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 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.5K- 6.83% |
$86.2K - $94.2K
|
20.5K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.52K- 9.57% |
$87K - $95.1K
|
14.3K
$835K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.56K- 26.64% |
$89.3K - $97.6K
|
4.29K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.57K- 0.24% |
$89.8K - $98.2K
|
661K
$38.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.58K- 5.77% |
$90.3K - $98.7K
|
25.7K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.59K- 4.17% |
$91.3K - $99.7K
|
36.5K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 21.15% |
$91.3K - $99.7K
|
5.93K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 14.4% |
$91.8K - $100K
|
9.52K
$554K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.61K- 2.29% |
$92.3K - $101K
|
68.6K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.62K- 3.64% |
$93K - $102K
|
43K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.63K- 0.7% |
$93.1K - $102K
|
231K
$13.5M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.63K- 5.07% |
$93.5K - $102K
|
30.5K
$1.78M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.63K- 0.16% |
$93.5K - $102K
|
1.03M
$60.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 8.02% |
$95.6K - $105K
|
19.1K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.67K- 3.6% |
$96K - $105K
|
44.8K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.7K- 10.2% |
$97.3K - $106K
|
14.9K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.7K- 1.12% |
$97.4K - $106K
|
149K
$8.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.72K- 0.14% |
$98.3K - $107K
|
1.26M
$73.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.73K- 11.41% |
$99K - $108K
|
13.4K
$780K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 7.11% |
$99.2K - $108K
|
22.6K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.75K- 5.64% |
$100K - $110K
|
29.2K
$1.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.75K- 0.6% |
$100K - $110K
|
288K
$16.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.77K- 4.73% |
$101K - $111K
|
35.6K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.77K- 0.44% |
$101K - $111K
|
395K
$23M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.8K- 3.27% |
$103K - $113K
|
53.2K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.8K- 6.15% |
$103K - $113K
|
27.5K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.81K- 9.29% |
$104K - $113K
|
17.7K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.81K- 33.44% |
$104K - $113K
|
3.6K
$210K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.82K- 5.09% |
$104K - $114K
|
33.9K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.83K- 3.98% |
$105K - $115K
|
44.2K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.84K- 4.0% |
$105K - $115K
|
44.1K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.84K- 0.86% |
$105K - $115K
|
212K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.86K- 2.24% |
$107K - $117K
|
81.4K
$4.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.88K- 0.4% |
$108K - $118K
|
474K
$27.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.89K- 17.77% |
$108K - $118K
|
8.74K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.9K- 5.78% |
$109K - $119K
|
31K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.91K- 2.02% |
$110K - $120K
|
92.6K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.93K- 17.1% |
$110K - $121K
|
9.33K
$543K
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.93K- 14.53% |
$110K - $121K
|
11.3K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.93K- 0.88% |
$111K - $121K
|
218K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.94K- 5.57% |
$111K - $122K
|
32.9K
$1.91M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.96K- 5.32% |
$112K - $123K
|
34.9K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.01K- 11.77% |
$115K - $126K
|
15.1K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.02K- 9.35% |
$116K - $127K
|
19.6K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.03K- 1.6% |
$116K - $127K
|
125K
$7.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.03K- 6.28% |
$116K - $127K
|
30.2K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.04K- 1.46% |
$117K - $128K
|
137K
$7.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.04K- 0.92% |
$117K - $128K
|
220K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.05K- 2.54% |
$118K - $129K
|
78.7K
$4.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.07K- 4.06% |
$118K - $129K
|
48.8K
$2.84M
|