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
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.24K- 0.61% |
$183K - $197K
|
532K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3.25K- 30.09% |
$183K - $198K
|
7.55K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3.26K- 1.29% |
$184K - $198K
|
249K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.27K- 0.68% |
$184K - $199K
|
481K
$26.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.38K- 7.93% |
$191K - $205K
|
39.2K
$2.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-3.39K- 12.86% |
$191K - $206K
|
23K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.48K- 2.26% |
$196K - $211K
|
150K
$8.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.49K- 5.02% |
$197K - $212K
|
65.9K
$3.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.61K- 1.4% |
$204K - $220K
|
254K
$13.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.63K- 25.12% |
$205K - $221K
|
10.8K
$595K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.64K- 0.79% |
$205K - $221K
|
456K
$25.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.64K- 1.16% |
$205K - $221K
|
310K
$17M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.65K- 3.09% |
$206K - $222K
|
114K
$6.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.69K- 3.69% |
$208K - $224K
|
96.3K
$5.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.75K- 3.88% |
$212K - $228K
|
92.9K
$5.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.79K- 9.32% |
$214K - $230K
|
36.8K
$2.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.8K- 3.43% |
$214K - $231K
|
107K
$5.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-3.83K- 1.56% |
$216K - $233K
|
241K
$13.3M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.85KClosed |
$217K - $234K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.88K- 4.09% |
$219K - $236K
|
91K
$5M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.92K- 0.51% |
$221K - $238K
|
760K
$41.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.93K- 0.65% |
$222K - $239K
|
599K
$32.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.03K- 13.14% |
$227K - $245K
|
26.6K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.09K- 7.45% |
$231K - $249K
|
50.8K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.17K- 7.2% |
$235K - $254K
|
53.7K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 2.22% |
$240K - $259K
|
187K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.27K- 5.43% |
$241K - $260K
|
74.4K
$4.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.31K- 5.37% |
$243K - $262K
|
75.8K
$4.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.34K- 5.46% |
$245K - $264K
|
75K
$4.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.38K- 80.12% |
$247K - $266K
|
1.09K
$59.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.46K- 2.86% |
$251K - $271K
|
151K
$8.3M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.52K- 6.05% |
$255K - $275K
|
70.3K
$3.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-4.53K- 1.49% |
$256K - $276K
|
301K
$16.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.57K- 2.19% |
$258K - $278K
|
204K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.57K- 5.19% |
$258K - $278K
|
83.5K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.57K- 1.84% |
$258K - $278K
|
244K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.58K- 0.62% |
$259K - $279K
|
734K
$40.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.66K- 3.71% |
$263K - $283K
|
121K
$6.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.71K- 26.12% |
$266K - $287K
|
13.3K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 39.23% |
$267K - $287K
|
7.33K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.8K- 3.34% |
$271K - $292K
|
139K
$7.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.88K- 1.65% |
$275K - $296K
|
290K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.07K- 1.56% |
$286K - $308K
|
319K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.08K- 0.92% |
$287K - $309K
|
550K
$30.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.09K- 11.25% |
$287K - $310K
|
40.2K
$2.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.1K- 19.99% |
$288K - $310K
|
20.4K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.11K- 6.52% |
$288K - $311K
|
73.3K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-5.12K- 16.63% |
$289K - $311K
|
25.7K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5.15K- 1.88% |
$291K - $313K
|
268K
$14.7M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.19K- 5.89% |
$293K - $316K
|
82.9K
$4.56M
|