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 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-215- 1.07% |
$12.3K - $13.5K
|
19.8K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-215- 63.8% |
$12.3K - $13.5K
|
122
$7.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-217- 1.1% |
$12.4K - $13.6K
|
19.5K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-220- 2.73% |
$12.6K - $13.8K
|
7.84K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 2.25% |
$12.8K - $14K
|
9.73K
$591K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 1.48% |
$12.9K - $14.1K
|
14.9K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-229- 1.97% |
$13.1K - $14.3K
|
11.4K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-230- 1.16% |
$13.2K - $14.4K
|
19.6K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-231- 0.84% |
$13.2K - $14.5K
|
27.1K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-232- 2.77% |
$13.3K - $14.5K
|
8.14K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-234- 2.66% |
$13.4K - $14.7K
|
8.57K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-236- 2.62% |
$13.5K - $14.8K
|
8.77K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-240- 8.85% |
$13.8K - $15K
|
2.47K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-243- 1.15% |
$13.9K - $15.2K
|
21K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-244- 3.57% |
$14K - $15.3K
|
6.58K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-247- 2.3% |
$14.2K - $15.5K
|
10.5K
$638K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-250- 2.96% |
$14.3K - $15.7K
|
8.21K
$498K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 33.33% |
$14.3K - $15.7K
|
500
$30.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-250- 3.24% |
$14.3K - $15.7K
|
7.47K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-251- 0.32% |
$14.4K - $15.7K
|
78.1K
$4.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-255- 8.21% |
$14.6K - $16K
|
2.85K
$173K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-255- 4.0% |
$14.6K - $16K
|
6.12K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-255- 1.02% |
$14.6K - $16K
|
24.7K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-256- 2.1% |
$14.7K - $16K
|
12K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-268- 6.34% |
$15.4K - $16.8K
|
3.96K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-270- 3.44% |
$15.5K - $16.9K
|
7.59K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-273- 0.59% |
$15.6K - $17.1K
|
46.1K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 2.81% |
$15.8K - $17.2K
|
9.51K
$577K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-277- 6.88% |
$15.9K - $17.4K
|
3.75K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-285- 4.36% |
$16.3K - $17.9K
|
6.25K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-298- 1.23% |
$17.1K - $18.7K
|
23.9K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300- 82.19% |
$17.2K - $18.8K
|
65
$3.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-300- 93.75% |
$17.2K - $18.8K
|
20
$1.21K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-301- 2.43% |
$17.3K - $18.9K
|
12.1K
$733K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-316- 4.68% |
$18.1K - $19.8K
|
6.43K
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-316- 6.08% |
$18.1K - $19.8K
|
4.88K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-318- 0.8% |
$18.2K - $19.9K
|
39.3K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-318- 1.03% |
$18.2K - $19.9K
|
30.7K
$1.86M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-327- 2.06% |
$18.7K - $20.5K
|
15.5K
$943K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-333- 1.51% |
$19.1K - $20.9K
|
21.8K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-335- 2.45% |
$19.2K - $21K
|
13.4K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-346- 0.48% |
$19.8K - $21.7K
|
72.4K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-350- 11.97% |
$20.1K - $21.9K
|
2.58K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-351- 0.41% |
$20.1K - $22K
|
85.9K
$5.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-366- 1.13% |
$21K - $22.9K
|
32.1K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 0.62% |
$21K - $22.9K
|
58.3K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-375- 1.03% |
$21.5K - $23.5K
|
35.9K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-375- 0.8% |
$21.5K - $23.5K
|
46.4K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-377- 5.05% |
$21.6K - $23.6K
|
7.09K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-380- 6.28% |
$21.8K - $23.8K
|
5.68K
$345K
|