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
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.38K+ 1.15% |
$78.8K - $86.1K
|
121K
$7.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.35K+ 1.8% |
$77.6K - $84.8K
|
76.8K
$4.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.62% |
$77.6K - $84.8K
|
84.9K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.35K+ 32.07% |
$77.4K - $84.6K
|
5.56K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.34K+ 0.08% |
$76.5K - $83.6K
|
1.58M
$99.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.28K+ 0.83% |
$73.6K - $80.4K
|
156K
$9.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.28K+ 1.42% |
$73.5K - $80.3K
|
91.7K
$5.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25K+ 31.82% |
$71.8K - $78.5K
|
5.19K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.25K+ 6.79% |
$71.5K - $78.2K
|
19.6K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.24K+ 0.2% |
$70.8K - $77.4K
|
629K
$39.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1.23K+ 1.09% |
$70.4K - $77K
|
114K
$7.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.21K+ 2.08% |
$69.4K - $75.9K
|
59.5K
$3.76M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.21K+ 16.37% |
$69.4K - $75.9K
|
8.61K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.2K+ 7.77% |
$68.8K - $75.2K
|
16.7K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.2KNew |
$68.8K - $75.2K
|
1.2K
$75.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.2K+ 0.7% |
$68.7K - $75.1K
|
172K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 2.88% |
$68K - $74.4K
|
42.4K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.17K+ 1.07% |
$66.9K - $73.2K
|
110K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.17K+ 4.55% |
$66.8K - $73K
|
26.8K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.16K+ 1.19% |
$66.4K - $72.6K
|
98.9K
$6.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.16K+ 2.13% |
$66.4K - $72.6K
|
55.7K
$3.52M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 0.8% |
$66K - $72.1K
|
145K
$9.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.15K+ 10.0% |
$65.9K - $72K
|
12.7K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.14K+ 37.25% |
$65.1K - $71.2K
|
4.19K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 2.04% |
$65.1K - $71.1K
|
56.8K
$3.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.13K+ 12.32% |
$64.9K - $70.9K
|
10.3K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.13KNew |
$64.8K - $70.8K
|
1.13K
$71.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.12K+ 12.06% |
$64.3K - $70.2K
|
10.4K
$659K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.12K+ 27.68% |
$64.2K - $70.2K
|
5.17K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.1K+ 3.1% |
$63.1K - $69K
|
36.6K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.09K+ 1.49% |
$62.6K - $68.4K
|
74.2K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.08K+ 18.4% |
$62.1K - $67.8K
|
6.97K
$441K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.08K+ 16.44% |
$61.7K - $67.5K
|
7.63K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.07K+ 2.08% |
$61.4K - $67.1K
|
52.6K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 1.09% |
$61K - $66.7K
|
98.4K
$6.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.04K+ 2.28% |
$59.7K - $65.2K
|
46.8K
$2.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.04K+ 1.09% |
$59.6K - $65.2K
|
96.8K
$6.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.04KNew |
$59.3K - $64.8K
|
1.04K
$65.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 16.98% |
$58.3K - $63.7K
|
7.01K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.02K+ 4.9% |
$58.3K - $63.7K
|
21.8K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.01K+ 4.82% |
$58.1K - $63.5K
|
22K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.01K+ 21.67% |
$57.6K - $63K
|
5.64K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
1K+ 2.84% |
$57.3K - $62.7K
|
36.2K
$2.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
992+ 3.47% |
$56.9K - $62.1K
|
29.6K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
991+ 21.95% |
$56.8K - $62.1K
|
5.51K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
990+ 3.28% |
$56.7K - $62K
|
31.1K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
983+ 2.17% |
$56.3K - $61.6K
|
46.3K
$2.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
964+ 3.4% |
$55.3K - $60.4K
|
29.3K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
963+ 10.13% |
$55.2K - $60.3K
|
10.5K
$662K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
955+ 7.79% |
$54.7K - $59.8K
|
13.2K
$835K
|