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
|
Ifg Advisors, LLC
|
BUY
|
- |
16.6K+ 12.48% |
$935K - $1.01M
|
149K
$9.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
16.5K+ 2.58% |
$929K - $1M
|
655K
$41.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.4K+ 27.87% |
$927K - $999K
|
75.4K
$4.74M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.3K+ 8.22% |
$921K - $992K
|
215K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
15.9K+ 8.62% |
$897K - $966K
|
200K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15.8K+ 0.73% |
$889K - $958K
|
2.16M
$136M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
15.7K+ 7.8% |
$887K - $956K
|
217K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
15.7KNew |
$885K - $953K
|
15.7K
$987K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 15.28% |
$873K - $940K
|
117K
$7.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.4KNew |
$871K - $939K
|
15.4K
$971K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.4K+ 9.88% |
$867K - $934K
|
171K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15.2K+ 5.73% |
$855K - $921K
|
280K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
15.2K+ 193.33% |
$855K - $921K
|
23K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
15.1KNew |
$854K - $920K
|
15.1K
$952K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 7.56% |
$843K - $908K
|
213K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14.7K+ 2.08% |
$830K - $894K
|
721K
$45.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14.6K+ 10.57% |
$822K - $885K
|
152K
$9.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.4K+ 385.79% |
$812K - $875K
|
18.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14.4K+ 96.61% |
$811K - $874K
|
29.3K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.3K+ 138.81% |
$807K - $869K
|
24.6K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.3K+ 18.08% |
$807K - $869K
|
93.4K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
14.2K+ 9.53% |
$802K - $864K
|
163K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
14K+ 3.13% |
$793K - $854K
|
463K
$29.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
14K+ 2.68% |
$793K - $854K
|
537K
$33.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.8K+ 4.94% |
$781K - $841K
|
294K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.8K+ 1.41% |
$779K - $839K
|
993K
$62.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
13.8K+ 3.86% |
$778K - $838K
|
371K
$23.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.8K+ 10.46% |
$777K - $838K
|
146K
$9.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13.8K+ 5.13% |
$776K - $836K
|
282K
$17.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.6KNew |
$770K - $829K
|
13.6K
$858K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 3.19% |
$754K - $812K
|
433K
$27.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
13.3K+ 8.19% |
$749K - $807K
|
175K
$11M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.1K+ 65.51% |
$740K - $797K
|
33.1K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.8K+ 53.01% |
$722K - $778K
|
36.9K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.8K+ 0.84% |
$720K - $776K
|
1.53M
$96.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.7K+ 236.14% |
$717K - $772K
|
18.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12.6K+ 10.88% |
$709K - $763K
|
128K
$8.05M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12.4KNew |
$701K - $755K
|
12.4K
$782K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
12.2K+ 149.97% |
$688K - $742K
|
20.3K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
12.2K+ 40.35% |
$687K - $740K
|
42.4K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 6.57% |
$684K - $737K
|
197K
$12.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
12K+ 267.2% |
$675K - $727K
|
16.4K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.9K+ 12.44% |
$671K - $723K
|
107K
$6.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.8K+ 2.96% |
$666K - $718K
|
410K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.8K+ 3222.74% |
$664K - $715K
|
12.1K
$763K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8K+ 3.64% |
$663K - $715K
|
334K
$21M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 66.95% |
$656K - $707K
|
29K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6K+ 2.72% |
$652K - $703K
|
437K
$27.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
11.5K+ 10.24% |
$647K - $697K
|
123K
$7.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
11.3KNew |
$640K - $690K
|
11.3K
$714K
|