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 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.02K- 4.66% |
$230K - $252K
|
82.2K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.08K- 94.66% |
$234K - $255K
|
230
$14.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-4.08K- 2.11% |
$234K - $256K
|
190K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.09K- 4.43% |
$235K - $256K
|
88.4K
$5.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-4.11K- 19.33% |
$235K - $257K
|
17.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-4.11K- 55.7% |
$236K - $257K
|
3.27K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.26K- 9.38% |
$244K - $267K
|
41.1K
$2.55M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.33K- 1.45% |
$248K - $271K
|
294K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.38K- 4.85% |
$251K - $274K
|
86K
$5.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.45K- 6.92% |
$255K - $279K
|
59.8K
$3.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.46K- 1.39% |
$256K - $279K
|
315K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.48K- 19.73% |
$257K - $281K
|
18.2K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.53K- 25.17% |
$259K - $284K
|
13.5K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.56K- 7.95% |
$261K - $285K
|
52.7K
$3.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.63K- 55.36% |
$265K - $290K
|
3.73K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.63K- 22.31% |
$265K - $290K
|
16.1K
$999K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.64K- 2.64% |
$266K - $291K
|
171K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-4.66K- 38.46% |
$267K - $292K
|
7.45K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.75K- 4.24% |
$272K - $298K
|
107K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-4.8K- 5.84% |
$275K - $301K
|
77.4K
$4.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.81K- 50.25% |
$276K - $301K
|
4.76K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.85K- 7.59% |
$278K - $304K
|
59K
$3.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.85K- 3.9% |
$278K - $304K
|
120K
$7.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.85K- 4.26% |
$278K - $304K
|
109K
$6.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.86K- 0.91% |
$279K - $304K
|
530K
$32.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.93K- 46.46% |
$283K - $309K
|
5.68K
$352K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.95K- 6.52% |
$284K - $310K
|
70.9K
$4.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-5.12K- 1.49% |
$294K - $321K
|
339K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.17K- 0.4% |
$297K - $324K
|
1.29M
$80.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.18K- 6.91% |
$297K - $325K
|
69.8K
$4.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-5.19K- 3.34% |
$298K - $325K
|
150K
$9.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-5.2K- 8.67% |
$298K - $326K
|
54.7K
$3.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.2K- 47.23% |
$298K - $326K
|
5.81K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.32K- 2.48% |
$305K - $333K
|
210K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.37K- 25.53% |
$308K - $336K
|
15.7K
$971K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.45K- 0.72% |
$313K - $342K
|
755K
$46.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.49K- 26.56% |
$315K - $344K
|
15.2K
$941K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.56K- 17.24% |
$319K - $348K
|
26.7K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-5.56K- 3.54% |
$319K - $348K
|
152K
$9.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5.59K- 8.28% |
$320K - $350K
|
61.9K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-5.64K- 70.75% |
$323K - $353K
|
2.33K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-5.72K- 20.54% |
$328K - $358K
|
22.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.8K- 8.61% |
$333K - $363K
|
61.6K
$3.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.85K- 8.17% |
$335K - $366K
|
65.7K
$4.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.95K- 29.14% |
$341K - $373K
|
14.5K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.96K- 1.07% |
$341K - $373K
|
549K
$34.1M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6.03K- 98.85% |
$345K - $377K
|
70
$4.34K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.04K- 58.53% |
$346K - $378K
|
4.28K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.06K- 23.28% |
$347K - $380K
|
20K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.13K- 3.1% |
$351K - $384K
|
192K
$11.9M
|