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 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
710+ 14.85% |
$40.7K - $44.5K
|
5.49K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
708+ 1.67% |
$40.6K - $44.4K
|
43.1K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
708+ 11.5% |
$40.6K - $44.4K
|
6.86K
$399K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
696+ 9.48% |
$39.9K - $43.6K
|
8.04K
$468K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
696+ 0.26% |
$39.9K - $43.6K
|
271K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
683+ 0.13% |
$39.1K - $42.8K
|
514K
$29.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
680+ 28.1% |
$39K - $42.6K
|
3.1K
$180K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
675+ 0.83% |
$38.7K - $42.3K
|
82.3K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
673+ 8.89% |
$38.6K - $42.2K
|
8.25K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
669+ 0.57% |
$38.3K - $41.9K
|
117K
$6.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
668+ 7.65% |
$38.3K - $41.9K
|
9.4K
$547K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
668+ 2.76% |
$38.3K - $41.9K
|
24.9K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
665+ 0.24% |
$38.1K - $41.7K
|
280K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.56% |
$37.8K - $41.3K
|
12.5K
$729K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650+ 7.13% |
$37.3K - $40.7K
|
9.77K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
648+ 1.04% |
$37.1K - $40.6K
|
62.7K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
645+ 8.78% |
$37K - $40.4K
|
7.99K
$465K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 0.44% |
$36.9K - $40.3K
|
148K
$8.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
641+ 0.93% |
$36.7K - $40.2K
|
69.4K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
639+ 3.93% |
$36.6K - $40K
|
16.9K
$983K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
636+ 2.35% |
$36.5K - $39.8K
|
27.7K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
635+ 1.33% |
$36.4K - $39.8K
|
48.5K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
620+ 1.84% |
$35.5K - $38.8K
|
34.4K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
616+ 0.05% |
$35.3K - $38.6K
|
1.13M
$65.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
616+ 16.8% |
$35.3K - $38.6K
|
4.28K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
589+ 7.6% |
$33.8K - $36.9K
|
8.34K
$485K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
586+ 2.44% |
$33.6K - $36.7K
|
24.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
584+ 2.74% |
$33.5K - $36.6K
|
21.9K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
575+ 14.58% |
$33K - $36K
|
4.52K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
575+ 0.72% |
$33K - $36K
|
80.3K
$4.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
574+ 14.12% |
$32.9K - $36K
|
4.64K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
567+ 5.89% |
$32.5K - $35.5K
|
10.2K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
562New |
$32.2K - $35.2K
|
562
$32.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
556+ 1.77% |
$31.9K - $34.8K
|
32K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
555+ 1.44% |
$31.8K - $34.8K
|
39.1K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
552+ 15.19% |
$31.6K - $34.6K
|
4.19K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
549+ 1.4% |
$31.5K - $34.4K
|
39.7K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
545+ 6.48% |
$31.2K - $34.1K
|
8.96K
$521K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
540+ 4.21% |
$31K - $33.8K
|
13.4K
$779K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
536+ 3.79% |
$30.7K - $33.6K
|
14.7K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
535+ 8.45% |
$30.7K - $33.5K
|
6.87K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
534+ 2.69% |
$30.6K - $33.5K
|
20.4K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
531+ 7.7% |
$30.4K - $33.3K
|
7.43K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
528+ 4.48% |
$30.3K - $33.1K
|
12.3K
$717K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
527+ 5.13% |
$30.2K - $33K
|
10.8K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
526+ 0.86% |
$30.2K - $33K
|
61.5K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
523+ 0.77% |
$30K - $32.8K
|
68.8K
$4M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
521+ 13.03% |
$29.9K - $32.6K
|
4.52K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
520+ 2.12% |
$29.8K - $32.6K
|
25.1K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
518+ 1.31% |
$29.7K - $32.5K
|
40.1K
$2.33M
|