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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-733- 3.32% |
$42K - $45.9K
|
21.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-742- 7.0% |
$42.5K - $46.5K
|
9.86K
$542K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-745- 0.31% |
$42.7K - $46.7K
|
241K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-745- 2.26% |
$42.7K - $46.7K
|
32.2K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-746- 1.65% |
$42.8K - $46.7K
|
44.5K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-746- 4.34% |
$42.8K - $46.7K
|
16.5K
$905K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-747- 11.99% |
$42.8K - $46.8K
|
5.48K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-748- 9.42% |
$42.9K - $46.9K
|
7.19K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-749- 1.12% |
$42.9K - $46.9K
|
66.2K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-750- 5.17% |
$43K - $47K
|
13.7K
$756K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-750- 11.42% |
$43K - $47K
|
5.82K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-767- 0.72% |
$44K - $48.1K
|
105K
$5.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-791- 5.37% |
$45.3K - $49.6K
|
13.9K
$766K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-792- 1.6% |
$45.4K - $49.6K
|
48.9K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-793- 1.71% |
$45.5K - $49.7K
|
45.5K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-797- 2.65% |
$45.7K - $49.9K
|
29.2K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-798- 2.53% |
$45.7K - $50K
|
30.7K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 4.03% |
$45.9K - $50.1K
|
19.1K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-800- 0.42% |
$45.9K - $50.1K
|
190K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-806- 1.3% |
$46.2K - $50.5K
|
61.1K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-845- 0.66% |
$48.4K - $52.9K
|
128K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-845- 3.29% |
$48.4K - $52.9K
|
24.8K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-845- 8.36% |
$48.4K - $52.9K
|
9.26K
$509K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-847- 2.0% |
$48.6K - $53.1K
|
41.6K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-855- 1.45% |
$49K - $53.6K
|
58K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-863- 2.82% |
$49.5K - $54.1K
|
29.7K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-867- 2.16% |
$49.7K - $54.3K
|
39.3K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-875- 5.46% |
$50.2K - $54.8K
|
15.1K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-875- 19.38% |
$50.2K - $54.8K
|
3.64K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-880- 6.34% |
$50.4K - $55.1K
|
13K
$715K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-885- 0.82% |
$50.7K - $55.4K
|
107K
$5.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-886- 2.15% |
$50.8K - $55.5K
|
40.3K
$2.22M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-893- 3.19% |
$51.2K - $55.9K
|
27.1K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-898- 4.87% |
$51.5K - $56.3K
|
17.5K
$963K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-900- 6.87% |
$51.6K - $56.4K
|
12.2K
$671K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-903- 9.75% |
$51.8K - $56.6K
|
8.36K
$459K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-910- 20.0% |
$52.2K - $57K
|
3.64K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-917- 5.81% |
$52.6K - $57.5K
|
14.9K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-921- 71.17% |
$52.8K - $57.7K
|
373
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-926- 7.17% |
$53.1K - $58K
|
12K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-929- 4.13% |
$53.3K - $58.2K
|
21.6K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-940- 0.72% |
$53.9K - $58.9K
|
130K
$7.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-946- 1.29% |
$54.2K - $59.3K
|
72.2K
$3.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-957- 7.09% |
$54.9K - $60K
|
12.5K
$690K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-960- 11.17% |
$55K - $60.1K
|
7.64K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-970- 2.49% |
$55.6K - $60.8K
|
38.1K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-975- 4.7% |
$55.9K - $61.1K
|
19.8K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-977- 16.85% |
$56K - $61.2K
|
4.82K
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-989- 3.4% |
$56.7K - $62K
|
28.1K
$1.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-999- 10.56% |
$57.3K - $62.6K
|
8.47K
$465K
|