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 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.21K+ 5.04% |
$184K - $201K
|
67K
$3.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.19K+ 0.48% |
$183K - $200K
|
662K
$38.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 2.32% |
$182K - $199K
|
140K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.11K+ 86.71% |
$178K - $195K
|
6.7K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.09K+ 90.79% |
$177K - $193K
|
6.48K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.08K+ 3.07% |
$177K - $193K
|
104K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.08KNew |
$177K - $193K
|
3.08K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.05K+ 6.63% |
$175K - $191K
|
49K
$2.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.04K+ 12.37% |
$174K - $191K
|
27.6K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.02K+ 9.66% |
$173K - $189K
|
34.3K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.01K+ 9.12% |
$172K - $188K
|
36K
$2.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.98K+ 42.28% |
$171K - $187K
|
10K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.98K+ 0.96% |
$171K - $187K
|
313K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.96K+ 7.23% |
$170K - $186K
|
43.9K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 16.14% |
$169K - $185K
|
21.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.95K+ 3.97% |
$169K - $185K
|
77.1K
$4.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 73.65% |
$168K - $183K
|
6.9K
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.92K+ 6.02% |
$168K - $183K
|
51.5K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.89K+ 0.52% |
$166K - $181K
|
565K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 8.27% |
$165K - $181K
|
37.8K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.88K+ 9.24% |
$165K - $180K
|
34K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.87K+ 56.57% |
$165K - $180K
|
7.94K
$462K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.86K+ 3.13% |
$164K - $179K
|
94.2K
$5.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.85K+ 4.62% |
$163K - $179K
|
64.5K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.85K+ 2.43% |
$163K - $179K
|
120K
$6.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.83K+ 1.16% |
$162K - $177K
|
247K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.83K+ 48.28% |
$162K - $177K
|
8.68K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.83K+ 2.26% |
$162K - $177K
|
128K
$7.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.8K+ 3.36% |
$161K - $176K
|
86.3K
$5.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.8K+ 1.77% |
$160K - $175K
|
161K
$9.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.8K+ 5.58% |
$160K - $175K
|
52.9K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 6.95% |
$159K - $173K
|
42.6K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.76K+ 45.61% |
$158K - $173K
|
8.81K
$513K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.75K+ 8.51% |
$158K - $172K
|
35.1K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.75K+ 22.15% |
$158K - $172K
|
15.2K
$884K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75K+ 14.16% |
$158K - $172K
|
22.2K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.74K+ 7.98% |
$157K - $171K
|
37K
$2.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.71K+ 3.13% |
$156K - $170K
|
89.5K
$5.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.7K+ 80.96% |
$155K - $169K
|
6.04K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 14.5% |
$155K - $169K
|
21.3K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.69K+ 2.44% |
$154K - $168K
|
113K
$6.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.67K+ 29.66% |
$153K - $168K
|
11.7K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.67KNew |
$153K - $167K
|
2.67K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.66K+ 10.95% |
$152K - $167K
|
27K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.66K+ 25.33% |
$152K - $166K
|
13.1K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 152.19% |
$152K - $166K
|
4.38K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.64K+ 18.98% |
$151K - $165K
|
16.5K
$962K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.61K+ 2.63% |
$149K - $163K
|
102K
$5.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.6K+ 1.55% |
$149K - $163K
|
170K
$9.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.6K+ 4.02% |
$149K - $163K
|
67.3K
$3.92M
|