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 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-464- 2.26% |
$26.6K - $29.1K
|
20K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-468- 5.51% |
$26.8K - $29.3K
|
8.02K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-472- 9.06% |
$27.1K - $29.6K
|
4.74K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-475- 0.55% |
$27.2K - $29.8K
|
85.6K
$5.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-476- 0.69% |
$27.3K - $29.8K
|
68.7K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-476- 0.78% |
$27.3K - $29.8K
|
60.5K
$4.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-478- 3.93% |
$27.4K - $29.9K
|
11.7K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-480- 12.0% |
$27.5K - $30.1K
|
3.52K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-485- 0.39% |
$27.8K - $30.4K
|
125K
$8.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-487- 9.43% |
$27.9K - $30.5K
|
4.68K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-497- 6.69% |
$28.5K - $31.1K
|
6.93K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 6.67% |
$28.7K - $31.3K
|
7K
$472K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-500- 1.52% |
$28.7K - $31.3K
|
32.5K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 1.63% |
$28.7K - $31.3K
|
30.2K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 2.25% |
$28.7K - $31.3K
|
21.8K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-501- 3.73% |
$28.7K - $31.4K
|
12.9K
$872K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-511- 0.12% |
$29.3K - $32K
|
426K
$28.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-515- 2.2% |
$29.5K - $32.3K
|
22.9K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-516- 12.71% |
$29.6K - $32.3K
|
3.54K
$239K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-519- 2.16% |
$29.7K - $32.5K
|
23.6K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-519- 1.51% |
$29.7K - $32.5K
|
33.8K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-521- 17.14% |
$29.9K - $32.6K
|
2.52K
$170K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-531- 4.25% |
$30.4K - $33.3K
|
12K
$805K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-535- 6.12% |
$30.7K - $33.5K
|
8.21K
$553K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-538- 1.02% |
$30.8K - $33.7K
|
52.2K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-544- 1.11% |
$31.2K - $34.1K
|
48.5K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-546- 9.09% |
$31.3K - $34.2K
|
5.46K
$368K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-550- 6.1% |
$31.5K - $34.5K
|
8.47K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 5.13% |
$31.5K - $34.5K
|
10.2K
$685K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-552- 0.36% |
$31.6K - $34.6K
|
154K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-557- 2.02% |
$31.9K - $34.9K
|
27.1K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-565- 11.45% |
$32.4K - $35.4K
|
4.37K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-566- 0.59% |
$32.4K - $35.5K
|
95.8K
$6.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-575- 10.45% |
$33K - $36K
|
4.93K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-575- 1.64% |
$33K - $36K
|
34.6K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-576- 0.46% |
$33K - $36.1K
|
126K
$8.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-576- 3.42% |
$33K - $36.1K
|
16.3K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-591- 1.9% |
$33.9K - $37K
|
30.5K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-597- 1.28% |
$34.2K - $37.4K
|
46.1K
$3.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-599- 1.25% |
$34.3K - $37.5K
|
47.4K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-600- 2.96% |
$34.4K - $37.6K
|
19.7K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-601- 2.18% |
$34.4K - $37.7K
|
27K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-604- 0.2% |
$34.6K - $37.8K
|
300K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-605- 0.63% |
$34.7K - $37.9K
|
95.1K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-609- 4.86% |
$34.9K - $38.2K
|
11.9K
$803K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-610- 3.6% |
$35K - $38.2K
|
16.3K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-618- 0.85% |
$35.4K - $38.7K
|
72.1K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-623- 11.73% |
$35.7K - $39K
|
4.69K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-625- 7.52% |
$35.8K - $39.2K
|
7.69K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-625- 11.06% |
$35.8K - $39.2K
|
5.03K
$338K
|