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 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8.2K- 13.47% |
$470K - $513K
|
52.6K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.31K- 9.7% |
$476K - $520K
|
77.3K
$4.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-8.4K- 1.77% |
$481K - $526K
|
466K
$28.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.44K- 8.16% |
$484K - $529K
|
95K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.5K- 9.1% |
$487K - $533K
|
84.9K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.53K- 2.37% |
$489K - $534K
|
352K
$21.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-8.7K- 0.76% |
$499K - $545K
|
1.14M
$69.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.7K- 72.3% |
$499K - $545K
|
3.33K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-8.71K- 21.07% |
$499K - $546K
|
32.6K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8.73K- 1.48% |
$500K - $547K
|
582K
$35.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.89K- 9.44% |
$510K - $557K
|
85.3K
$5.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8.97K- 21.56% |
$514K - $562K
|
32.6K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.04K- 7.11% |
$518K - $566K
|
118K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9.22K- 6.09% |
$528K - $578K
|
142K
$8.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-9.46K- 35.44% |
$542K - $593K
|
17.2K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.55K- 31.91% |
$548K - $599K
|
20.4K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-9.86K- 1.3% |
$565K - $618K
|
750K
$45.5M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9.91K- 44.42% |
$568K - $621K
|
12.4K
$753K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-10K- 29.07% |
$576K - $629K
|
24.5K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 6.65% |
$580K - $634K
|
142K
$8.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 1.92% |
$589K - $644K
|
525K
$31.9M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.4K- 55.32% |
$596K - $652K
|
8.4K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 2.65% |
$599K - $655K
|
384K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-10.5K- 5.59% |
$603K - $659K
|
178K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.5K- 5.65% |
$604K - $660K
|
176K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.14% |
$604K - $660K
|
244K
$14.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.6K- 0.44% |
$607K - $663K
|
2.4M
$145M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-10.6K- 61.24% |
$609K - $666K
|
6.73K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-10.7K- 95.52% |
$613K - $670K
|
502
$30.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.8K- 6.63% |
$620K - $678K
|
152K
$9.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-10.8K- 6.17% |
$621K - $679K
|
165K
$10M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.9K- 1.13% |
$623K - $681K
|
949K
$57.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-11.1K- 12.26% |
$638K - $697K
|
79.6K
$4.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 39.01% |
$638K - $697K
|
17.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-11.5K- 25.86% |
$657K - $718K
|
32.8K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-11.6K- 24.32% |
$666K - $728K
|
36.2K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-11.6K- 7.96% |
$667K - $729K
|
135K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.6K- 0.35% |
$667K - $729K
|
3.27M
$198M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-11.7K- 74.81% |
$672K - $735K
|
3.95K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-11.7K- 11.08% |
$673K - $736K
|
94.3K
$5.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11.8K- 2.15% |
$677K - $740K
|
538K
$32.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.8K- 3.53% |
$677K - $740K
|
323K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.9K- 14.9% |
$684K - $748K
|
68.2K
$4.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-11.9K- 5.42% |
$685K - $749K
|
208K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12K- 5.44% |
$689K - $753K
|
209K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13K- 7.37% |
$744K - $813K
|
163K
$9.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-13K- 24.66% |
$747K - $817K
|
39.8K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13.1K- 0.3% |
$748K - $818K
|
4.29M
$260M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-13.3K- 9.35% |
$763K - $834K
|
129K
$7.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13.4K- 59.89% |
$767K - $838K
|
8.96K
$544K
|