Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.28KNew |
$245K - $268K
|
4.28K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.26K+ 11.71% |
$244K - $267K
|
40.7K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.26K+ 2.61% |
$244K - $267K
|
168K
$9.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$243K - $265K
|
4.23K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.22K+ 0.61% |
$242K - $264K
|
701K
$40.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 12.88% |
$241K - $264K
|
36.9K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.19K+ 18.06% |
$240K - $263K
|
27.4K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.15K+ 6.83% |
$238K - $260K
|
64.8K
$3.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.12K+ 1.11% |
$236K - $258K
|
375K
$21.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.11K+ 4.16% |
$236K - $258K
|
103K
$5.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.11K+ 44.73% |
$236K - $257K
|
13.3K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.09K+ 1.28% |
$235K - $256K
|
323K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.08K+ 37.11% |
$234K - $255K
|
15.1K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
4.06K+ 2.62% |
$233K - $255K
|
159K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$231K - $252K
|
4.03K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4K+ 12.56% |
$229K - $251K
|
35.9K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4K+ 2.56% |
$229K - $250K
|
160K
$9.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.97K+ 4.94% |
$227K - $248K
|
84.2K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.95KNew |
$226K - $247K
|
3.95K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.93K+ 7.31% |
$225K - $246K
|
57.7K
$3.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.93K+ 6.16% |
$225K - $246K
|
67.7K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.92K+ 15.86% |
$225K - $246K
|
28.6K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
3.92K+ 0.99% |
$225K - $246K
|
401K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.92K+ 13.6% |
$224K - $245K
|
32.7K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.91K+ 1.97% |
$224K - $245K
|
202K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.9KNew |
$224K - $244K
|
3.9K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.89K+ 6.06% |
$223K - $244K
|
68.1K
$3.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.88KNew |
$222K - $243K
|
3.88K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.86KNew |
$221K - $242K
|
3.86K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.85K+ 9.15% |
$221K - $241K
|
46K
$2.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.85K+ 63.44% |
$221K - $241K
|
9.92K
$578K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$220K - $241K
|
3.84K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.83K+ 3.38% |
$220K - $240K
|
117K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
3.83K+ 0.33% |
$219K - $240K
|
1.18M
$68.5M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.82KNew |
$219K - $239K
|
3.82K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.82K+ 2.69% |
$219K - $239K
|
146K
$8.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.81K+ 6.57% |
$218K - $239K
|
61.8K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.8K+ 11.73% |
$218K - $238K
|
36.2K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.79KNew |
$217K - $238K
|
3.79K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
3.76K+ 1.13% |
$216K - $236K
|
336K
$19.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.75K+ 1.4% |
$215K - $235K
|
272K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.74KNew |
$215K - $234K
|
3.74K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.69K+ 14.65% |
$212K - $231K
|
28.9K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.68K+ 0.86% |
$211K - $231K
|
430K
$25.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.66K+ 0.83% |
$210K - $230K
|
446K
$25.9M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.66K+ 11.32% |
$210K - $229K
|
36K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.62KNew |
$207K - $227K
|
3.62K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.62KNew |
$207K - $226K
|
3.62K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.61K+ 3.06% |
$207K - $226K
|
122K
$7.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.61K+ 2.13% |
$207K - $226K
|
173K
$10M
|