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 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.01K+ 2.36% |
$339K - $365K
|
261K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.99K+ 4.27% |
$338K - $364K
|
146K
$9.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.9K+ 44.15% |
$333K - $359K
|
19.3K
$1.21M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.89K+ 31.73% |
$333K - $358K
|
24.5K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.87K+ 1.43% |
$331K - $357K
|
415K
$26.1M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
5.83K+ 7.69% |
$329K - $354K
|
81.6K
$5.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.82K+ 1.54% |
$328K - $354K
|
384K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
5.75K+ 4.38% |
$324K - $349K
|
137K
$8.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
5.71K+ 2.17% |
$322K - $347K
|
269K
$16.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.7K+ 3.82% |
$321K - $346K
|
155K
$9.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.67K+ 7.49% |
$320K - $345K
|
81.3K
$5.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.65KNew |
$319K - $343K
|
5.65K
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5.63K+ 2.2% |
$317K - $342K
|
261K
$16.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.57KNew |
$314K - $338K
|
5.57K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.53K+ 10.33% |
$312K - $336K
|
59.1K
$3.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
5.51K+ 170.62% |
$311K - $335K
|
8.74K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.47K+ 20.35% |
$308K - $332K
|
32.3K
$2.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
5.45K+ 0.27% |
$308K - $331K
|
2.03M
$127M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.45K+ 3.93% |
$308K - $331K
|
144K
$9.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.45K+ 5.48% |
$307K - $331K
|
105K
$6.59M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
5.41K+ 5.87% |
$306K - $329K
|
97.7K
$6.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.37KNew |
$303K - $327K
|
5.37K
$338K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.37K+ 3.45% |
$303K - $327K
|
161K
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.32K+ 6.81% |
$300K - $323K
|
83.5K
$5.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.27K+ 6.27% |
$297K - $320K
|
89.4K
$5.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
5.22KNew |
$295K - $318K
|
5.22K
$329K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.2K+ 0.84% |
$293K - $316K
|
621K
$39.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.17K+ 8.31% |
$292K - $314K
|
67.4K
$4.24M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.17K+ 8.31% |
$292K - $314K
|
67.4K
$4.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$291K - $314K
|
5.17K
$325K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.15KNew |
$290K - $313K
|
5.15K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.14K+ 100.1% |
$290K - $312K
|
10.3K
$646K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.1K+ 389.38% |
$288K - $310K
|
6.41K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
5.07KNew |
$286K - $308K
|
5.07K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.07K+ 22.05% |
$286K - $308K
|
28K
$1.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.04K+ 45.22% |
$284K - $306K
|
16.2K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.03KNew |
$284K - $305K
|
5.03K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.02K+ 8.42% |
$283K - $305K
|
64.7K
$4.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
5K+ 400.0% |
$282K - $304K
|
6.25K
$393K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5K+ 107.87% |
$282K - $304K
|
9.64K
$606K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
5K+ 113.64% |
$282K - $304K
|
9.4K
$591K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.99K+ 17.84% |
$282K - $303K
|
33K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 4.28% |
$282K - $303K
|
122K
$7.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.94K+ 2.7% |
$279K - $300K
|
188K
$11.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$278K - $300K
|
4.93K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.93K+ 2.06% |
$278K - $300K
|
244K
$15.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.89KNew |
$276K - $297K
|
4.89K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.87K+ 4.68% |
$275K - $296K
|
109K
$6.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.79K+ 109.03% |
$270K - $291K
|
9.19K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.79K+ 28.62% |
$270K - $291K
|
21.5K
$1.35M
|