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 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
335+ 6.8% |
$19.2K - $21K
|
5.27K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
333+ 0.83% |
$19.1K - $20.9K
|
40.5K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
331+ 0.6% |
$19K - $20.7K
|
55.5K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
330+ 0.65% |
$18.9K - $20.7K
|
51.4K
$3.12M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
324+ 69.68% |
$18.6K - $20.3K
|
789
$47.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
324+ 8.4% |
$18.6K - $20.3K
|
4.18K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
320+ 1.51% |
$18.3K - $20K
|
21.6K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
318+ 0.43% |
$18.2K - $19.9K
|
74.2K
$4.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
316+ 8.99% |
$18.1K - $19.8K
|
3.83K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
316+ 4.07% |
$18.1K - $19.8K
|
8.08K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
312+ 5.59% |
$17.9K - $19.5K
|
5.89K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
310+ 34.07% |
$17.8K - $19.4K
|
1.22K
$74.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
310+ 5.53% |
$17.8K - $19.4K
|
5.92K
$359K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
310+ 2.28% |
$17.8K - $19.4K
|
13.9K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
304+ 0.57% |
$17.4K - $19K
|
54K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
303+ 0.55% |
$17.4K - $19K
|
55.6K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
301+ 0.46% |
$17.3K - $18.9K
|
65.4K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
301+ 2.69% |
$17.3K - $18.9K
|
11.5K
$697K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300+ 0.05% |
$17.2K - $18.8K
|
612K
$37.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 1.28% |
$17.2K - $18.8K
|
23.7K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
298+ 2.32% |
$17.1K - $18.7K
|
13.1K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
291+ 1.37% |
$16.7K - $18.2K
|
21.6K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
288+ 0.95% |
$16.5K - $18K
|
30.7K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
285+ 1.85% |
$16.3K - $17.9K
|
15.7K
$951K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
282+ 0.41% |
$16.2K - $17.7K
|
69K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
273+ 1.97% |
$15.6K - $17.1K
|
14.2K
$859K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
270+ 2.31% |
$15.5K - $16.9K
|
11.9K
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
270+ 0.26% |
$15.5K - $16.9K
|
103K
$6.23M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
269+ 2.66% |
$15.4K - $16.9K
|
10.4K
$629K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
242+ 2.52% |
$13.9K - $15.2K
|
9.83K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
242+ 336.11% |
$13.9K - $15.2K
|
314
$19.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
227+ 0.8% |
$13K - $14.2K
|
28.4K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$12.7K - $13.9K
|
222
$13.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
221+ 0.47% |
$12.7K - $13.8K
|
47.3K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
221+ 1.58% |
$12.7K - $13.8K
|
14.2K
$864K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
221+ 1.07% |
$12.7K - $13.8K
|
20.9K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
220+ 0.33% |
$12.6K - $13.8K
|
66.9K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
219+ 6.28% |
$12.6K - $13.7K
|
3.71K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
218+ 4.03% |
$12.5K - $13.7K
|
5.62K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
218+ 0.05% |
$12.5K - $13.7K
|
402K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
218+ 2.11% |
$12.5K - $13.7K
|
10.6K
$641K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
215+ 0.2% |
$12.3K - $13.5K
|
109K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
213+ 0.43% |
$12.2K - $13.3K
|
49.8K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
212+ 3.73% |
$12.2K - $13.3K
|
5.89K
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
203+ 0.42% |
$11.6K - $12.7K
|
48.8K
$2.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
202+ 2.49% |
$11.6K - $12.7K
|
8.31K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
201+ 1.77% |
$11.5K - $12.6K
|
11.6K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 0.32% |
$11.5K - $12.5K
|
62K
$3.76M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
200+ 72.73% |
$11.5K - $12.5K
|
475
$28.8K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
200+ 72.73% |
$11.5K - $12.5K
|
475
$28.8K
|