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
|
Phillips Financial Management, LLC
|
SELL
|
- |
-63.4K- 5.76% |
$3.63M - $3.97M
|
1.04M
$60.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65K- 6.6% |
$3.73M - $4.07M
|
921K
$53.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-65.7K- 15.03% |
$3.77M - $4.12M
|
371K
$21.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-65.9K- 9.11% |
$3.78M - $4.13M
|
657K
$38.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66.1K- 24.29% |
$3.79M - $4.14M
|
206K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-67.9K- 10.93% |
$3.89M - $4.25M
|
554K
$32.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-71.6K- 91.39% |
$4.11M - $4.49M
|
6.75K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-72.1K- 23.31% |
$4.13M - $4.52M
|
237K
$13.8M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-86.8K- 9.96% |
$4.97M - $5.44M
|
785K
$45.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-92.3K- 41.18% |
$5.29M - $5.78M
|
132K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-92.7K- 27.33% |
$5.31M - $5.81M
|
246K
$14.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-94.5K- 78.83% |
$5.41M - $5.92M
|
25.4K
$1.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-97.8K- 1.92% |
$5.6M - $6.12M
|
5M
$291M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-98K- 95.39% |
$5.62M - $6.14M
|
4.74K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-99.4K- 8.97% |
$5.7M - $6.23M
|
1.01M
$58.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-99.5K- 25.77% |
$5.7M - $6.23M
|
286K
$16.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-99.7K- 84.35% |
$5.71M - $6.24M
|
18.5K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-100K- 39.78% |
$5.73M - $6.27M
|
151K
$8.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-106K- 100.0% |
$6.09M - $6.65M
|
1
$58.2
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-110K- 91.52% |
$6.29M - $6.87M
|
10.2K
$592K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-111K- 1.44% |
$6.36M - $6.96M
|
7.59M
$442M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-111K- 1.44% |
$6.36M - $6.96M
|
7.59M
$442M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-122K- 42.11% |
$6.98M - $7.63M
|
168K
$9.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-122K- 7.74% |
$7.01M - $7.66M
|
1.46M
$84.9M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-133K- 46.7% |
$7.61M - $8.32M
|
152K
$8.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136K- 19.72% |
$7.79M - $8.51M
|
553K
$32.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-145K- 18.62% |
$8.33M - $9.11M
|
635K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-159K- 16.49% |
$9.11M - $9.95M
|
805K
$46.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-179K- 6.66% |
$10.3M - $11.2M
|
2.51M
$146M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-183K- 8.41% |
$10.5M - $11.5M
|
1.99M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-185K- 2.52% |
$10.6M - $11.6M
|
7.17M
$417M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-190K- 90.02% |
$10.9M - $11.9M
|
21.1K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-191K- 98.34% |
$11M - $12M
|
3.23K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-251K- 79.71% |
$14.4M - $15.7M
|
63.9K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-253K- 2.86% |
$14.5M - $15.9M
|
8.61M
$501M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-257K- 24.37% |
$14.7M - $16.1M
|
797K
$46.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-261K- 10.18% |
$14.9M - $16.3M
|
2.3M
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-268K- 3.47% |
$15.3M - $16.8M
|
7.44M
$433M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-281K- 25.6% |
$16.1M - $17.6M
|
817K
$47.6M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-281K- 25.6% |
$16.1M - $17.6M
|
817K
$47.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-289K- 48.94% |
$16.6M - $18.1M
|
301K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-319K- 73.39% |
$18.3M - $20M
|
116K
$6.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-335K- 5.22% |
$19.2M - $21M
|
6.08M
$354M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-400K- 96.3% |
$22.9M - $25M
|
15.4K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-602K- 33.12% |
$34.5M - $37.7M
|
1.21M
$70.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-633K- 73.7% |
$36.3M - $39.7M
|
226K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-778K- 3.49% |
$44.6M - $48.7M
|
21.5M
$1.25B
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-825K- 50.58% |
$47.3M - $51.7M
|
806K
$46.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-854K- 89.59% |
$48.9M - $53.5M
|
99.3K
$5.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-985K- 2.02% |
$56.5M - $61.7M
|
47.7M
$2.78B
|