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
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
69+ 0.3% |
$3.96K - $4.32K
|
23.4K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65+ 0.79% |
$3.73K - $4.07K
|
8.28K
$559K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
61New |
$3.5K - $3.82K
|
61
$4.12K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 0.23% |
$3.5K - $3.82K
|
26.1K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
60+ 0.65% |
$3.44K - $3.76K
|
9.36K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
59+ 0.58% |
$3.38K - $3.7K
|
10.2K
$689K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
58+ 0.5% |
$3.32K - $3.63K
|
11.6K
$784K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
58+ 0.17% |
$3.32K - $3.63K
|
33.4K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58New |
$3.32K - $3.63K
|
58
$3.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 0.26% |
$3.27K - $3.57K
|
22K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
55+ 0.08% |
$3.15K - $3.45K
|
66.8K
$4.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
52+ 0.58% |
$2.98K - $3.26K
|
9.07K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
51+ 0.25% |
$2.92K - $3.2K
|
20.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
51+ 0.0% |
$2.92K - $3.2K
|
5.29M
$357M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 0.34% |
$2.87K - $3.13K
|
14.5K
$983K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
50+ 1.32% |
$2.87K - $3.13K
|
3.84K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
49+ 0.4% |
$2.81K - $3.07K
|
12.2K
$825K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
48+ 0.33% |
$2.75K - $3.01K
|
14.4K
$974K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
47+ 0.35% |
$2.69K - $2.94K
|
13.7K
$922K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.18% |
$2.69K - $2.94K
|
26.6K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
46+ 0.37% |
$2.64K - $2.88K
|
12.6K
$848K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
46+ 0.38% |
$2.64K - $2.88K
|
12.1K
$817K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
46+ 0.31% |
$2.64K - $2.88K
|
14.8K
$997K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 0.6% |
$2.58K - $2.82K
|
7.61K
$514K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
45New |
$2.58K - $2.82K
|
45
$3.04K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 0.33% |
$2.52K - $2.76K
|
13.5K
$913K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
43+ 0.16% |
$2.46K - $2.69K
|
27.7K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
42+ 0.29% |
$2.41K - $2.63K
|
14.6K
$989K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.38% |
$2.41K - $2.63K
|
11K
$742K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41+ 0.39% |
$2.35K - $2.57K
|
10.7K
$721K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.51% |
$2.35K - $2.57K
|
8.13K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
40+ 0.55% |
$2.29K - $2.51K
|
7.37K
$498K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 0.52% |
$2.29K - $2.51K
|
7.66K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.12% |
$2.29K - $2.51K
|
33.3K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
39+ 0.09% |
$2.24K - $2.44K
|
41.2K
$2.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
37+ 0.95% |
$2.12K - $2.32K
|
3.93K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
37+ 0.84% |
$2.12K - $2.32K
|
4.47K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
35+ 0.17% |
$2.01K - $2.19K
|
20.9K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.35% |
$2.01K - $2.19K
|
9.93K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.1% |
$2.01K - $2.19K
|
36.2K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
34+ 0.1% |
$1.95K - $2.13K
|
33.1K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 0.5% |
$1.89K - $2.07K
|
6.58K
$444K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.21% |
$1.78K - $1.94K
|
14.7K
$994K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
30+ 0.56% |
$1.72K - $1.88K
|
5.4K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.66K - $1.82K
|
10.9K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.22% |
$1.66K - $1.82K
|
13.5K
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 2.76% |
$1.6K - $1.75K
|
1.04K
$70.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.34% |
$1.55K - $1.69K
|
7.99K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26+ 0.1% |
$1.49K - $1.63K
|
26.4K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
26+ 0.27% |
$1.49K - $1.63K
|
9.73K
$658K
|