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 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
515+ 4.62% |
$29.5K - $32.3K
|
11.7K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
515+ 0.49% |
$29.5K - $32.3K
|
105K
$6.13M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
505+ 4.6% |
$28.9K - $31.6K
|
11.5K
$669K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
503+ 7.85% |
$28.8K - $31.5K
|
6.91K
$402K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
500+ 2.37% |
$28.7K - $31.3K
|
21.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
495+ 8.04% |
$28.4K - $31K
|
6.65K
$387K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
492+ 0.37% |
$28.2K - $30.8K
|
132K
$7.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
491+ 1.12% |
$28.1K - $30.8K
|
44.5K
$2.59M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
475+ 14.46% |
$27.2K - $29.8K
|
3.76K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
473+ 0.56% |
$27.1K - $29.6K
|
84.7K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
472+ 0.53% |
$27.1K - $29.6K
|
89.1K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
464+ 134.49% |
$26.6K - $29.1K
|
809
$47.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
458+ 1.09% |
$26.3K - $28.7K
|
42.6K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
456+ 0.41% |
$26.1K - $28.6K
|
112K
$6.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
454+ 1.93% |
$26K - $28.4K
|
24K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
451+ 7.33% |
$25.9K - $28.3K
|
6.6K
$384K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
447+ 0.18% |
$25.6K - $28K
|
249K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
443+ 8.57% |
$25.4K - $27.8K
|
5.61K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
441+ 6.77% |
$25.3K - $27.6K
|
6.95K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
433+ 3.17% |
$24.8K - $27.1K
|
14.1K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
432+ 3.23% |
$24.8K - $27.1K
|
13.8K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
432+ 4.13% |
$24.8K - $27.1K
|
10.9K
$635K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
427+ 0.8% |
$24.5K - $26.8K
|
53.5K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
412+ 3.31% |
$23.6K - $25.8K
|
12.9K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
411New |
$23.6K - $25.7K
|
411
$23.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
407+ 5.8% |
$23.3K - $25.5K
|
7.42K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
402+ 7.08% |
$23K - $25.2K
|
6.08K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
401+ 6.8% |
$23K - $25.1K
|
6.3K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
401+ 0.07% |
$23K - $25.1K
|
607K
$35.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
400+ 7.73% |
$22.9K - $25.1K
|
5.58K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
400+ 2.04% |
$22.9K - $25.1K
|
20K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
395+ 2.62% |
$22.6K - $24.7K
|
15.5K
$901K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
394+ 1.32% |
$22.6K - $24.7K
|
30.3K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
387+ 0.66% |
$22.2K - $24.2K
|
59K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
382+ 0.61% |
$21.9K - $23.9K
|
63.2K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
365+ 0.49% |
$20.9K - $22.9K
|
74.8K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
359+ 1.53% |
$20.6K - $22.5K
|
23.8K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
358+ 1.29% |
$20.5K - $22.4K
|
28.1K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357+ 0.38% |
$20.5K - $22.4K
|
94.7K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
354+ 8.1% |
$20.3K - $22.2K
|
4.73K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
350+ 7.19% |
$20.1K - $21.9K
|
5.22K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
349+ 0.96% |
$20K - $21.9K
|
36.7K
$2.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
338+ 3.19% |
$19.4K - $21.2K
|
10.9K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
337+ 0.28% |
$19.3K - $21.1K
|
119K
$6.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
337New |
$19.3K - $21.1K
|
337
$19.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
335+ 6.8% |
$19.2K - $21K
|
5.27K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
333+ 0.83% |
$19.1K - $20.9K
|
40.5K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
331+ 0.6% |
$19K - $20.7K
|
55.5K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
330+ 0.65% |
$18.9K - $20.7K
|
51.4K
$2.99M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
324+ 69.68% |
$18.6K - $20.3K
|
789
$45.9K
|