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 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 1.89% |
$8.71K - $9.52K
|
8.18K
$553K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
152+ 0.92% |
$8.71K - $9.52K
|
16.7K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
152+ 0.7% |
$8.71K - $9.52K
|
22K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
151+ 1.87% |
$8.66K - $9.46K
|
8.23K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
146+ 2.18% |
$8.37K - $9.15K
|
6.83K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
146+ 1.76% |
$8.37K - $9.15K
|
8.42K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
145+ 2.64% |
$8.31K - $9.08K
|
5.64K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
142+ 0.36% |
$8.14K - $8.9K
|
39.2K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
136+ 0.49% |
$7.8K - $8.52K
|
27.9K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
136+ 3.24% |
$7.8K - $8.52K
|
4.33K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
135New |
$7.74K - $8.46K
|
135
$9.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 3.4% |
$7.74K - $8.46K
|
4.11K
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
131+ 0.74% |
$7.51K - $8.21K
|
17.8K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
130+ 1.02% |
$7.45K - $8.14K
|
12.8K
$867K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
130+ 0.39% |
$7.45K - $8.14K
|
33.8K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
125+ 0.87% |
$7.17K - $7.83K
|
14.5K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
124+ 0.21% |
$7.11K - $7.77K
|
58.5K
$3.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
122+ 0.59% |
$6.99K - $7.64K
|
20.8K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
122+ 1.82% |
$6.99K - $7.64K
|
6.81K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
120+ 0.22% |
$6.88K - $7.52K
|
55.1K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
120+ 0.91% |
$6.88K - $7.52K
|
13.4K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
119+ 1.55% |
$6.82K - $7.46K
|
7.77K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
117+ 1.05% |
$6.71K - $7.33K
|
11.2K
$758K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
116+ 0.29% |
$6.65K - $7.27K
|
39.8K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
113+ 0.05% |
$6.48K - $7.08K
|
226K
$15.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
110+ 0.45% |
$6.31K - $6.89K
|
24.8K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
109+ 0.49% |
$6.25K - $6.83K
|
22.3K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
108+ 2.29% |
$6.19K - $6.77K
|
4.83K
$326K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
103+ 0.38% |
$5.9K - $6.45K
|
27.1K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.96% |
$5.85K - $6.39K
|
10.7K
$721K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
102+ 0.66% |
$5.85K - $6.39K
|
15.5K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 1.14% |
$5.73K - $6.27K
|
8.87K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
100+ 0.85% |
$5.73K - $6.27K
|
11.9K
$806K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
98+ 0.24% |
$5.62K - $6.14K
|
40.3K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
91+ 9.41% |
$5.22K - $5.7K
|
1.06K
$71.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
91+ 0.13% |
$5.22K - $5.7K
|
69.9K
$4.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
90+ 16.25% |
$5.16K - $5.64K
|
644
$43.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
88+ 0.07% |
$5.04K - $5.51K
|
132K
$8.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
87+ 1.63% |
$4.99K - $5.45K
|
5.42K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 1.58% |
$4.87K - $5.33K
|
5.45K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
85+ 0.09% |
$4.87K - $5.33K
|
94.9K
$6.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
83+ 0.38% |
$4.76K - $5.2K
|
22.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
82+ 0.33% |
$4.7K - $5.14K
|
25.3K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
80New |
$4.59K - $5.01K
|
80
$5.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
79+ 0.97% |
$4.53K - $4.95K
|
8.22K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
77+ 0.24% |
$4.41K - $4.82K
|
32.4K
$2.19M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
76+ 0.05% |
$4.36K - $4.76K
|
146K
$9.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$4.36K - $4.76K
|
76
$5.13K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
73+ 0.36% |
$4.18K - $4.57K
|
20.1K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
73+ 0.18% |
$4.18K - $4.57K
|
41K
$2.77M
|