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 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
930+ 0.1% |
$53.3K - $58.3K
|
941K
$63.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
907+ 20.65% |
$52K - $56.8K
|
5.3K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
903+ 516.0% |
$51.8K - $56.6K
|
1.08K
$72.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
881+ 0.17% |
$50.5K - $55.2K
|
523K
$35.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
880+ 6.65% |
$50.4K - $55.1K
|
14.1K
$953K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
876+ 9.21% |
$50.2K - $54.9K
|
10.4K
$702K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
874+ 1.04% |
$50.1K - $54.8K
|
85.1K
$5.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
870+ 0.52% |
$49.9K - $54.5K
|
168K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
869+ 1.83% |
$49.8K - $54.4K
|
48.4K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
865+ 6.07% |
$49.6K - $54.2K
|
15.1K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
853+ 4.02% |
$48.9K - $53.4K
|
22.1K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
845+ 6.18% |
$48.4K - $52.9K
|
14.5K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
803+ 0.81% |
$46K - $50.3K
|
101K
$6.79M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
800+ 0.44% |
$45.9K - $50.1K
|
183K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
797+ 2.07% |
$45.7K - $49.9K
|
39.4K
$2.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
790+ 3.49% |
$45.3K - $49.5K
|
23.4K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
783+ 4.18% |
$44.9K - $49.1K
|
19.5K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
775+ 7.13% |
$44.4K - $48.6K
|
11.6K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
774+ 6.17% |
$44.4K - $48.5K
|
13.3K
$899K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
771+ 9.63% |
$44.2K - $48.3K
|
8.78K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
768+ 3.78% |
$44K - $48.1K
|
21.1K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 25.37% |
$43K - $47K
|
3.71K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
747+ 8.65% |
$42.8K - $46.8K
|
9.38K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
744+ 2.23% |
$42.6K - $46.6K
|
34.1K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
733+ 7.4% |
$42K - $45.9K
|
10.6K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
725+ 2.22% |
$41.6K - $45.4K
|
33.4K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
722+ 1.01% |
$41.4K - $45.2K
|
72.2K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
720+ 7.56% |
$41.3K - $45.1K
|
10.3K
$692K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
718+ 7.84% |
$41.2K - $45K
|
9.88K
$668K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
718+ 4.65% |
$41.2K - $45K
|
16.2K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
716+ 6.13% |
$41K - $44.9K
|
12.4K
$837K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
713+ 0.81% |
$40.9K - $44.7K
|
88.8K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
712+ 13.32% |
$40.8K - $44.6K
|
6.06K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
712+ 10.24% |
$40.8K - $44.6K
|
7.67K
$518K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
710+ 14.85% |
$40.7K - $44.5K
|
5.49K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
708+ 1.67% |
$40.6K - $44.4K
|
43.1K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
708+ 11.5% |
$40.6K - $44.4K
|
6.86K
$464K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
696+ 9.48% |
$39.9K - $43.6K
|
8.04K
$543K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
696+ 0.26% |
$39.9K - $43.6K
|
271K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
683+ 0.13% |
$39.1K - $42.8K
|
514K
$34.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
680+ 28.1% |
$39K - $42.6K
|
3.1K
$209K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
675+ 0.83% |
$38.7K - $42.3K
|
82.3K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
673+ 8.89% |
$38.6K - $42.2K
|
8.25K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
669+ 0.57% |
$38.3K - $41.9K
|
117K
$7.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
668+ 7.65% |
$38.3K - $41.9K
|
9.4K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
668+ 2.76% |
$38.3K - $41.9K
|
24.9K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
665+ 0.24% |
$38.1K - $41.7K
|
280K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.56% |
$37.8K - $41.3K
|
12.5K
$846K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650+ 7.13% |
$37.3K - $40.7K
|
9.77K
$660K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
648+ 1.04% |
$37.1K - $40.6K
|
62.7K
$4.24M
|