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 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
645+ 8.78% |
$37K - $40.4K
|
7.99K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 0.44% |
$36.9K - $40.3K
|
148K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
641+ 0.93% |
$36.7K - $40.2K
|
69.4K
$4.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
639+ 3.93% |
$36.6K - $40K
|
16.9K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
636+ 2.35% |
$36.5K - $39.8K
|
27.7K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
635+ 1.33% |
$36.4K - $39.8K
|
48.5K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
620+ 1.84% |
$35.5K - $38.8K
|
34.4K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
616+ 0.05% |
$35.3K - $38.6K
|
1.13M
$76.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
616+ 16.8% |
$35.3K - $38.6K
|
4.28K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
589+ 7.6% |
$33.8K - $36.9K
|
8.34K
$563K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
586+ 2.44% |
$33.6K - $36.7K
|
24.6K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
584+ 2.74% |
$33.5K - $36.6K
|
21.9K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
575+ 14.58% |
$33K - $36K
|
4.52K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
575+ 0.72% |
$33K - $36K
|
80.3K
$5.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
574+ 14.12% |
$32.9K - $36K
|
4.64K
$313K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
567+ 5.89% |
$32.5K - $35.5K
|
10.2K
$689K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
562New |
$32.2K - $35.2K
|
562
$38K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
556+ 1.77% |
$31.9K - $34.8K
|
32K
$2.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
555+ 1.44% |
$31.8K - $34.8K
|
39.1K
$2.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
552+ 15.19% |
$31.6K - $34.6K
|
4.19K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
549+ 1.4% |
$31.5K - $34.4K
|
39.7K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
545+ 6.48% |
$31.2K - $34.1K
|
8.96K
$605K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
540+ 4.21% |
$31K - $33.8K
|
13.4K
$904K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
536+ 3.79% |
$30.7K - $33.6K
|
14.7K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
535+ 8.45% |
$30.7K - $33.5K
|
6.87K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
534+ 2.69% |
$30.6K - $33.5K
|
20.4K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
531+ 7.7% |
$30.4K - $33.3K
|
7.43K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
528+ 4.48% |
$30.3K - $33.1K
|
12.3K
$832K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
527+ 5.13% |
$30.2K - $33K
|
10.8K
$729K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
526+ 0.86% |
$30.2K - $33K
|
61.5K
$4.15M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
523+ 0.77% |
$30K - $32.8K
|
68.8K
$4.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
521+ 13.03% |
$29.9K - $32.6K
|
4.52K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
520+ 2.12% |
$29.8K - $32.6K
|
25.1K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
518+ 1.31% |
$29.7K - $32.5K
|
40.1K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
515+ 4.62% |
$29.5K - $32.3K
|
11.7K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
515+ 0.49% |
$29.5K - $32.3K
|
105K
$7.11M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
505+ 4.6% |
$28.9K - $31.6K
|
11.5K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
503+ 7.85% |
$28.8K - $31.5K
|
6.91K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
500+ 2.37% |
$28.7K - $31.3K
|
21.6K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
495+ 8.04% |
$28.4K - $31K
|
6.65K
$449K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
492+ 0.37% |
$28.2K - $30.8K
|
132K
$8.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
491+ 1.12% |
$28.1K - $30.8K
|
44.5K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
473+ 0.56% |
$27.1K - $29.6K
|
84.7K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
472+ 0.53% |
$27.1K - $29.6K
|
89.1K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
464+ 134.49% |
$26.6K - $29.1K
|
809
$54.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
458+ 1.09% |
$26.3K - $28.7K
|
42.6K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
456+ 0.41% |
$26.1K - $28.6K
|
112K
$7.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
454+ 1.93% |
$26K - $28.4K
|
24K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
451+ 7.33% |
$25.9K - $28.3K
|
6.6K
$446K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
447+ 0.18% |
$25.6K - $28K
|
249K
$16.8M
|