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 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-500- 0.39% |
$28.2K - $30.4K
|
127K
$7.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-505- 2.67% |
$28.5K - $30.7K
|
18.4K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-510- 6.32% |
$28.8K - $31K
|
7.56K
$421K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-510- 11.06% |
$28.8K - $31K
|
4.1K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-510- 1.25% |
$28.8K - $31K
|
40.2K
$2.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-515- 4.75% |
$29.1K - $31.3K
|
10.3K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-517- 0.07% |
$29.2K - $31.4K
|
775K
$43.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-525- 0.11% |
$29.6K - $31.9K
|
474K
$26.4M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-529- 1.61% |
$29.9K - $32.2K
|
32.4K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-533- 4.58% |
$30.1K - $32.4K
|
11.1K
$618K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-535- 6.05% |
$30.2K - $32.5K
|
8.31K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-535- 6.0% |
$30.2K - $32.5K
|
8.38K
$466K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-536- 7.36% |
$30.2K - $32.6K
|
6.75K
$376K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-542- 82.5% |
$30.6K - $32.9K
|
115
$6.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-554- 4.97% |
$31.3K - $33.7K
|
10.6K
$589K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-557- 2.29% |
$31.4K - $33.9K
|
23.8K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-557- 10.2% |
$31.4K - $33.9K
|
4.9K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-560- 0.99% |
$31.6K - $34K
|
56.2K
$3.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-562- 4.66% |
$31.7K - $34.2K
|
11.5K
$640K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-566- 2.12% |
$31.9K - $34.4K
|
26.1K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-569- 6.85% |
$32.1K - $34.6K
|
7.74K
$431K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-575- 0.44% |
$32.4K - $35K
|
131K
$7.27M
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-575- 1.11% |
$32.4K - $35K
|
51.1K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-579- 5.5% |
$32.7K - $35.2K
|
9.96K
$554K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-580- 10.8% |
$32.7K - $35.3K
|
4.79K
$267K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-585- 2.07% |
$33K - $35.6K
|
27.6K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-585- 2.0% |
$33K - $35.6K
|
28.6K
$1.59M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-591- 2.96% |
$33.4K - $35.9K
|
19.4K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591- 9.58% |
$33.4K - $35.9K
|
5.58K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-592- 1.56% |
$33.4K - $36K
|
37.4K
$2.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-596- 1.91% |
$33.6K - $36.2K
|
30.6K
$1.7M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-596- 1.94% |
$33.6K - $36.2K
|
30.1K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-600- 4.14% |
$33.9K - $36.5K
|
13.9K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-600- 2.36% |
$33.9K - $36.5K
|
24.8K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-610- 2.21% |
$34.4K - $37.1K
|
27K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-613- 0.42% |
$34.6K - $37.3K
|
146K
$8.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-614- 2.12% |
$34.6K - $37.3K
|
28.3K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-621- 14.0% |
$35K - $37.8K
|
3.81K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-628- 2.61% |
$35.4K - $38.2K
|
23.4K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-631- 0.73% |
$35.6K - $38.4K
|
86K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-637- 4.24% |
$35.9K - $38.7K
|
14.4K
$800K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-641- 2.31% |
$36.2K - $39K
|
27.1K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-645- 2.93% |
$36.4K - $39.2K
|
21.3K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-646- 2.02% |
$36.5K - $39.3K
|
31.4K
$1.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-670- 0.17% |
$37.8K - $40.7K
|
386K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-670- 0.47% |
$37.8K - $40.7K
|
142K
$7.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-675- 4.48% |
$38.1K - $41K
|
14.4K
$802K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-680- 8.87% |
$38.4K - $41.3K
|
6.99K
$389K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-680- 0.42% |
$38.4K - $41.3K
|
160K
$8.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-680- 3.88% |
$38.4K - $41.3K
|
16.9K
$938K
|