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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-1K- 13.31% |
$57.3K - $62.7K
|
6.52K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.01K- 0.53% |
$57.8K - $63.2K
|
188K
$10.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.01K- 4.8% |
$58K - $63.3K
|
20.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 10.0% |
$59.6K - $65.2K
|
9.36K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.05K- 6.26% |
$59.9K - $65.5K
|
15.6K
$860K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.06K- 0.3% |
$60.8K - $66.4K
|
355K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.07K- 4.67% |
$61.3K - $67K
|
21.8K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.07K- 17.54% |
$61.4K - $67.2K
|
5.04K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-1.08K- 5.63% |
$61.8K - $67.5K
|
18.1K
$994K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.11K- 3.98% |
$63.6K - $69.5K
|
26.8K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.11K- 0.91% |
$63.6K - $69.5K
|
121K
$6.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.12K- 1.27% |
$64K - $69.9K
|
86.7K
$4.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.13K- 1.21% |
$64.9K - $71K
|
92.8K
$5.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.14K- 1.32% |
$65.5K - $71.6K
|
85.3K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.15K- 23.79% |
$65.7K - $71.8K
|
3.67K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.16K- 4.54% |
$66.4K - $72.6K
|
24.4K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.16K- 3.96% |
$66.5K - $72.7K
|
28.1K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.16K- 1.46% |
$66.5K - $72.7K
|
78.5K
$4.32M
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.17K- 3.32% |
$66.9K - $73.2K
|
34K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.17K- 4.24% |
$67.1K - $73.3K
|
26.5K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 7.89% |
$67.6K - $73.9K
|
13.8K
$758K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.19K- 1.62% |
$68K - $74.3K
|
72.1K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.19K- 20.74% |
$68K - $74.4K
|
4.54K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 2.39% |
$68.9K - $75.3K
|
49.1K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.21K- 1.69% |
$69.2K - $75.6K
|
70.4K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.21K- 18.53% |
$69.3K - $75.7K
|
5.32K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.24K- 5.79% |
$70.8K - $77.4K
|
20.1K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.24K- 1.67% |
$71.1K - $77.7K
|
73.1K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.27K- 6.0% |
$72.6K - $79.4K
|
19.9K
$1.09M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 1.59% |
$74.1K - $81K
|
79.8K
$4.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.3K- 1.13% |
$74.5K - $81.4K
|
114K
$6.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.31K- 2.1% |
$75.1K - $82.1K
|
61K
$3.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.32K- 9.11% |
$75.7K - $82.7K
|
13.2K
$724K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.32K- 25.02% |
$75.7K - $82.7K
|
3.96K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.34K- 8.11% |
$76.6K - $83.7K
|
15.1K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 2.05% |
$76.6K - $83.7K
|
63.8K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.36K- 3.14% |
$78.1K - $85.3K
|
42.1K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.37K- 24.22% |
$78.3K - $85.6K
|
4.28K
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.37K- 13.26% |
$78.5K - $85.8K
|
8.96K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.37K- 77.34% |
$78.5K - $85.8K
|
401
$22K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 16.81% |
$80.1K - $87.5K
|
6.92K
$380K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.41K- 9.0% |
$80.8K - $88.3K
|
14.2K
$783K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.43K- 43.04% |
$81.9K - $89.5K
|
1.89K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.43K- 0.35% |
$82K - $89.6K
|
406K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.44K- 5.33% |
$82.8K - $90.5K
|
25.6K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.45K- 1.71% |
$83.2K - $90.9K
|
83.3K
$4.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 10.43% |
$83.3K - $91K
|
12.5K
$686K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1.46K- 12.78% |
$83.5K - $91.2K
|
9.94K
$546K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.49K- 3.71% |
$85.4K - $93.3K
|
38.7K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.49K- 8.09% |
$85.4K - $93.3K
|
16.9K
$931K
|