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 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
8.15K+ 16.13% |
$467K - $511K
|
58.7K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8.14K+ 42.14% |
$467K - $510K
|
27.5K
$1.6M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 1.11% |
$466K - $510K
|
742K
$43.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.11K+ 3.32% |
$465K - $508K
|
252K
$14.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
8.09K+ 2.78% |
$464K - $507K
|
299K
$17.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
8.07K+ 2.18% |
$462K - $505K
|
377K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.03KNew |
$460K - $503K
|
8.03K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
8.01K+ 2.66% |
$459K - $502K
|
309K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.01K+ 1.34% |
$459K - $502K
|
607K
$35.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.99K+ 4.28% |
$458K - $501K
|
195K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.97K+ 9.5% |
$457K - $499K
|
91.8K
$5.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.95K+ 9.78% |
$456K - $498K
|
89.3K
$5.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7.93K+ 9.31% |
$455K - $497K
|
93.1K
$5.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
7.87KNew |
$451K - $493K
|
7.87K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.79KNew |
$446K - $488K
|
7.79K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.68K+ 4.5% |
$440K - $481K
|
179K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.68K+ 2.7% |
$440K - $481K
|
292K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.64K+ 67.32% |
$438K - $479K
|
19K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.56K+ 15.28% |
$434K - $474K
|
57.1K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.52K+ 9.39% |
$431K - $471K
|
87.6K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.32K+ 3.63% |
$420K - $459K
|
209K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
7.25K+ 12.32% |
$415K - $454K
|
66K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.19K+ 4.94% |
$412K - $451K
|
153K
$8.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.18K+ 68.11% |
$411K - $450K
|
17.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
7.12KNew |
$408K - $446K
|
7.12K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.09K+ 5.23% |
$407K - $444K
|
143K
$8.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.05KNew |
$404K - $442K
|
7.05K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.95K+ 54.37% |
$398K - $435K
|
19.7K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.93K+ 4.55% |
$397K - $434K
|
159K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6.91KNew |
$396K - $433K
|
6.91K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6.77K+ 1.38% |
$388K - $424K
|
498K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$387K - $423K
|
6.76K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.72K+ 0.11% |
$385K - $421K
|
6.03M
$351M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.72K+ 1.12% |
$385K - $421K
|
605K
$35.2M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.68K+ 108.62% |
$383K - $418K
|
12.8K
$747K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.62K+ 8.39% |
$380K - $415K
|
85.6K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.59K+ 0.27% |
$378K - $413K
|
2.44M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
6.55KNew |
$376K - $410K
|
6.55K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.52K+ 5.33% |
$374K - $408K
|
129K
$7.49M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.5K+ 28.12% |
$373K - $407K
|
29.6K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6.48K+ 38.45% |
$371K - $406K
|
23.3K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
6.33K+ 4.43% |
$363K - $396K
|
149K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.32K+ 32.8% |
$362K - $396K
|
25.6K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
6.3K+ 3.11% |
$361K - $395K
|
209K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.3K+ 2.19% |
$361K - $394K
|
294K
$17.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.29K+ 10.24% |
$361K - $394K
|
67.8K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.29K+ 6.98% |
$361K - $394K
|
96.5K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.28K+ 11.34% |
$360K - $393K
|
61.6K
$3.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 29.01% |
$359K - $393K
|
27.9K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
6.25K+ 2.32% |
$358K - $391K
|
275K
$16M
|