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 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
185+ 2.84% |
$10.6K - $11.6K
|
6.7K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
184+ 17.28% |
$10.5K - $11.5K
|
1.25K
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
184+ 1.26% |
$10.5K - $11.5K
|
14.7K
$858K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
183+ 0.44% |
$10.5K - $11.5K
|
41.7K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
178+ 2.3% |
$10.2K - $11.2K
|
7.93K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
174+ 3.99% |
$9.97K - $10.9K
|
4.53K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
170+ 2.95% |
$9.74K - $10.7K
|
5.94K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
170New |
$9.74K - $10.7K
|
170
$9.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
169+ 8.49% |
$9.69K - $10.6K
|
2.16K
$126K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
168+ 2.32% |
$9.63K - $10.5K
|
7.4K
$430K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.5% |
$9.57K - $10.5K
|
33.4K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
163+ 285.96% |
$9.34K - $10.2K
|
220
$12.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
162+ 0.49% |
$9.29K - $10.1K
|
33.2K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
161New |
$9.23K - $10.1K
|
161
$9.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
160+ 2.75% |
$9.17K - $10K
|
5.98K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
159+ 4.52% |
$9.11K - $9.96K
|
3.68K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
155New |
$8.88K - $9.71K
|
155
$9.02K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
155New |
$8.88K - $9.71K
|
155
$9.02K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
154+ 0.33% |
$8.83K - $9.65K
|
46.2K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 1.89% |
$8.71K - $9.52K
|
8.18K
$476K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
152+ 0.92% |
$8.71K - $9.52K
|
16.7K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
152+ 0.7% |
$8.71K - $9.52K
|
22K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
151+ 1.87% |
$8.66K - $9.46K
|
8.23K
$479K
|
|
|
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
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
146+ 1.76% |
$8.37K - $9.15K
|
8.42K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
145+ 2.64% |
$8.31K - $9.08K
|
5.64K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
142+ 0.36% |
$8.14K - $8.9K
|
39.2K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
136+ 0.49% |
$7.8K - $8.52K
|
27.9K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
136+ 3.24% |
$7.8K - $8.52K
|
4.33K
$252K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
136+ 0.49% |
$7.8K - $8.52K
|
28.1K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
135New |
$7.74K - $8.46K
|
135
$7.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 3.4% |
$7.74K - $8.46K
|
4.11K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
131+ 0.74% |
$7.51K - $8.21K
|
17.8K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
130+ 1.02% |
$7.45K - $8.14K
|
12.8K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
130+ 0.39% |
$7.45K - $8.14K
|
33.8K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
125+ 0.87% |
$7.17K - $7.83K
|
14.5K
$844K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
124+ 0.21% |
$7.11K - $7.77K
|
58.5K
$3.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
122+ 0.59% |
$6.99K - $7.64K
|
20.8K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
122+ 1.82% |
$6.99K - $7.64K
|
6.81K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
120+ 0.22% |
$6.88K - $7.52K
|
55.1K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
120+ 0.91% |
$6.88K - $7.52K
|
13.4K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
119+ 1.55% |
$6.82K - $7.46K
|
7.77K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
117+ 1.05% |
$6.71K - $7.33K
|
11.2K
$653K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
116+ 0.29% |
$6.65K - $7.27K
|
39.8K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
113+ 0.05% |
$6.48K - $7.08K
|
226K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
110+ 0.45% |
$6.31K - $6.89K
|
24.8K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
109+ 0.49% |
$6.25K - $6.83K
|
22.3K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
108+ 2.29% |
$6.19K - $6.77K
|
4.83K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
103+ 0.38% |
$5.9K - $6.45K
|
27.1K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.96% |
$5.85K - $6.39K
|
10.7K
$622K
|