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 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-5.19K- 3.34% |
$298K - $325K
|
150K
$9.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-5.2K- 8.67% |
$298K - $326K
|
54.7K
$3.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.2K- 47.23% |
$298K - $326K
|
5.81K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.32K- 2.48% |
$305K - $333K
|
210K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.37K- 25.53% |
$308K - $336K
|
15.7K
$951K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.45K- 0.72% |
$313K - $342K
|
755K
$45.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.49K- 26.56% |
$315K - $344K
|
15.2K
$921K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.56K- 17.24% |
$319K - $348K
|
26.7K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-5.56K- 3.54% |
$319K - $348K
|
152K
$9.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5.59K- 8.28% |
$320K - $350K
|
61.9K
$3.76M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-5.64K- 70.75% |
$323K - $353K
|
2.33K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-5.72K- 20.54% |
$328K - $358K
|
22.1K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.8K- 8.61% |
$333K - $363K
|
61.6K
$3.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.85K- 8.17% |
$335K - $366K
|
65.7K
$3.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.95K- 29.14% |
$341K - $373K
|
14.5K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.96K- 1.07% |
$341K - $373K
|
549K
$33.3M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6.03K- 98.85% |
$345K - $377K
|
70
$4.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.04K- 58.53% |
$346K - $378K
|
4.28K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.06K- 23.28% |
$347K - $380K
|
20K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.13K- 3.1% |
$351K - $384K
|
192K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-6.22K- 5.24% |
$356K - $389K
|
112K
$6.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 3.37% |
$361K - $395K
|
181K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.3K- 29.87% |
$361K - $395K
|
14.8K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.42K- 17.38% |
$368K - $402K
|
30.5K
$1.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.49K- 76.43% |
$372K - $406K
|
2K
$121K
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.49K- 41.44% |
$372K - $407K
|
9.17K
$557K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.49K- 41.44% |
$372K - $407K
|
9.17K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.5K- 5.77% |
$373K - $407K
|
106K
$6.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-6.53K- 0.73% |
$374K - $409K
|
885K
$53.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.6K- 1.39% |
$378K - $413K
|
468K
$28.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-6.73K- 14.48% |
$386K - $422K
|
39.8K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.78K- 4.18% |
$389K - $425K
|
156K
$9.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.87K- 2.64% |
$394K - $431K
|
253K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.96K- 1.92% |
$399K - $436K
|
355K
$21.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7K- 5.39% |
$401K - $439K
|
123K
$7.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.17K- 6.39% |
$411K - $449K
|
105K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.21K- 4.95% |
$413K - $452K
|
138K
$8.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.33K- 6.01% |
$420K - $459K
|
115K
$6.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.35K- 19.09% |
$421K - $461K
|
31.2K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.37K- 3.18% |
$422K - $462K
|
224K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-7.37K- 99.93% |
$422K - $462K
|
5
$304
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.45K- 4.99% |
$427K - $467K
|
142K
$8.62M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.55K- 39.78% |
$433K - $473K
|
11.4K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.63K- 56.58% |
$437K - $478K
|
5.86K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.67K- 35.65% |
$440K - $481K
|
13.8K
$841K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.77K- 45.76% |
$445K - $487K
|
9.21K
$559K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.83K- 4.45% |
$449K - $491K
|
168K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-7.84K- 3.45% |
$449K - $491K
|
219K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-8.04K- 8.64% |
$461K - $504K
|
85K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.17K- 6.76% |
$468K - $512K
|
113K
$6.84M
|