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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-182- 0.26% |
$10.4K - $11.4K
|
69K
$4.65M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-185- 1.09% |
$10.6K - $11.6K
|
16.8K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-186- 2.68% |
$10.7K - $11.7K
|
6.75K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-190- 0.1% |
$10.9K - $11.9K
|
200K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-190- 4.43% |
$10.9K - $11.9K
|
4.1K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 1.8% |
$11.2K - $12.2K
|
10.6K
$716K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-196- 0.49% |
$11.2K - $12.3K
|
39.7K
$2.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-197- 1.38% |
$11.3K - $12.3K
|
14.1K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-200- 3.85% |
$11.5K - $12.5K
|
5K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-200- 0.15% |
$11.5K - $12.5K
|
130K
$8.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-200- 6.25% |
$11.5K - $12.5K
|
3K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-200- 0.6% |
$11.5K - $12.5K
|
32.9K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 0.33% |
$11.5K - $12.5K
|
60.4K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-202- 1.32% |
$11.6K - $12.7K
|
15.1K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-213- 3.33% |
$12.2K - $13.3K
|
6.18K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-214- 3.08% |
$12.3K - $13.4K
|
6.74K
$454K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-214- 1.74% |
$12.3K - $13.4K
|
12.1K
$815K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-215- 1.07% |
$12.3K - $13.5K
|
19.8K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-215- 63.8% |
$12.3K - $13.5K
|
122
$8.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-217- 1.1% |
$12.4K - $13.6K
|
19.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-220- 2.73% |
$12.6K - $13.8K
|
7.84K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 2.25% |
$12.8K - $14K
|
9.73K
$655K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 1.48% |
$12.9K - $14.1K
|
14.9K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-229- 1.97% |
$13.1K - $14.3K
|
11.4K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-230- 1.16% |
$13.2K - $14.4K
|
19.6K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-231- 0.84% |
$13.2K - $14.5K
|
27.1K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-232- 2.77% |
$13.3K - $14.5K
|
8.14K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-234- 2.66% |
$13.4K - $14.7K
|
8.57K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-236- 2.62% |
$13.5K - $14.8K
|
8.77K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-240- 8.85% |
$13.8K - $15K
|
2.47K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-243- 1.15% |
$13.9K - $15.2K
|
21K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-244- 3.57% |
$14K - $15.3K
|
6.58K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-247- 2.3% |
$14.2K - $15.5K
|
10.5K
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-250- 2.96% |
$14.3K - $15.7K
|
8.21K
$553K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 33.33% |
$14.3K - $15.7K
|
500
$33.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-250- 3.24% |
$14.3K - $15.7K
|
7.47K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-251- 0.32% |
$14.4K - $15.7K
|
78.1K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-255- 8.21% |
$14.6K - $16K
|
2.85K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-255- 4.0% |
$14.6K - $16K
|
6.12K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-255- 1.02% |
$14.6K - $16K
|
24.7K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-256- 2.1% |
$14.7K - $16K
|
12K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-268- 6.34% |
$15.4K - $16.8K
|
3.96K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-270- 3.44% |
$15.5K - $16.9K
|
7.59K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-273- 0.59% |
$15.6K - $17.1K
|
46.1K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 2.81% |
$15.8K - $17.2K
|
9.51K
$641K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-277- 6.88% |
$15.9K - $17.4K
|
3.75K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-285- 4.36% |
$16.3K - $17.9K
|
6.25K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-298- 1.23% |
$17.1K - $18.7K
|
23.9K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300- 82.19% |
$17.2K - $18.8K
|
65
$4.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-300- 93.75% |
$17.2K - $18.8K
|
20
$1.35K
|