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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.79K+ 24.49% |
$102K - $112K
|
9.08K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.79K+ 32.43% |
$102K - $112K
|
7.29K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.78K+ 1.25% |
$102K - $112K
|
144K
$9.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.78K+ 1.99% |
$102K - $111K
|
91.1K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.77K+ 0.73% |
$102K - $111K
|
246K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.77K+ 2.77% |
$101K - $111K
|
65.6K
$4.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 12.39% |
$101K - $111K
|
16K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.76K+ 2.11% |
$101K - $110K
|
85.2K
$5.76M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.74K+ 16.85% |
$99.8K - $109K
|
12.1K
$815K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.73K+ 5.03% |
$99K - $108K
|
36.1K
$2.44M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.73K+ 9.65% |
$98.9K - $108K
|
19.6K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.72K+ 1.08% |
$98.5K - $108K
|
160K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72K+ 23.01% |
$98.3K - $107K
|
9.17K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.7K+ 2.1% |
$97.4K - $107K
|
82.7K
$5.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 1.98% |
$95.6K - $104K
|
86K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.67K+ 2.36% |
$95.5K - $104K
|
72.2K
$4.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.66K+ 4.56% |
$95.4K - $104K
|
38.2K
$2.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.65K+ 6.74% |
$94.5K - $103K
|
26.1K
$1.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 2.93% |
$94.5K - $103K
|
57.9K
$3.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.63K+ 26.34% |
$93.1K - $102K
|
7.8K
$527K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.62K+ 31.34% |
$92.8K - $101K
|
6.79K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.62K+ 0.56% |
$92.8K - $101K
|
292K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.61K+ 1.29% |
$92.2K - $101K
|
127K
$8.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.6K+ 0.63% |
$91.5K - $100K
|
256K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 1.93% |
$91.4K - $99.9K
|
84.3K
$5.7M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.59K+ 6.1% |
$91.2K - $99.7K
|
27.7K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.59K+ 8.75% |
$90.9K - $99.3K
|
19.7K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.58K+ 0.96% |
$90.8K - $99.2K
|
167K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.57K+ 1.82% |
$90K - $98.4K
|
87.9K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.57K+ 15.3% |
$90K - $98.4K
|
11.8K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.56K+ 6.62% |
$89.5K - $97.9K
|
25.2K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.55K+ 11.52% |
$88.7K - $96.9K
|
15K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.54K+ 39.77% |
$88.4K - $96.7K
|
5.42K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.52K+ 0.84% |
$87.1K - $95.2K
|
182K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.52K+ 687.78% |
$87.1K - $95.2K
|
1.74K
$118K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.48K+ 3.68% |
$84.8K - $92.7K
|
41.7K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.45K+ 3.58% |
$83.1K - $90.8K
|
41.9K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.44K+ 3.74% |
$82.7K - $90.4K
|
40K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.43K+ 20.83% |
$81.9K - $89.5K
|
8.29K
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.42K+ 24.07% |
$81.4K - $89K
|
7.32K
$494K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 2.09% |
$81.4K - $89K
|
69.2K
$4.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.42K+ 3.54% |
$81.2K - $88.8K
|
41.5K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.4K+ 1.01% |
$80K - $87.4K
|
140K
$9.42M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.39K+ 0.85% |
$79.8K - $87.2K
|
165K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.39K+ 2.96% |
$79.7K - $87.1K
|
48.4K
$3.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.38K+ 27.7% |
$79K - $86.4K
|
6.36K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.38K+ 1.15% |
$78.8K - $86.1K
|
121K
$8.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.35K+ 1.8% |
$77.6K - $84.8K
|
76.8K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.62% |
$77.6K - $84.8K
|
84.9K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.35K+ 32.07% |
$77.4K - $84.6K
|
5.56K
$376K
|