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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.61K+ 2.63% |
$149K - $163K
|
102K
$6.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.6K+ 1.55% |
$149K - $163K
|
170K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.6K+ 4.02% |
$149K - $163K
|
67.3K
$4.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.58KNew |
$148K - $162K
|
2.58K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.58K+ 3.14% |
$148K - $161K
|
84.5K
$5.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.57K+ 1.15% |
$147K - $161K
|
225K
$13.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.54K+ 6.61% |
$145K - $159K
|
41K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.53K+ 9.39% |
$145K - $158K
|
29.5K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.53K+ 1.85% |
$145K - $158K
|
139K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.51K+ 1.09% |
$144K - $157K
|
232K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.51K+ 2.32% |
$144K - $157K
|
111K
$6.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 17.92% |
$143K - $156K
|
16.4K
$994K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.47K+ 2.34% |
$142K - $155K
|
108K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.47K+ 54.44% |
$142K - $155K
|
7.01K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.42K+ 1.32% |
$139K - $151K
|
185K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.41K+ 36.08% |
$138K - $151K
|
9.09K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.4K+ 3.17% |
$138K - $150K
|
78.2K
$4.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.39K+ 11.85% |
$137K - $150K
|
22.5K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 0.5% |
$135K - $148K
|
473K
$28.7M
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.36K+ 12.37% |
$135K - $148K
|
21.4K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.35K+ 0.94% |
$135K - $147K
|
252K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.34K+ 0.89% |
$134K - $146K
|
264K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.31K+ 4.47% |
$133K - $145K
|
54.1K
$3.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.3K+ 2.86% |
$132K - $144K
|
82.7K
$5.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.28K+ 1.42% |
$131K - $143K
|
163K
$9.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.28K+ 19.18% |
$130K - $143K
|
14.1K
$859K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.26K+ 1.22% |
$130K - $142K
|
188K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 2.15% |
$129K - $141K
|
107K
$6.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.25K+ 45.7% |
$129K - $141K
|
7.17K
$435K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.24K+ 2.74% |
$129K - $140K
|
84.1K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.2K+ 10.84% |
$126K - $138K
|
22.5K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 1.93% |
$126K - $137K
|
116K
$7.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.16K+ 81.46% |
$124K - $135K
|
4.82K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.16K+ 1.96% |
$124K - $135K
|
112K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.15KNew |
$123K - $135K
|
2.15K
$131K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.14K+ 1.06% |
$122K - $134K
|
203K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.13K+ 40.68% |
$122K - $133K
|
7.35K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.12K+ 7.79% |
$121K - $133K
|
29.3K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.11K+ 5.46% |
$121K - $132K
|
40.7K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.11K+ 1.57% |
$121K - $132K
|
136K
$8.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.1K+ 47.87% |
$120K - $132K
|
6.49K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 3.52% |
$118K - $128K
|
60.3K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$118K - $128K
|
2.05K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.03K+ 0.61% |
$116K - $127K
|
335K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 10.65% |
$115K - $125K
|
20.8K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2K+ 19.74% |
$114K - $125K
|
12.1K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.99K+ 0.42% |
$114K - $125K
|
471K
$28.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.97K+ 0.66% |
$113K - $123K
|
300K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.94K+ 275.53% |
$111K - $121K
|
2.64K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.91K+ 10.96% |
$110K - $120K
|
19.4K
$1.18M
|