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
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.53K+ 4.39% |
$86.3K - $93K
|
36.4K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
1.53K+ 35.13% |
$86.3K - $93K
|
5.89K
$323K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.51K+ 1.88% |
$85K - $91.6K
|
81.9K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.5K+ 10.04% |
$84.9K - $91.4K
|
16.5K
$905K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.49K+ 8.65% |
$84.1K - $90.6K
|
18.7K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 4.71% |
$83.6K - $90.1K
|
32.9K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.48K+ 5.33% |
$83.6K - $90K
|
29.3K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.47K+ 32.22% |
$83K - $89.4K
|
6.03K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.46K+ 2.57% |
$82.4K - $88.8K
|
58.3K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 8.01% |
$82.4K - $88.8K
|
19.7K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.44K+ 1.84% |
$81.4K - $87.7K
|
80K
$4.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.41K+ 6.46% |
$79.6K - $85.7K
|
23.3K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.4K+ 2.61% |
$79K - $85.1K
|
55K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.4K+ 0.54% |
$78.9K - $85K
|
260K
$14.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.4K+ 2.13% |
$78.7K - $84.8K
|
66.8K
$3.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.39K+ 12.07% |
$78.4K - $84.5K
|
12.9K
$709K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.38K+ 7.15% |
$78K - $84K
|
20.7K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.38K+ 9.07% |
$77.8K - $83.8K
|
16.6K
$911K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 3.06% |
$77.8K - $83.8K
|
46.3K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.37K+ 2.18% |
$77.4K - $83.3K
|
64.3K
$3.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.37K+ 0.51% |
$77.3K - $83.3K
|
268K
$14.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.32K+ 3.09% |
$74.5K - $80.2K
|
44K
$2.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.32% |
$74.4K - $80.2K
|
58.2K
$3.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.32K+ 33.85% |
$74.2K - $79.9K
|
5.2K
$286K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.31K+ 0.75% |
$74K - $79.8K
|
176K
$9.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 1.54% |
$73.2K - $78.8K
|
85.6K
$4.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.3K+ 0.13% |
$73.1K - $78.8K
|
974K
$53.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.3K+ 24.0% |
$73.1K - $78.7K
|
6.69K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.28K+ 27.71% |
$72.2K - $77.8K
|
5.9K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.28K+ 3.28% |
$72.1K - $77.6K
|
40.2K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 20.72% |
$71.1K - $76.6K
|
7.34K
$403K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.26K+ 0.29% |
$71.1K - $76.6K
|
441K
$24.2M
|
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.26K+ 3.34% |
$71.1K - $76.6K
|
39K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26K+ 19.94% |
$71K - $76.5K
|
7.57K
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.25K+ 3.35% |
$70.5K - $76K
|
38.5K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.24K+ 28.66% |
$70.1K - $75.5K
|
5.58K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.24K+ 0.79% |
$69.8K - $75.2K
|
157K
$8.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 1167.62% |
$69.2K - $74.5K
|
1.33K
$73.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.21K+ 1.04% |
$68K - $73.3K
|
117K
$6.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.2K+ 5.8% |
$67.8K - $73K
|
21.9K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.19K+ 8.18% |
$67.2K - $72.4K
|
15.7K
$865K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.19K+ 11.16% |
$67.2K - $72.4K
|
11.9K
$652K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.19K+ 1.39% |
$67.2K - $72.4K
|
86.8K
$4.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 19.78% |
$67.2K - $72.3K
|
7.21K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.19K+ 0.1% |
$67.2K - $72.3K
|
1.14M
$62.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.17K+ 17.86% |
$66.1K - $71.2K
|
7.73K
$425K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 6.94% |
$65.5K - $70.6K
|
17.9K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.16K+ 1.3% |
$65.5K - $70.5K
|
90.2K
$4.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.15K+ 109.85% |
$64.8K - $69.8K
|
2.2K
$121K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.15K+ 0.35% |
$64.8K - $69.8K
|
333K
$18.3M
|