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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8.21K+ 504.92% |
$463K - $499K
|
9.83K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.16K+ 4184.1% |
$460K - $496K
|
8.35K
$526K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.08K+ 3.74% |
$456K - $491K
|
224K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.05K+ 9.01% |
$454K - $489K
|
97.4K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.05KNew |
$454K - $489K
|
8.05K
$506K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.03KNew |
$453K - $488K
|
8.03K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.03K+ 0.51% |
$453K - $488K
|
1.58M
$99.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.9KNew |
$446K - $480K
|
7.9K
$497K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.9K+ 2.03% |
$446K - $480K
|
397K
$25M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
7.86KNew |
$444K - $478K
|
7.86K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.84K+ 15.86% |
$443K - $477K
|
57.3K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.82K+ 370.28% |
$442K - $476K
|
9.94K
$625K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.78K+ 18.3% |
$439K - $473K
|
50.3K
$3.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.77K+ 0.33% |
$438K - $472K
|
2.38M
$150M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.71KNew |
$435K - $468K
|
7.71K
$485K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
7.7K+ 2.65% |
$434K - $468K
|
298K
$18.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.66K+ 1.17% |
$432K - $465K
|
662K
$41.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.62K+ 21.27% |
$430K - $463K
|
43.4K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.55K+ 6.98% |
$426K - $459K
|
116K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.52K+ 37.08% |
$424K - $457K
|
27.8K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.38K+ 1.23% |
$417K - $449K
|
607K
$38.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
7.38KNew |
$416K - $449K
|
7.38K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.29K+ 38.02% |
$411K - $443K
|
26.4K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.28K+ 396.08% |
$411K - $443K
|
9.12K
$574K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.21K+ 4.97% |
$407K - $438K
|
152K
$9.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.19K+ 86.05% |
$406K - $437K
|
15.5K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.08K+ 53.59% |
$399K - $430K
|
20.3K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
6.88K+ 2.97% |
$388K - $418K
|
239K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.88K+ 42.15% |
$388K - $418K
|
23.2K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
6.82K+ 4.89% |
$385K - $415K
|
146K
$9.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.8KNew |
$384K - $413K
|
6.8K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.68K+ 2.28% |
$377K - $406K
|
299K
$18.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.64K+ 8.45% |
$374K - $403K
|
85.1K
$5.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.58K+ 2.14% |
$371K - $400K
|
314K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6.55KNew |
$370K - $398K
|
6.55K
$412K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.54K+ 20.52% |
$369K - $398K
|
38.4K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.54KNew |
$369K - $397K
|
6.54K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.52KNew |
$368K - $396K
|
6.52K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.44K+ 7.21% |
$363K - $391K
|
95.7K
$6.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.42K+ 2.18% |
$362K - $390K
|
300K
$18.9M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
6.37KNew |
$359K - $387K
|
6.37K
$400K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
6.26K+ 2.15% |
$353K - $381K
|
298K
$18.7M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.22K+ 40.96% |
$351K - $378K
|
21.4K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.19K+ 51.29% |
$349K - $376K
|
18.3K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.11K+ 7.86% |
$345K - $371K
|
83.8K
$5.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.07K+ 13.97% |
$342K - $369K
|
49.5K
$3.11M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
6.05KNew |
$341K - $368K
|
6.05K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$341K - $368K
|
6.05K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.01K+ 1.73% |
$339K - $366K
|
353K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
6.01KNew |
$339K - $365K
|
6.01K
$378K
|