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 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-16.4K- 12.77% |
$942K - $1.03M
|
112K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.8K- 59.73% |
$963K - $1.05M
|
11.3K
$763K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.6K- 2.08% |
$1.01M - $1.1M
|
831K
$56M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.1K- 16.9% |
$1.04M - $1.13M
|
88.9K
$5.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.2K- 2.56% |
$1.04M - $1.14M
|
692K
$46.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-18.3K- 9.73% |
$1.05M - $1.15M
|
170K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-18.8K- 15.24% |
$1.08M - $1.18M
|
105K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19.5K- 3.87% |
$1.12M - $1.22M
|
485K
$32.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-19.7K- 74.04% |
$1.13M - $1.24M
|
6.92K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-19.8K- 55.13% |
$1.13M - $1.24M
|
16.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.9K- 4.6% |
$1.14M - $1.25M
|
414K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-20.2K- 70.63% |
$1.16M - $1.27M
|
8.4K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.2K- 5.4% |
$1.22M - $1.33M
|
372K
$25M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-23.1K- 6.22% |
$1.32M - $1.45M
|
348K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.3K- 75.0% |
$1.39M - $1.52M
|
8.1K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-24.4K- 2.62% |
$1.4M - $1.53M
|
907K
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.5K- 44.27% |
$1.4M - $1.53M
|
30.8K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25K- 5.64% |
$1.44M - $1.57M
|
419K
$28.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25.2K- 3.43% |
$1.44M - $1.58M
|
709K
$47.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.3K- 10.31% |
$1.45M - $1.59M
|
220K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25.6K- 23.97% |
$1.47M - $1.61M
|
81.3K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25.7K- 10.13% |
$1.47M - $1.61M
|
228K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-25.7K- 99.09% |
$1.48M - $1.61M
|
237
$16K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-26.6K- 49.33% |
$1.53M - $1.67M
|
27.4K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-27.6K- 21.94% |
$1.58M - $1.73M
|
98.2K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-27.6K- 10.33% |
$1.58M - $1.73M
|
240K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-27.8K- 11.94% |
$1.59M - $1.74M
|
205K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-28.3K- 63.7% |
$1.62M - $1.77M
|
16.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-28.7K- 2.31% |
$1.64M - $1.8M
|
1.21M
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-29.2K- 52.4% |
$1.68M - $1.83M
|
26.6K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-29.6K- 2.06% |
$1.7M - $1.86M
|
1.41M
$94.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-30.1K- 6.26% |
$1.72M - $1.88M
|
450K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.8K- 2.09% |
$1.77M - $1.93M
|
1.45M
$97.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31K- 12.13% |
$1.78M - $1.94M
|
225K
$15.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-31.5K- 7.29% |
$1.8M - $1.97M
|
400K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-34.1K- 86.99% |
$1.95M - $2.13M
|
5.1K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-35.1K- 26.59% |
$2.01M - $2.2M
|
96.8K
$6.52M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-35.3K- 2.49% |
$2.02M - $2.21M
|
1.38M
$93.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35.4K- 7.46% |
$2.03M - $2.22M
|
439K
$29.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-35.9K- 15.69% |
$2.06M - $2.25M
|
193K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-36.5K- 93.08% |
$2.09M - $2.29M
|
2.72K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-37.4K- 4.06% |
$2.15M - $2.34M
|
883K
$59.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-40.2K- 84.42% |
$2.3M - $2.52M
|
7.42K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-41.7K- 2.61% |
$2.39M - $2.61M
|
1.55M
$105M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-42.9K- 3.98% |
$2.46M - $2.68M
|
1.03M
$69.7M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-43.8K- 3.0% |
$2.51M - $2.74M
|
1.42M
$95.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.9K- 7.81% |
$2.52M - $2.75M
|
518K
$34.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-45.1K- 50.47% |
$2.58M - $2.82M
|
44.2K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46K- 8.82% |
$2.64M - $2.88M
|
476K
$32.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-47.4K- 52.24% |
$2.72M - $2.97M
|
43.4K
$2.92M
|