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 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-361- 2.12% |
$20.4K - $21.9K
|
16.6K
$914K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-365- 7.23% |
$20.6K - $22.2K
|
4.68K
$257K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-367- 0.03% |
$20.7K - $22.3K
|
1.11M
$60.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-368- 5.62% |
$20.8K - $22.4K
|
6.19K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-371- 4.36% |
$20.9K - $22.6K
|
8.14K
$447K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-376- 3.93% |
$21.2K - $22.9K
|
9.19K
$505K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-376- 1.75% |
$21.2K - $22.9K
|
21.1K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-379- 1.39% |
$21.4K - $23K
|
27K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-384- 3.07% |
$21.7K - $23.3K
|
12.1K
$665K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-385- 1.65% |
$21.7K - $23.4K
|
22.9K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-386- 5.58% |
$21.8K - $23.5K
|
6.53K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-386- 0.62% |
$21.8K - $23.5K
|
61.7K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-390- 1.55% |
$22K - $23.7K
|
24.7K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-396- 23.43% |
$22.3K - $24.1K
|
1.29K
$71.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-402- 1.84% |
$22.7K - $24.4K
|
21.5K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-407- 2.89% |
$23K - $24.7K
|
13.7K
$753K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-411- 1.15% |
$23.2K - $25K
|
35.2K
$1.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-411- 7.15% |
$23.2K - $25K
|
5.33K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-413- 1.33% |
$23.3K - $25.1K
|
30.7K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-415- 10.55% |
$23.4K - $25.2K
|
3.52K
$193K
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-417- 3.6% |
$23.5K - $25.3K
|
11.2K
$614K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-418- 1.84% |
$23.6K - $25.4K
|
22.3K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-420- 7.33% |
$23.7K - $25.5K
|
5.31K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-424- 6.24% |
$23.9K - $25.8K
|
6.37K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-425- 1.4% |
$24K - $25.8K
|
29.9K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-429- 1.33% |
$24.2K - $26.1K
|
31.9K
$1.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-431- 0.59% |
$24.3K - $26.2K
|
73.1K
$4.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-435- 2.64% |
$24.5K - $26.4K
|
16K
$880K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-440- 0.06% |
$24.8K - $26.7K
|
748K
$41.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-447- 0.92% |
$25.2K - $27.2K
|
47.9K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-449- 8.29% |
$25.3K - $27.3K
|
4.97K
$273K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-450- 1.2% |
$25.4K - $27.4K
|
36.9K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-450- 5.35% |
$25.4K - $27.4K
|
7.96K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-451- 1.62% |
$25.4K - $27.4K
|
27.4K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-461- 0.5% |
$26K - $28K
|
92.5K
$5.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-461- 3.4% |
$26K - $28K
|
13.1K
$720K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-464- 2.21% |
$26.2K - $28.2K
|
20.5K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-475- 1.76% |
$26.8K - $28.9K
|
26.6K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-475- 3.14% |
$26.8K - $28.9K
|
14.6K
$804K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-476- 44.91% |
$26.9K - $28.9K
|
584
$32.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-477- 0.34% |
$26.9K - $29K
|
139K
$7.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-480- 1.91% |
$27.1K - $29.2K
|
24.7K
$1.36M
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-480- 10.26% |
$27.1K - $29.2K
|
4.2K
$231K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-481- 10.52% |
$27.1K - $29.2K
|
4.09K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-485- 11.32% |
$27.4K - $29.5K
|
3.8K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-487- 5.88% |
$27.5K - $29.6K
|
7.8K
$428K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-487- 2.79% |
$27.5K - $29.6K
|
17K
$933K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-490- 2.36% |
$27.7K - $29.8K
|
20.3K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-490- 2.35% |
$27.7K - $29.8K
|
20.3K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-494- 0.22% |
$27.9K - $30K
|
223K
$12.2M
|