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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.63M+ 45.72% |
$495M - $541M
|
27.5M
$1.73B
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.54M+ 6.51% |
$375M - $410M
|
107M
$6.74B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.75M+ 12.51% |
$158M - $172M
|
24.7M
$1.56B
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.11M+ 1115.78% |
$121M - $132M
|
2.3M
$145M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7M+ 5654.17% |
$97.4M - $107M
|
1.73M
$109M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.48M+ 107.47% |
$84.8M - $92.7M
|
2.86M
$180M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42M+ 5.84% |
$81.3M - $88.9M
|
25.7M
$1.62B
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.41M+ 139.25% |
$80.5M - $88M
|
2.41M
$152M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32MNew |
$75.7M - $82.7M
|
1.32M
$83.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11M+ 2.78% |
$63.9M - $69.8M
|
41.2M
$2.59B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02M+ 1.6% |
$58.7M - $64.1M
|
65.1M
$4.1B
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.01M+ 47.87% |
$58.1M - $63.5M
|
3.13M
$197M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
905K+ 760.56% |
$51.9M - $56.7M
|
1.02M
$64.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
747KNew |
$42.8M - $46.8M
|
747K
$47M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
628K+ 418.43% |
$36M - $39.4M
|
778K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
613K+ 120.85% |
$35.1M - $38.4M
|
1.12M
$70.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
573K+ 2.92% |
$32.8M - $35.9M
|
20.2M
$1.27B
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
548KNew |
$31.4M - $34.3M
|
548K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
530K+ 20.75% |
$30.4M - $33.2M
|
3.09M
$194M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
461K+ 3.86% |
$26.4M - $28.9M
|
12.4M
$782M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
453K+ 28.77% |
$26M - $28.4M
|
2.03M
$128M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
418K+ 5.86% |
$24M - $26.2M
|
7.55M
$476M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
408K+ 1032.05% |
$23.4M - $25.6M
|
448K
$28.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
407K+ 471.62% |
$23.3M - $25.5M
|
494K
$31.1M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
371KNew |
$21.2M - $23.2M
|
371K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
362K+ 1.06% |
$20.7M - $22.7M
|
34.6M
$2.18B
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
361K+ 7.35% |
$20.7M - $22.6M
|
5.27M
$332M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
355K+ 50.87% |
$20.3M - $22.2M
|
1.05M
$66.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
353KNew |
$20.3M - $22.1M
|
353K
$22.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
328K+ 214.72% |
$18.8M - $20.5M
|
481K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
314K+ 4.56% |
$18M - $19.7M
|
7.2M
$453M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
309K+ 389.17% |
$17.7M - $19.4M
|
389K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
291K+ 10.46% |
$16.7M - $18.2M
|
3.07M
$193M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
280K+ 2.73% |
$16M - $17.5M
|
10.5M
$664M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
278K+ 7.16% |
$15.9M - $17.4M
|
4.16M
$262M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
259K+ 33.42% |
$14.8M - $16.2M
|
1.03M
$65.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
252K+ 12.12% |
$14.4M - $15.8M
|
2.33M
$147M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
243KNew |
$13.9M - $15.2M
|
243K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
237K+ 6.06% |
$13.6M - $14.8M
|
4.14M
$261M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
226K+ 159.69% |
$13M - $14.2M
|
367K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
221K+ 303.64% |
$12.7M - $13.9M
|
294K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
213K+ 16.67% |
$12.2M - $13.3M
|
1.49M
$93.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
207KNew |
$11.9M - $13M
|
207K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
201KNew |
$11.5M - $12.6M
|
201K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
194K+ 1934.71% |
$11.1M - $12.1M
|
204K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
189K+ 40.58% |
$10.8M - $11.8M
|
654K
$41.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
186K+ 48.14% |
$10.6M - $11.6M
|
571K
$36M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
183K+ 49.09% |
$10.5M - $11.5M
|
556K
$35M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
182K+ 63.71% |
$10.5M - $11.4M
|
469K
$29.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
182K+ 31.85% |
$10.4M - $11.4M
|
754K
$47.5M
|