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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.0% |
$57.3 - $62.7
|
66.4K
$4.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $62.7
|
9.53K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.01% |
$57.3 - $62.7
|
16.3K
$987K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.1% |
$57.3 - $62.7
|
986
$59.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.75% |
$57.3 - $62.7
|
58
$3.52K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$57.3 - $62.7
|
107K
$6.51M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $62.7
|
9.68K
$587K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$57.3 - $62.7
|
7.71K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$57.3 - $62.7
|
4.05K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$57.3 - $62.7
|
25.2K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$57.3 - $62.7
|
5.2K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.05% |
$172 - $188
|
5.73K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4- 0.03% |
$229 - $251
|
14.7K
$894K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7- 0.17% |
$401 - $439
|
4.13K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-9- 0.14% |
$516 - $564
|
6.63K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10- 0.14% |
$573 - $627
|
7.32K
$444K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-10- 0.13% |
$573 - $627
|
7.75K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-11- 0.04% |
$631 - $689
|
28.9K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-12- 0.19% |
$688 - $752
|
6.16K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-13- 0.1% |
$745 - $814
|
12.5K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-13- 0.35% |
$745 - $814
|
3.66K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-14- 0.12% |
$802 - $877
|
11.7K
$713K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14- 0.24% |
$802 - $877
|
5.93K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15- 0.1% |
$860 - $940
|
15.2K
$924K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.17% |
$860 - $940
|
9.02K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-16- 0.15% |
$917 - $1K
|
10.9K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16- 0.03% |
$917 - $1K
|
58.2K
$3.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.38% |
$1.15K - $1.25K
|
5.2K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-20- 0.95% |
$1.15K - $1.25K
|
2.09K
$127K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-20- 0.09% |
$1.15K - $1.25K
|
22.2K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-22- 0.61% |
$1.26K - $1.38K
|
3.59K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-24- 0.48% |
$1.38K - $1.5K
|
5K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.34% |
$1.43K - $1.57K
|
7.33K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-25- 0.07% |
$1.43K - $1.57K
|
36.9K
$2.24M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-25- 0.6% |
$1.43K - $1.57K
|
4.18K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-27- 0.35% |
$1.55K - $1.69K
|
7.77K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-27- 0.1% |
$1.55K - $1.69K
|
26.5K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 0.22% |
$1.6K - $1.75K
|
12.5K
$756K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-28- 0.17% |
$1.6K - $1.75K
|
16.2K
$984K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-29- 0.39% |
$1.66K - $1.82K
|
7.35K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.3K
$687K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.43% |
$1.72K - $1.88K
|
7.01K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.7K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 0.46% |
$1.83K - $2K
|
6.85K
$416K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 4.17% |
$2.01K - $2.19K
|
805
$48.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 2.18% |
$2.12K - $2.32K
|
1.66K
$101K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.87% |
$2.12K - $2.32K
|
4.21K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.56% |
$2.29K - $2.51K
|
7.14K
$433K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 0.5% |
$2.29K - $2.51K
|
7.95K
$482K
|