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 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
180K+ 1998.55% |
$10.3M - $11.3M
|
189K
$11.9M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
180K+ 1.1% |
$10.3M - $11.3M
|
16.5M
$1.04B
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
177K+ 19.9% |
$10.1M - $11.1M
|
1.06M
$67.1M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
175K+ 5.44% |
$10M - $11M
|
3.39M
$214M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175K+ 2.55% |
$10M - $11M
|
7.05M
$444M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
175KNew |
$10M - $11M
|
175K
$11M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
172K+ 4.28% |
$9.87M - $10.8M
|
4.2M
$264M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
172K+ 21.69% |
$9.86M - $10.8M
|
965K
$60.8M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
171K+ 843.92% |
$9.83M - $10.7M
|
192K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
167K+ 39.5% |
$9.59M - $10.5M
|
591K
$37.2M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
159K+ 395.37% |
$9.13M - $9.98M
|
200K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
156K+ 34.77% |
$8.93M - $9.76M
|
604K
$38M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
154K+ 5.4% |
$8.8M - $9.62M
|
3M
$189M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
149K+ 8.1% |
$8.54M - $9.34M
|
1.99M
$125M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
145K+ 606.5% |
$8.33M - $9.11M
|
169K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138K+ 9.03% |
$7.93M - $8.67M
|
1.67M
$105M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
135K+ 20.4% |
$7.73M - $8.45M
|
796K
$50.1M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
135K+ 30.16% |
$7.72M - $8.43M
|
581K
$36.6M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
134K+ 98.15% |
$7.66M - $8.37M
|
270K
$17M
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
133K+ 24.3% |
$7.62M - $8.33M
|
680K
$42.8M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
128K+ 4.22% |
$7.36M - $8.05M
|
3.17M
$200M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
128KNew |
$7.31M - $7.99M
|
128K
$8.04M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
121K+ 455.27% |
$6.93M - $7.58M
|
148K
$9.29M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
120KNew |
$6.87M - $7.51M
|
120K
$7.55M
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
116KNew |
$6.64M - $7.26M
|
116K
$7.3M
|
|
Nov 13, 2024
Q3 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
116KNew |
$6.63M - $7.24M
|
116K
$7.28M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
115KNew |
$6.57M - $7.18M
|
115K
$7.22M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114K+ 7.73% |
$6.51M - $7.11M
|
1.58M
$99.7M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
113K+ 143.64% |
$6.49M - $7.09M
|
192K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
112K+ 1416.8% |
$6.42M - $7.01M
|
120K
$7.55M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
111K+ 96733.91% |
$6.38M - $6.97M
|
111K
$7.01M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
110K+ 29.04% |
$6.31M - $6.89M
|
489K
$30.8M
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
110KNew |
$6.29M - $6.88M
|
110K
$6.91M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
109KNew |
$6.26M - $6.85M
|
109K
$6.88M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
109KNew |
$6.25M - $6.83M
|
109K
$6.86M
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
105K+ 128.45% |
$6.01M - $6.57M
|
186K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
100KNew |
$5.74M - $6.27M
|
100K
$6.31M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
99.1K+ 3.35% |
$5.68M - $6.21M
|
3.05M
$192M
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
95KNew |
$5.45M - $5.95M
|
95K
$5.98M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90K+ 27.88% |
$5.16M - $5.64M
|
413K
$26M
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88.3K+ 148.31% |
$5.06M - $5.53M
|
148K
$9.31M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
85.9K+ 148.15% |
$4.93M - $5.38M
|
144K
$9.07M
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
85.5K+ 239.83% |
$4.9M - $5.36M
|
121K
$7.63M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
83.5K+ 4.5% |
$4.79M - $5.23M
|
1.94M
$122M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
83.1K+ 24.68% |
$4.76M - $5.21M
|
420K
$26.4M
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
80.3K+ 75.4% |
$4.6M - $5.03M
|
187K
$11.8M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
78.6KNew |
$4.51M - $4.92M
|
78.6K
$4.95M
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
78.2KNew |
$4.48M - $4.9M
|
78.2K
$4.92M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
77.5K+ 7.37% |
$4.44M - $4.85M
|
1.13M
$71.1M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
76.8K+ 29.65% |
$4.4M - $4.81M
|
336K
$21.2M
|