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 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.49K+ 1.83% |
$200K - $219K
|
194K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.49K+ 97.24% |
$200K - $218K
|
7.07K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.48K+ 2.3% |
$199K - $218K
|
155K
$9.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.47K+ 1.18% |
$199K - $218K
|
297K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.46K+ 56.69% |
$198K - $217K
|
9.56K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.44KNew |
$197K - $216K
|
3.44K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.44KNew |
$197K - $215K
|
3.44K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.43KNew |
$196K - $215K
|
3.43K
$216K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.41KNew |
$196K - $214K
|
3.41K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.41KNew |
$196K - $214K
|
3.41K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$195K - $213K
|
3.41K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.39K+ 10.15% |
$194K - $212K
|
36.8K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.38K+ 17.76% |
$194K - $212K
|
22.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.38KNew |
$194K - $212K
|
3.38K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.38K+ 41.97% |
$194K - $212K
|
11.4K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3.38K+ 175.32% |
$193K - $211K
|
5.3K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$192K - $210K
|
3.35K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.35KNew |
$192K - $210K
|
3.35K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 1.77% |
$191K - $209K
|
192K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.34KNew |
$191K - $209K
|
3.34K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.33KNew |
$191K - $208K
|
3.33K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 2.73% |
$190K - $208K
|
125K
$7.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.32KNew |
$190K - $208K
|
3.32K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.3KNew |
$189K - $207K
|
3.3K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.3K+ 26.11% |
$189K - $207K
|
15.9K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$188K - $206K
|
3.29K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.29K+ 12.43% |
$188K - $206K
|
29.7K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 5.17% |
$188K - $205K
|
66.7K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
3.28KNew |
$188K - $205K
|
3.28K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.27KNew |
$188K - $205K
|
3.27K
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.27K+ 12.09% |
$187K - $205K
|
30.3K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.26KNew |
$187K - $204K
|
3.26K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 11.83% |
$186K - $204K
|
30.7K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.25K+ 0.9% |
$186K - $203K
|
363K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.24KNew |
$186K - $203K
|
3.24K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.24K+ 21.87% |
$185K - $203K
|
18K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.23K+ 86.32% |
$185K - $202K
|
6.98K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.21KNew |
$184K - $201K
|
3.21K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.21K+ 5.04% |
$184K - $201K
|
67K
$4.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.19K+ 0.48% |
$183K - $200K
|
662K
$41.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 2.32% |
$182K - $199K
|
140K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.11K+ 86.71% |
$178K - $195K
|
6.7K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.09K+ 90.79% |
$177K - $193K
|
6.48K
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.08K+ 3.07% |
$177K - $193K
|
104K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.08KNew |
$177K - $193K
|
3.08K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.05K+ 6.63% |
$175K - $191K
|
49K
$3.09M
|