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 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
443+ 8.57% |
$25.4K - $27.8K
|
5.61K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
441+ 6.77% |
$25.3K - $27.6K
|
6.95K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
433+ 3.17% |
$24.8K - $27.1K
|
14.1K
$952K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
432+ 3.23% |
$24.8K - $27.1K
|
13.8K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
432+ 4.13% |
$24.8K - $27.1K
|
10.9K
$736K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
427+ 0.8% |
$24.5K - $26.8K
|
53.5K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
412+ 3.31% |
$23.6K - $25.8K
|
12.9K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
411New |
$23.6K - $25.7K
|
411
$27.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
407+ 5.8% |
$23.3K - $25.5K
|
7.42K
$501K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
402+ 7.08% |
$23K - $25.2K
|
6.08K
$411K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
401+ 6.8% |
$23K - $25.1K
|
6.3K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
401+ 0.07% |
$23K - $25.1K
|
607K
$41M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
400+ 7.73% |
$22.9K - $25.1K
|
5.58K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
400+ 2.04% |
$22.9K - $25.1K
|
20K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
395+ 2.62% |
$22.6K - $24.7K
|
15.5K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
394+ 1.32% |
$22.6K - $24.7K
|
30.3K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
387+ 0.66% |
$22.2K - $24.2K
|
59K
$3.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
382+ 0.61% |
$21.9K - $23.9K
|
63.2K
$4.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
365+ 0.49% |
$20.9K - $22.9K
|
74.8K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
359+ 1.53% |
$20.6K - $22.5K
|
23.8K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
358+ 1.29% |
$20.5K - $22.4K
|
28.1K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357+ 0.38% |
$20.5K - $22.4K
|
94.7K
$6.4M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
354+ 8.1% |
$20.3K - $22.2K
|
4.73K
$319K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
350+ 7.19% |
$20.1K - $21.9K
|
5.22K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
349+ 0.96% |
$20K - $21.9K
|
36.7K
$2.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
338+ 3.19% |
$19.4K - $21.2K
|
10.9K
$738K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
337+ 0.28% |
$19.3K - $21.1K
|
119K
$8.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
337New |
$19.3K - $21.1K
|
337
$22.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
335+ 6.8% |
$19.2K - $21K
|
5.27K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
333+ 0.83% |
$19.1K - $20.9K
|
40.5K
$2.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
331+ 0.6% |
$19K - $20.7K
|
55.5K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
330+ 0.65% |
$18.9K - $20.7K
|
51.4K
$3.47M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
324+ 69.68% |
$18.6K - $20.3K
|
789
$53.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
324+ 8.4% |
$18.6K - $20.3K
|
4.18K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
320+ 1.51% |
$18.3K - $20K
|
21.6K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
318+ 0.43% |
$18.2K - $19.9K
|
74.2K
$5.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
316+ 8.99% |
$18.1K - $19.8K
|
3.83K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
316+ 4.07% |
$18.1K - $19.8K
|
8.08K
$546K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
312+ 5.59% |
$17.9K - $19.5K
|
5.89K
$398K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
310+ 34.07% |
$17.8K - $19.4K
|
1.22K
$82.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
310+ 5.53% |
$17.8K - $19.4K
|
5.92K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
304+ 0.57% |
$17.4K - $19K
|
54K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
303+ 0.55% |
$17.4K - $19K
|
55.6K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
301+ 0.46% |
$17.3K - $18.9K
|
65.4K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
301+ 2.69% |
$17.3K - $18.9K
|
11.5K
$775K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300+ 0.05% |
$17.2K - $18.8K
|
612K
$41.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 1.28% |
$17.2K - $18.8K
|
23.7K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
298+ 2.32% |
$17.1K - $18.7K
|
13.1K
$887K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
291+ 1.37% |
$16.7K - $18.2K
|
21.6K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
288+ 0.95% |
$16.5K - $18K
|
30.7K
$2.08M
|