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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
722+ 1.01% |
$41.4K - $45.2K
|
72.2K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
720+ 7.56% |
$41.3K - $45.1K
|
10.3K
$674K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
718+ 7.84% |
$41.2K - $45K
|
9.88K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
718+ 4.65% |
$41.2K - $45K
|
16.2K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
716+ 6.13% |
$41K - $44.9K
|
12.4K
$815K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
713+ 0.81% |
$40.9K - $44.7K
|
88.8K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
712+ 13.32% |
$40.8K - $44.6K
|
6.06K
$398K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
712+ 10.24% |
$40.8K - $44.6K
|
7.67K
$504K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
710+ 14.85% |
$40.7K - $44.5K
|
5.49K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
708+ 1.67% |
$40.6K - $44.4K
|
43.1K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
708+ 11.5% |
$40.6K - $44.4K
|
6.86K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
696+ 9.48% |
$39.9K - $43.6K
|
8.04K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
696+ 0.26% |
$39.9K - $43.6K
|
271K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
683+ 0.13% |
$39.1K - $42.8K
|
514K
$33.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
680+ 28.1% |
$39K - $42.6K
|
3.1K
$204K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
675+ 0.83% |
$38.7K - $42.3K
|
82.3K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
673+ 8.89% |
$38.6K - $42.2K
|
8.25K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
669+ 0.57% |
$38.3K - $41.9K
|
117K
$7.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
668+ 7.65% |
$38.3K - $41.9K
|
9.4K
$618K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
668+ 2.76% |
$38.3K - $41.9K
|
24.9K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
665+ 0.24% |
$38.1K - $41.7K
|
280K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.56% |
$37.8K - $41.3K
|
12.5K
$824K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650+ 7.13% |
$37.3K - $40.7K
|
9.77K
$643K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
648+ 1.04% |
$37.1K - $40.6K
|
62.7K
$4.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
645+ 8.78% |
$37K - $40.4K
|
7.99K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 0.44% |
$36.9K - $40.3K
|
148K
$9.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
641+ 0.93% |
$36.7K - $40.2K
|
69.4K
$4.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
639+ 3.93% |
$36.6K - $40K
|
16.9K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
636+ 2.35% |
$36.5K - $39.8K
|
27.7K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
635+ 1.33% |
$36.4K - $39.8K
|
48.5K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
620+ 1.84% |
$35.5K - $38.8K
|
34.4K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
616+ 0.05% |
$35.3K - $38.6K
|
1.13M
$74.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
616+ 16.8% |
$35.3K - $38.6K
|
4.28K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
589+ 7.6% |
$33.8K - $36.9K
|
8.34K
$548K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
586+ 2.44% |
$33.6K - $36.7K
|
24.6K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
584+ 2.74% |
$33.5K - $36.6K
|
21.9K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
575+ 14.58% |
$33K - $36K
|
4.52K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
575+ 0.72% |
$33K - $36K
|
80.3K
$5.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
574+ 14.12% |
$32.9K - $36K
|
4.64K
$305K
|
|
|
Aug 06, 2025
Q3 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
571+ 4.91% |
$32.7K - $35.8K
|
12.2K
$802K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
567+ 5.89% |
$32.5K - $35.5K
|
10.2K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
562New |
$32.2K - $35.2K
|
562
$37K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
556+ 1.77% |
$31.9K - $34.8K
|
32K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
555+ 1.44% |
$31.8K - $34.8K
|
39.1K
$2.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
552+ 15.19% |
$31.6K - $34.6K
|
4.19K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
549+ 1.4% |
$31.5K - $34.4K
|
39.7K
$2.61M
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
548+ 6.24% |
$31.4K - $34.3K
|
9.34K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
545+ 6.48% |
$31.2K - $34.1K
|
8.96K
$589K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
540+ 4.21% |
$31K - $33.8K
|
13.4K
$880K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
536+ 3.79% |
$30.7K - $33.6K
|
14.7K
$965K
|