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 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-893- 3.19% |
$51.2K - $55.9K
|
27.1K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-898- 4.87% |
$51.5K - $56.3K
|
17.5K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-900- 6.87% |
$51.6K - $56.4K
|
12.2K
$822K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-903- 9.75% |
$51.8K - $56.6K
|
8.36K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-917- 5.81% |
$52.6K - $57.5K
|
14.9K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-921- 71.17% |
$52.8K - $57.7K
|
373
$25.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-926- 7.17% |
$53.1K - $58K
|
12K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-929- 4.13% |
$53.3K - $58.2K
|
21.6K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-940- 0.72% |
$53.9K - $58.9K
|
130K
$8.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-946- 1.29% |
$54.2K - $59.3K
|
72.2K
$4.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-957- 7.09% |
$54.9K - $60K
|
12.5K
$845K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-960- 11.17% |
$55K - $60.1K
|
7.64K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-970- 2.49% |
$55.6K - $60.8K
|
38.1K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-975- 4.7% |
$55.9K - $61.1K
|
19.8K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-977- 16.85% |
$56K - $61.2K
|
4.82K
$325K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-989- 3.4% |
$56.7K - $62K
|
28.1K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-999- 10.56% |
$57.3K - $62.6K
|
8.47K
$570K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.01K- 0.53% |
$57.8K - $63.2K
|
188K
$12.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.01K- 4.8% |
$58K - $63.3K
|
20.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 10.0% |
$59.6K - $65.2K
|
9.36K
$630K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.05K- 6.26% |
$59.9K - $65.5K
|
15.6K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.06K- 0.3% |
$60.8K - $66.4K
|
355K
$23.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.07K- 4.67% |
$61.3K - $67K
|
21.8K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.07K- 17.54% |
$61.4K - $67.2K
|
5.04K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-1.08K- 5.63% |
$61.8K - $67.5K
|
18.1K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.11K- 3.98% |
$63.6K - $69.5K
|
26.8K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.11K- 0.91% |
$63.6K - $69.5K
|
121K
$8.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.12K- 1.27% |
$64K - $69.9K
|
86.7K
$5.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.13K- 1.21% |
$64.9K - $71K
|
92.8K
$6.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.14K- 1.32% |
$65.5K - $71.6K
|
85.3K
$5.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.15K- 23.79% |
$65.7K - $71.8K
|
3.67K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.16K- 4.54% |
$66.4K - $72.6K
|
24.4K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.16K- 3.96% |
$66.5K - $72.7K
|
28.1K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.16K- 1.46% |
$66.5K - $72.7K
|
78.5K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.17K- 4.24% |
$67.1K - $73.3K
|
26.5K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 7.89% |
$67.6K - $73.9K
|
13.8K
$928K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.19K- 1.62% |
$68K - $74.3K
|
72.1K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.19K- 20.74% |
$68K - $74.4K
|
4.54K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 2.39% |
$68.9K - $75.3K
|
49.1K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.21K- 1.69% |
$69.2K - $75.6K
|
70.4K
$4.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.21K- 18.53% |
$69.3K - $75.7K
|
5.32K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.24K- 5.79% |
$70.8K - $77.4K
|
20.1K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.24K- 1.67% |
$71.1K - $77.7K
|
73.1K
$4.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.27K- 6.0% |
$72.6K - $79.4K
|
19.9K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.3K- 1.13% |
$74.5K - $81.4K
|
114K
$7.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.31K- 2.1% |
$75.1K - $82.1K
|
61K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.32K- 9.11% |
$75.7K - $82.7K
|
13.2K
$887K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.32K- 25.02% |
$75.7K - $82.7K
|
3.96K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.34K- 8.11% |
$76.6K - $83.7K
|
15.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 2.05% |
$76.6K - $83.7K
|
63.8K
$4.3M
|