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
|
Oak Asset Management, LLC
|
SELL
|
- |
-630- 5.8% |
$36.1K - $39.5K
|
10.2K
$689K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-631- 0.69% |
$36.2K - $39.5K
|
90.4K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-634- 4.1% |
$36.3K - $39.7K
|
14.8K
$998K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-635- 3.42% |
$36.4K - $39.8K
|
17.9K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-642- 0.26% |
$36.8K - $40.2K
|
242K
$16.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-644- 2.71% |
$36.9K - $40.3K
|
23.1K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-653- 6.26% |
$37.4K - $40.9K
|
9.78K
$659K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-660- 11.21% |
$37.8K - $41.3K
|
5.23K
$352K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-663- 4.56% |
$38K - $41.5K
|
13.9K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-663- 13.14% |
$38K - $41.5K
|
4.38K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-673- 1.49% |
$38.6K - $42.2K
|
44.4K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-679- 0.44% |
$38.9K - $42.5K
|
153K
$10.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-680- 16.81% |
$39K - $42.6K
|
3.37K
$227K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-683- 1.15% |
$39.1K - $42.8K
|
58.9K
$3.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-690- 0.63% |
$39.6K - $43.2K
|
109K
$7.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-700- 3.71% |
$40.1K - $43.9K
|
18.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-700- 5.7% |
$40.1K - $43.9K
|
11.6K
$779K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-711- 1.05% |
$40.8K - $44.5K
|
66.9K
$4.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-713- 3.16% |
$40.9K - $44.7K
|
21.8K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-714- 0.11% |
$40.9K - $44.7K
|
623K
$41.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-742- 7.0% |
$42.5K - $46.5K
|
9.86K
$664K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-745- 0.31% |
$42.7K - $46.7K
|
241K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-745- 2.26% |
$42.7K - $46.7K
|
32.2K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-746- 1.65% |
$42.8K - $46.7K
|
44.5K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-746- 4.34% |
$42.8K - $46.7K
|
16.5K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-747- 11.99% |
$42.8K - $46.8K
|
5.48K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-748- 9.42% |
$42.9K - $46.9K
|
7.19K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-749- 1.12% |
$42.9K - $46.9K
|
66.2K
$4.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-750- 5.17% |
$43K - $47K
|
13.7K
$926K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-750- 11.42% |
$43K - $47K
|
5.82K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-767- 0.72% |
$44K - $48.1K
|
105K
$7.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-791- 5.37% |
$45.3K - $49.6K
|
13.9K
$938K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-792- 1.6% |
$45.4K - $49.6K
|
48.9K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-793- 1.71% |
$45.5K - $49.7K
|
45.5K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-797- 2.65% |
$45.7K - $49.9K
|
29.2K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-798- 2.53% |
$45.7K - $50K
|
30.7K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 4.03% |
$45.9K - $50.1K
|
19.1K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-800- 0.42% |
$45.9K - $50.1K
|
190K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-806- 1.3% |
$46.2K - $50.5K
|
61.1K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-845- 0.66% |
$48.4K - $52.9K
|
128K
$8.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-845- 3.29% |
$48.4K - $52.9K
|
24.8K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-845- 8.36% |
$48.4K - $52.9K
|
9.26K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-855- 1.45% |
$49K - $53.6K
|
58K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-863- 2.82% |
$49.5K - $54.1K
|
29.7K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-867- 2.16% |
$49.7K - $54.3K
|
39.3K
$2.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-875- 5.46% |
$50.2K - $54.8K
|
15.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-875- 19.38% |
$50.2K - $54.8K
|
3.64K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-880- 6.34% |
$50.4K - $55.1K
|
13K
$876K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-885- 0.82% |
$50.7K - $55.4K
|
107K
$7.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-886- 2.15% |
$50.8K - $55.5K
|
40.3K
$2.72M
|