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 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-50- 1.06% |
$2.87K - $3.13K
|
4.66K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-50- 0.61% |
$2.87K - $3.13K
|
8.12K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 34.9% |
$2.98K - $3.26K
|
97
$5.65K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-52- 0.12% |
$2.98K - $3.26K
|
44.3K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-54- 0.44% |
$3.1K - $3.38K
|
12.3K
$714K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$3.15K - $3.45K
|
5.51K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.14% |
$3.15K - $3.45K
|
38.9K
$2.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-56- 0.01% |
$3.21K - $3.51K
|
557K
$32.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-60- 28.44% |
$3.44K - $3.76K
|
151
$8.79K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.33% |
$3.44K - $3.76K
|
17.9K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-66- 0.95% |
$3.78K - $4.13K
|
6.88K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 0.21% |
$3.96K - $4.32K
|
32.7K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 1.9% |
$3.96K - $4.32K
|
3.56K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-72- 0.5% |
$4.13K - $4.51K
|
14.2K
$829K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-75- 0.1% |
$4.3K - $4.7K
|
76.8K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-75- 0.08% |
$4.3K - $4.7K
|
97.3K
$5.66M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-78- 36.62% |
$4.47K - $4.89K
|
135
$7.86K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-82- 0.5% |
$4.7K - $5.14K
|
16.3K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-83- 0.66% |
$4.76K - $5.2K
|
12.5K
$725K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-85- 26.98% |
$4.87K - $5.33K
|
230
$13.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 0.79% |
$4.87K - $5.33K
|
10.7K
$623K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-87- 0.57% |
$4.99K - $5.45K
|
15.2K
$885K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 14.97% |
$5.04K - $5.51K
|
500
$29.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 0.28% |
$5.16K - $5.64K
|
31.8K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-92- 1.6% |
$5.27K - $5.76K
|
5.66K
$329K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-93- 1.2% |
$5.33K - $5.83K
|
7.66K
$446K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-93- 2.2% |
$5.33K - $5.83K
|
4.13K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-94- 0.22% |
$5.39K - $5.89K
|
42.1K
$2.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-95- 2.44% |
$5.45K - $5.95K
|
3.8K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-95- 0.18% |
$5.45K - $5.95K
|
52.4K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-95- 0.19% |
$5.45K - $5.95K
|
48.9K
$2.85M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-97- 0.08% |
$5.56K - $6.08K
|
114K
$6.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.68% |
$5.73K - $6.27K
|
2.04K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-100- 2.91% |
$5.73K - $6.27K
|
3.34K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-107- 32.23% |
$6.13K - $6.7K
|
225
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-110- 0.44% |
$6.31K - $6.89K
|
24.6K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-111- 0.63% |
$6.36K - $6.95K
|
17.6K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-114- 1.39% |
$6.53K - $7.14K
|
8.08K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.47% |
$6.53K - $7.14K
|
24.3K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-114- 1.03% |
$6.53K - $7.14K
|
10.9K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-115- 1.4% |
$6.59K - $7.2K
|
8.12K
$472K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-115- 2.08% |
$6.59K - $7.2K
|
5.41K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-116- 0.97% |
$6.65K - $7.27K
|
11.9K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-116- 2.91% |
$6.65K - $7.27K
|
3.87K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-117- 1.44% |
$6.71K - $7.33K
|
8.03K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-120- 0.37% |
$6.88K - $7.52K
|
32K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-120- 21.82% |
$6.88K - $7.52K
|
430
$25K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-120- 1.37% |
$6.88K - $7.52K
|
8.62K
$502K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-123- 1.07% |
$7.05K - $7.71K
|
11.4K
$661K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 1.35% |
$7.17K - $7.83K
|
9.14K
$532K
|