+ 11.36% |
$1.46M - $1.57M
|
253K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.3K+ 18.98% |
$1.43M - $1.54M
|
159K
$9.99M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
25.3K+ 5.0% |
$1.42M - $1.53M
|
531K
$33.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25.1K+ 819.22% |
$1.42M - $1.53M
|
28.2K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.1K+ 1.04% |
$1.41M - $1.52M
|
2.43M
$153M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25K+ 38.05% |
$1.41M - $1.52M
|
90.9K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
24.7K+ 1.87% |
$1.39M - $1.5M
|
1.34M
$84.5M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
24.7K+ 359.14% |
$1.39M - $1.5M
|
31.5K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 364.46% |
$1.39M - $1.5M
|
31.4K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.6K+ 4.82% |
$1.39M - $1.49M
|
534K
$33.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24.5K+ 95.05% |
$1.38M - $1.49M
|
50.3K
$3.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
23.8K+ 10.82% |
$1.34M - $1.45M
|
244K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
23.5KNew |
$1.33M - $1.43M
|
23.5K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
23.3K+ 2.79% |
$1.31M - $1.42M
|
859K
$54M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
23.2K+ 1.57% |
$1.31M - $1.41M
|
1.5M
$94.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
22.6K+ 7.99% |
$1.28M - $1.38M
|
306K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
22.3K+ 2.91% |
$1.26M - $1.36M
|
789K
$49.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
22.3KNew |
$1.26M - $1.35M
|
22.3K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
22.2KNew |
$1.25M - $1.35M
|
22.2K
$1.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
22.1KNew |
$1.25M - $1.34M
|
22.1K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
22K+ 8.23% |
$1.24M - $1.34M
|
290K
$18.2M
|