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 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
41.4K+ 53.0% |
$2.37M - $2.59M
|
119K
$8.07M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
41.3K+ 202.09% |
$2.37M - $2.59M
|
61.8K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
41.1K+ 3.78% |
$2.36M - $2.58M
|
1.13M
$76.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
40.6K+ 9.23% |
$2.33M - $2.55M
|
481K
$32.5M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
39.8K+ 11.3% |
$2.28M - $2.49M
|
392K
$26.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38.8K+ 3.92% |
$2.23M - $2.43M
|
1.03M
$69.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37.6KNew |
$2.16M - $2.36M
|
37.6K
$2.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
37.5K+ 296.46% |
$2.15M - $2.35M
|
50.1K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 46.03% |
$2.12M - $2.31M
|
117K
$7.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
36.6K+ 2.18% |
$2.1M - $2.29M
|
1.72M
$116M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
36.5KNew |
$2.09M - $2.29M
|
36.5K
$2.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
36.4KNew |
$2.09M - $2.28M
|
36.4K
$2.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.7K+ 10.13% |
$2.05M - $2.24M
|
389K
$26.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
35.6K+ 24.35% |
$2.04M - $2.23M
|
182K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
35.2K+ 8.59% |
$2.02M - $2.21M
|
445K
$30.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
34.7K+ 11.04% |
$1.99M - $2.17M
|
349K
$23.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
34.3K+ 36.08% |
$1.97M - $2.15M
|
129K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34.3KNew |
$1.96M - $2.15M
|
34.3K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
34.2K+ 7.93% |
$1.96M - $2.14M
|
465K
$31.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34.2K+ 3.08% |
$1.96M - $2.14M
|
1.14M
$77.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
34K+ 3.07% |
$1.95M - $2.13M
|
1.14M
$77.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
33.3KNew |
$1.91M - $2.09M
|
33.3K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
33K+ 17.6% |
$1.89M - $2.07M
|
221K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
32.6K+ 34.52% |
$1.87M - $2.05M
|
127K
$8.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
32.5K+ 18.76% |
$1.86M - $2.03M
|
206K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
32.4K+ 10.81% |
$1.86M - $2.03M
|
333K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
32.1KNew |
$1.84M - $2.01M
|
32.1K
$2.17M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
32K+ 394.33% |
$1.84M - $2.01M
|
40.1K
$2.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
31.8K+ 25.84% |
$1.82M - $1.99M
|
155K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31.4K+ 1.32% |
$1.8M - $1.97M
|
2.41M
$163M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
31.1K+ 2.2% |
$1.78M - $1.95M
|
1.44M
$97.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
30.3K+ 59.61% |
$1.74M - $1.9M
|
81.2K
$5.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
30.3K+ 13.92% |
$1.73M - $1.9M
|
248K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.9K+ 5.36% |
$1.71M - $1.87M
|
587K
$39.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29.3K+ 39.23% |
$1.68M - $1.84M
|
104K
$7.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
28.8K+ 7.83% |
$1.65M - $1.81M
|
397K
$26.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
28K+ 2.61% |
$1.6M - $1.75M
|
1.1M
$74.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27.6K+ 70.29% |
$1.58M - $1.73M
|
66.8K
$4.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27.3K+ 4.33% |
$1.57M - $1.71M
|
658K
$44.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27.1K+ 74.86% |
$1.55M - $1.7M
|
63.3K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27K+ 1.25% |
$1.55M - $1.69M
|
2.19M
$148M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.4K+ 24.6% |
$1.52M - $1.66M
|
134K
$9.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
26.4KNew |
$1.51M - $1.65M
|
26.4K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
26.3K+ 44.13% |
$1.5M - $1.64M
|
85.7K
$5.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26.2K+ 3.75% |
$1.5M - $1.64M
|
725K
$49M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25.5K+ 329.36% |
$1.46M - $1.59M
|
33.2K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.8K+ 239.87% |
$1.42M - $1.56M
|
35.2K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.7K+ 29.58% |
$1.42M - $1.55M
|
108K
$7.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
24.6K+ 3.42% |
$1.41M - $1.54M
|
744K
$50.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.3KNew |
$1.39M - $1.52M
|
24.3K
$1.64M
|