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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.01K+ 21.67% |
$57.6K - $63K
|
5.64K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
1K+ 2.84% |
$57.3K - $62.7K
|
36.2K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
992+ 3.47% |
$56.9K - $62.1K
|
29.6K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
991+ 21.95% |
$56.8K - $62.1K
|
5.51K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
990+ 3.28% |
$56.7K - $62K
|
31.1K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
983+ 2.17% |
$56.3K - $61.6K
|
46.3K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
964+ 3.4% |
$55.3K - $60.4K
|
29.3K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
963+ 10.13% |
$55.2K - $60.3K
|
10.5K
$610K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
955+ 7.79% |
$54.7K - $59.8K
|
13.2K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
955+ 3.69% |
$54.7K - $59.8K
|
26.8K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
946+ 14.17% |
$54.2K - $59.3K
|
7.62K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
946+ 0.62% |
$54.2K - $59.3K
|
154K
$8.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
943+ 1.46% |
$54.1K - $59.1K
|
65.5K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
937+ 11.59% |
$53.7K - $58.7K
|
9.02K
$525K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
930+ 0.1% |
$53.3K - $58.3K
|
941K
$54.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
907+ 20.65% |
$52K - $56.8K
|
5.3K
$308K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
903+ 516.0% |
$51.8K - $56.6K
|
1.08K
$62.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
881+ 0.17% |
$50.5K - $55.2K
|
523K
$30.4M
|
|
|
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
$822K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
876+ 9.21% |
$50.2K - $54.9K
|
10.4K
$605K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
874+ 1.04% |
$50.1K - $54.8K
|
85.1K
$4.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
870+ 0.52% |
$49.9K - $54.5K
|
168K
$9.76M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
869+ 1.83% |
$49.8K - $54.4K
|
48.4K
$2.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
865+ 6.07% |
$49.6K - $54.2K
|
15.1K
$880K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
853+ 4.02% |
$48.9K - $53.4K
|
22.1K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
845+ 6.18% |
$48.4K - $52.9K
|
14.5K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
803+ 0.81% |
$46K - $50.3K
|
101K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
800+ 0.44% |
$45.9K - $50.1K
|
183K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
797+ 2.07% |
$45.7K - $49.9K
|
39.4K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
790+ 3.49% |
$45.3K - $49.5K
|
23.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
783+ 4.18% |
$44.9K - $49.1K
|
19.5K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
775+ 7.13% |
$44.4K - $48.6K
|
11.6K
$678K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
774+ 6.17% |
$44.4K - $48.5K
|
13.3K
$775K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
773+ 0.31% |
$44.3K - $48.4K
|
254K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
771+ 9.63% |
$44.2K - $48.3K
|
8.78K
$511K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
768+ 3.78% |
$44K - $48.1K
|
21.1K
$1.23M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
752+ 9.03% |
$43.1K - $47.1K
|
9.08K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 25.37% |
$43K - $47K
|
3.71K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
747+ 8.65% |
$42.8K - $46.8K
|
9.38K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
744+ 2.23% |
$42.6K - $46.6K
|
34.1K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
733+ 7.4% |
$42K - $45.9K
|
10.6K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
725+ 2.22% |
$41.6K - $45.4K
|
33.4K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
722+ 1.01% |
$41.4K - $45.2K
|
72.2K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
720+ 7.56% |
$41.3K - $45.1K
|
10.3K
$597K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
718+ 7.84% |
$41.2K - $45K
|
9.88K
$575K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
718+ 4.65% |
$41.2K - $45K
|
16.2K
$941K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
716+ 6.13% |
$41K - $44.9K
|
12.4K
$721K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
713+ 0.81% |
$40.9K - $44.7K
|
88.8K
$5.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
712+ 13.32% |
$40.8K - $44.6K
|
6.06K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
712+ 10.24% |
$40.8K - $44.6K
|
7.67K
$446K
|