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 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-20- 0.95% |
$1.15K - $1.25K
|
2.09K
$141K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-20- 0.09% |
$1.15K - $1.25K
|
22.2K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-22- 0.61% |
$1.26K - $1.38K
|
3.59K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-24- 0.48% |
$1.38K - $1.5K
|
5K
$338K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.34% |
$1.43K - $1.57K
|
7.33K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-25- 0.07% |
$1.43K - $1.57K
|
36.9K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-27- 0.35% |
$1.55K - $1.69K
|
7.77K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-27- 0.1% |
$1.55K - $1.69K
|
26.5K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 0.22% |
$1.6K - $1.75K
|
12.5K
$841K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-28- 0.17% |
$1.6K - $1.75K
|
16.2K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-29- 0.39% |
$1.66K - $1.82K
|
7.35K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.3K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.43% |
$1.72K - $1.88K
|
7.01K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.7K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 0.46% |
$1.83K - $2K
|
6.85K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 2.18% |
$2.12K - $2.32K
|
1.66K
$112K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.87% |
$2.12K - $2.32K
|
4.21K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.56% |
$2.29K - $2.51K
|
7.14K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 0.5% |
$2.29K - $2.51K
|
7.95K
$537K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-42- 0.46% |
$2.41K - $2.63K
|
9.04K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-42- 0.49% |
$2.41K - $2.63K
|
8.47K
$572K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-44- 0.16% |
$2.52K - $2.76K
|
28.2K
$1.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45- 1.38% |
$2.58K - $2.82K
|
3.21K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 7.74% |
$2.64K - $2.88K
|
548
$37K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-47- 0.28% |
$2.69K - $2.94K
|
16.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-49- 0.3% |
$2.81K - $3.07K
|
16.1K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-50- 1.06% |
$2.87K - $3.13K
|
4.66K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-50- 0.61% |
$2.87K - $3.13K
|
8.12K
$548K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 34.9% |
$2.98K - $3.26K
|
97
$6.55K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-54- 0.44% |
$3.1K - $3.38K
|
12.3K
$829K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$3.15K - $3.45K
|
5.51K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.14% |
$3.15K - $3.45K
|
38.9K
$2.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-56- 0.01% |
$3.21K - $3.51K
|
557K
$37.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-60- 28.44% |
$3.44K - $3.76K
|
151
$10.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.33% |
$3.44K - $3.76K
|
17.9K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-66- 0.95% |
$3.78K - $4.13K
|
6.88K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 0.21% |
$3.96K - $4.32K
|
32.7K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 1.9% |
$3.96K - $4.32K
|
3.56K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-72- 0.5% |
$4.13K - $4.51K
|
14.2K
$962K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-75- 0.1% |
$4.3K - $4.7K
|
76.8K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-75- 0.08% |
$4.3K - $4.7K
|
97.3K
$6.57M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-78- 36.62% |
$4.47K - $4.89K
|
135
$9.12K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-82- 0.5% |
$4.7K - $5.14K
|
16.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-83- 0.66% |
$4.76K - $5.2K
|
12.5K
$841K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-85- 26.98% |
$4.87K - $5.33K
|
230
$15.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 0.79% |
$4.87K - $5.33K
|
10.7K
$723K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-87- 0.57% |
$4.99K - $5.45K
|
15.2K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 14.97% |
$5.04K - $5.51K
|
500
$33.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 0.28% |
$5.16K - $5.64K
|
31.8K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-92- 1.6% |
$5.27K - $5.76K
|
5.66K
$382K
|