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
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
301+ 2.69% |
$17.3K - $18.9K
|
11.5K
$719K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300+ 0.05% |
$17.2K - $18.8K
|
612K
$38.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 1.28% |
$17.2K - $18.8K
|
23.7K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
298+ 2.32% |
$17.1K - $18.7K
|
13.1K
$822K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
291+ 1.37% |
$16.7K - $18.2K
|
21.6K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
288+ 0.95% |
$16.5K - $18K
|
30.7K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
285+ 1.85% |
$16.3K - $17.9K
|
15.7K
$981K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
282+ 0.41% |
$16.2K - $17.7K
|
69K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
273+ 1.97% |
$15.6K - $17.1K
|
14.2K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
270+ 2.31% |
$15.5K - $16.9K
|
11.9K
$748K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
270+ 0.26% |
$15.5K - $16.9K
|
103K
$6.43M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
269+ 2.66% |
$15.4K - $16.9K
|
10.4K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
242+ 2.52% |
$13.9K - $15.2K
|
9.83K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
242+ 336.11% |
$13.9K - $15.2K
|
314
$19.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
227+ 0.8% |
$13K - $14.2K
|
28.4K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$12.7K - $13.9K
|
222
$13.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
221+ 0.47% |
$12.7K - $13.8K
|
47.3K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
221+ 1.58% |
$12.7K - $13.8K
|
14.2K
$891K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
221+ 1.07% |
$12.7K - $13.8K
|
20.9K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
220+ 0.33% |
$12.6K - $13.8K
|
66.9K
$4.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
219+ 6.28% |
$12.6K - $13.7K
|
3.71K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
218+ 4.03% |
$12.5K - $13.7K
|
5.62K
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
218+ 0.05% |
$12.5K - $13.7K
|
402K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
218+ 2.11% |
$12.5K - $13.7K
|
10.6K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
215+ 0.2% |
$12.3K - $13.5K
|
109K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
213+ 0.43% |
$12.2K - $13.3K
|
49.8K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
212+ 3.73% |
$12.2K - $13.3K
|
5.89K
$369K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
203+ 0.42% |
$11.6K - $12.7K
|
48.8K
$3.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
202+ 2.49% |
$11.6K - $12.7K
|
8.31K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
201+ 1.77% |
$11.5K - $12.6K
|
11.6K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 0.32% |
$11.5K - $12.5K
|
62K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
198+ 0.05% |
$11.3K - $12.4K
|
391K
$24.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
197+ 0.74% |
$11.3K - $12.3K
|
27K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
192+ 5.29% |
$11K - $12K
|
3.82K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
187+ 0.97% |
$10.7K - $11.7K
|
19.5K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
187+ 0.28% |
$10.7K - $11.7K
|
66.8K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
187+ 2.54% |
$10.7K - $11.7K
|
7.56K
$473K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
185+ 2.84% |
$10.6K - $11.6K
|
6.7K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
184+ 17.28% |
$10.5K - $11.5K
|
1.25K
$78.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
184+ 1.26% |
$10.5K - $11.5K
|
14.7K
$923K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
183+ 0.44% |
$10.5K - $11.5K
|
41.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
178+ 2.3% |
$10.2K - $11.2K
|
7.93K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
174+ 3.99% |
$9.97K - $10.9K
|
4.53K
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
170+ 2.95% |
$9.74K - $10.7K
|
5.94K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
170New |
$9.74K - $10.7K
|
170
$10.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
169+ 8.49% |
$9.69K - $10.6K
|
2.16K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
168+ 2.32% |
$9.63K - $10.5K
|
7.4K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.5% |
$9.57K - $10.5K
|
33.4K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
163+ 285.96% |
$9.34K - $10.2K
|
220
$13.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
162+ 0.49% |
$9.29K - $10.1K
|
33.2K
$2.08M
|