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 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-42- 0.46% |
$2.41K - $2.63K
|
9.04K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-42- 0.49% |
$2.41K - $2.63K
|
8.47K
$514K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-44- 0.16% |
$2.52K - $2.76K
|
28.2K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45- 1.38% |
$2.58K - $2.82K
|
3.21K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 7.74% |
$2.64K - $2.88K
|
548
$33.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-47- 0.28% |
$2.69K - $2.94K
|
16.7K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-49- 0.3% |
$2.81K - $3.07K
|
16.1K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-50- 1.06% |
$2.87K - $3.13K
|
4.66K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-50- 0.61% |
$2.87K - $3.13K
|
8.12K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 34.9% |
$2.98K - $3.26K
|
97
$5.89K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-52- 0.12% |
$2.98K - $3.26K
|
44.3K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-54- 0.44% |
$3.1K - $3.38K
|
12.3K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$3.15K - $3.45K
|
5.51K
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.14% |
$3.15K - $3.45K
|
38.9K
$2.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-56- 0.01% |
$3.21K - $3.51K
|
557K
$33.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-60- 28.44% |
$3.44K - $3.76K
|
151
$9.17K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.33% |
$3.44K - $3.76K
|
17.9K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-66- 0.95% |
$3.78K - $4.13K
|
6.88K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 0.21% |
$3.96K - $4.32K
|
32.7K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 1.9% |
$3.96K - $4.32K
|
3.56K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-72- 0.5% |
$4.13K - $4.51K
|
14.2K
$865K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-75- 0.1% |
$4.3K - $4.7K
|
76.8K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-75- 0.08% |
$4.3K - $4.7K
|
97.3K
$5.91M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-78- 36.62% |
$4.47K - $4.89K
|
135
$8.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-82- 0.5% |
$4.7K - $5.14K
|
16.3K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-83- 0.66% |
$4.76K - $5.2K
|
12.5K
$756K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-85- 26.98% |
$4.87K - $5.33K
|
230
$14K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 0.79% |
$4.87K - $5.33K
|
10.7K
$650K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-87- 0.57% |
$4.99K - $5.45K
|
15.2K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 14.97% |
$5.04K - $5.51K
|
500
$30.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 0.28% |
$5.16K - $5.64K
|
31.8K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-92- 1.6% |
$5.27K - $5.76K
|
5.66K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-93- 1.2% |
$5.33K - $5.83K
|
7.66K
$465K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-93- 2.2% |
$5.33K - $5.83K
|
4.13K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-94- 0.22% |
$5.39K - $5.89K
|
42.1K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-95- 2.44% |
$5.45K - $5.95K
|
3.8K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-95- 0.18% |
$5.45K - $5.95K
|
52.4K
$3.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-95- 0.19% |
$5.45K - $5.95K
|
48.9K
$2.97M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-97- 0.08% |
$5.56K - $6.08K
|
114K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.68% |
$5.73K - $6.27K
|
2.04K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-100- 2.91% |
$5.73K - $6.27K
|
3.34K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-107- 32.23% |
$6.13K - $6.7K
|
225
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-110- 0.44% |
$6.31K - $6.89K
|
24.6K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-111- 0.63% |
$6.36K - $6.95K
|
17.6K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-114- 1.39% |
$6.53K - $7.14K
|
8.08K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.47% |
$6.53K - $7.14K
|
24.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-114- 1.03% |
$6.53K - $7.14K
|
10.9K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-115- 1.4% |
$6.59K - $7.2K
|
8.12K
$493K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-115- 2.08% |
$6.59K - $7.2K
|
5.41K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-116- 0.97% |
$6.65K - $7.27K
|
11.9K
$720K
|