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 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 7.33% |
$13.3K - $14.3K
|
2.97K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-238- 3.12% |
$13.4K - $14.5K
|
7.4K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-240- 2.31% |
$13.5K - $14.6K
|
10.1K
$557K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-248- 0.77% |
$14K - $15.1K
|
32.1K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-250- 2.25% |
$14.1K - $15.2K
|
10.9K
$597K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-250- 0.47% |
$14.1K - $15.2K
|
52.9K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-250- 0.71% |
$14.1K - $15.2K
|
35.1K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-251- 0.92% |
$14.2K - $15.3K
|
27K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-252- 1.13% |
$14.2K - $15.3K
|
22.1K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-253- 0.96% |
$14.3K - $15.4K
|
26K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-255- 5.19% |
$14.4K - $15.5K
|
4.66K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-256- 4.4% |
$14.4K - $15.6K
|
5.57K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-260- 0.12% |
$14.7K - $15.8K
|
214K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-262- 1.88% |
$14.8K - $15.9K
|
13.7K
$750K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-263- 1.02% |
$14.8K - $16K
|
25.5K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-263- 3.95% |
$14.8K - $16K
|
6.39K
$351K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-268- 5.38% |
$15.1K - $16.3K
|
4.71K
$259K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-270- 0.36% |
$15.2K - $16.4K
|
74.4K
$4.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.2% |
$15.2K - $16.4K
|
137K
$7.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-272- 1.51% |
$15.3K - $16.5K
|
17.7K
$972K
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-272- 2.97% |
$15.3K - $16.5K
|
8.9K
$489K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-273- 1.93% |
$15.4K - $16.6K
|
13.9K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-276- 1.86% |
$15.6K - $16.8K
|
14.5K
$798K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-282- 2.8% |
$15.9K - $17.1K
|
9.79K
$538K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-284- 8.52% |
$16K - $17.3K
|
3.05K
$168K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-290- 5.38% |
$16.4K - $17.6K
|
5.1K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-291- 0.61% |
$16.4K - $17.7K
|
47.5K
$2.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$16.9K - $18.2K
|
51.7K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-300- 3.0% |
$16.9K - $18.2K
|
9.7K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-303- 0.47% |
$17.1K - $18.4K
|
63.9K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-307- 1.93% |
$17.3K - $18.7K
|
15.6K
$858K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-310- 0.06% |
$17.5K - $18.8K
|
510K
$28M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-310- 0.44% |
$17.5K - $18.8K
|
70.9K
$3.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-311- 0.14% |
$17.5K - $18.9K
|
220K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-313- 3.47% |
$17.7K - $19K
|
8.7K
$478K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-320- 8.08% |
$18.1K - $19.5K
|
3.64K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-321- 2.69% |
$18.1K - $19.5K
|
11.6K
$638K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-325- 6.32% |
$18.3K - $19.8K
|
4.82K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-330- 0.76% |
$18.6K - $20.1K
|
42.8K
$2.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-333- 1.6% |
$18.8K - $20.2K
|
20.5K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-336- 1.25% |
$19K - $20.4K
|
26.6K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-336- 8.02% |
$19K - $20.4K
|
3.86K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-339- 0.8% |
$19.1K - $20.6K
|
42.1K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-345- 4.82% |
$19.5K - $21K
|
6.82K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-345- 50.0% |
$19.5K - $21K
|
345
$19K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-355- 4.22% |
$20K - $21.6K
|
8.05K
$442K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-357- 1.03% |
$20.1K - $21.7K
|
34.4K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-359- 1.71% |
$20.3K - $21.8K
|
20.7K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-360- 0.03% |
$20.3K - $21.9K
|
1.04M
$57.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-360- 7.72% |
$20.3K - $21.9K
|
4.31K
$237K
|