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 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.93K- 0.88% |
$111K - $121K
|
218K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.94K- 5.57% |
$111K - $122K
|
32.9K
$2.22M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.96K- 5.32% |
$112K - $123K
|
34.9K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.01K- 11.77% |
$115K - $126K
|
15.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.02K- 9.35% |
$116K - $127K
|
19.6K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.03K- 1.6% |
$116K - $127K
|
125K
$8.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.03K- 6.28% |
$116K - $127K
|
30.2K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.04K- 1.46% |
$117K - $128K
|
137K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.04K- 0.92% |
$117K - $128K
|
220K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.05K- 2.54% |
$118K - $129K
|
78.7K
$5.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.07K- 4.06% |
$118K - $129K
|
48.8K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.09K- 1.4% |
$120K - $131K
|
147K
$9.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.13K- 15.14% |
$122K - $133K
|
11.9K
$803K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.15K- 0.88% |
$123K - $135K
|
242K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2.23K- 2.61% |
$128K - $139K
|
83.2K
$5.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.24K- 16.79% |
$128K - $140K
|
11.1K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.27K- 0.02% |
$130K - $142K
|
9.08M
$612M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.27K- 0.64% |
$130K - $142K
|
353K
$23.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.29K- 0.47% |
$131K - $144K
|
484K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.33K- 14.61% |
$134K - $146K
|
13.6K
$918K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.38K- 18.26% |
$136K - $149K
|
10.6K
$716K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.38K- 3.77% |
$136K - $149K
|
60.7K
$4.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.39K- 0.7% |
$137K - $150K
|
341K
$23M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.41K- 31.07% |
$138K - $151K
|
5.34K
$360K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 3.4% |
$139K - $152K
|
69K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.44K- 10.98% |
$140K - $153K
|
19.8K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.54K- 1.41% |
$146K - $159K
|
178K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.56K- 3.08% |
$146K - $160K
|
80.4K
$5.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.56K- 3.43% |
$147K - $160K
|
71.9K
$4.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.57K- 3.1% |
$147K - $161K
|
80.2K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.65K- 2.74% |
$152K - $166K
|
94.1K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.67K- 44.48% |
$153K - $168K
|
3.34K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.68K- 1.49% |
$153K - $168K
|
177K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.69K- 2.02% |
$154K - $168K
|
130K
$8.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.7K- 10.34% |
$155K - $169K
|
23.4K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.73K- 20.07% |
$156K - $171K
|
10.9K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.8K- 1.6% |
$160K - $175K
|
172K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.83K- 21.96% |
$162K - $177K
|
10.1K
$678K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.83K- 1.99% |
$162K - $177K
|
139K
$9.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.86K- 4.03% |
$164K - $179K
|
68K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 2.24% |
$165K - $181K
|
126K
$8.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.9K- 29.13% |
$166K - $181K
|
7.05K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.9K- 1.36% |
$166K - $182K
|
210K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.91K- 12.03% |
$167K - $182K
|
21.2K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.91K- 12.82% |
$167K - $182K
|
19.8K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.91K- 3.98% |
$167K - $183K
|
70.3K
$4.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 30.47% |
$168K - $184K
|
6.7K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.96K- 19.66% |
$169K - $185K
|
12.1K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.97K- 4.32% |
$170K - $186K
|
65.8K
$4.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 4.75% |
$171K - $187K
|
59.8K
$4.03M
|