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 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.01K+ 17.4% |
$287K - $314K
|
33.8K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5K+ 5.69% |
$287K - $313K
|
92.8K
$5.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5K+ 2.05% |
$287K - $313K
|
249K
$15.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
5K+ 8.62% |
$286K - $313K
|
62.9K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5KNew |
$286K - $313K
|
5K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.89K+ 51.65% |
$280K - $306K
|
14.3K
$903K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.87K+ 64.69% |
$279K - $305K
|
12.4K
$780K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.86K+ 0.41% |
$279K - $304K
|
1.2M
$75.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.85K+ 4.32% |
$278K - $304K
|
117K
$7.37M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$273K - $298K
|
4.76K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.75K+ 8.04% |
$272K - $298K
|
63.8K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
4.75K+ 20.33% |
$272K - $298K
|
28.1K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.72KNew |
$270K - $295K
|
4.72K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.71K+ 0.74% |
$270K - $295K
|
641K
$40.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 205.38% |
$269K - $294K
|
6.98K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.69K+ 14.87% |
$269K - $294K
|
36.2K
$2.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
4.69K+ 1.89% |
$269K - $294K
|
252K
$15.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.67K+ 3.24% |
$268K - $292K
|
149K
$9.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.66K+ 1.56% |
$267K - $292K
|
304K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4.61K+ 42.84% |
$264K - $289K
|
15.4K
$968K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$263K - $288K
|
4.6K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.58K+ 3.94% |
$262K - $287K
|
121K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.54K+ 19.57% |
$260K - $284K
|
27.7K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.54K+ 6.48% |
$260K - $284K
|
74.5K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.53KNew |
$259K - $283K
|
4.53K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.52K+ 7.88% |
$259K - $283K
|
61.9K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.52K+ 1.97% |
$259K - $283K
|
234K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.5K+ 105.29% |
$258K - $282K
|
8.78K
$553K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.48K+ 1.39% |
$257K - $281K
|
328K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.47K+ 2.19% |
$256K - $280K
|
208K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.47K+ 411.79% |
$256K - $280K
|
5.56K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.45KNew |
$255K - $279K
|
4.45K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.44K+ 74.79% |
$255K - $278K
|
10.4K
$654K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.44K+ 1.26% |
$254K - $278K
|
356K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.43K+ 3.0% |
$254K - $278K
|
152K
$9.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
4.43K+ 2.22% |
$254K - $277K
|
204K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.41K+ 1.52% |
$253K - $276K
|
294K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.4K+ 2.89% |
$252K - $275K
|
157K
$9.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$249K - $272K
|
4.34K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.34K+ 2.2% |
$248K - $272K
|
201K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.33KNew |
$248K - $271K
|
4.33K
$273K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.31K+ 3.14% |
$247K - $270K
|
142K
$8.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
4.31KNew |
$247K - $270K
|
4.31K
$271K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.29K+ 3.8% |
$246K - $269K
|
117K
$7.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.28KNew |
$245K - $268K
|
4.28K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.26K+ 11.71% |
$244K - $267K
|
40.7K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.26K+ 2.61% |
$244K - $267K
|
168K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.23KNew |
$243K - $265K
|
4.23K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.22K+ 0.61% |
$242K - $264K
|
701K
$44.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 12.88% |
$241K - $264K
|
36.9K
$2.32M
|