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 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
161New |
$9.23K - $10.1K
|
161
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
160+ 2.75% |
$9.17K - $10K
|
5.98K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
159+ 4.52% |
$9.11K - $9.96K
|
3.68K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
155New |
$8.88K - $9.71K
|
155
$9.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
155New |
$8.88K - $9.71K
|
155
$9.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
154+ 0.33% |
$8.83K - $9.65K
|
46.2K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 1.89% |
$8.71K - $9.52K
|
8.18K
$512K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
152+ 0.92% |
$8.71K - $9.52K
|
16.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
152+ 0.7% |
$8.71K - $9.52K
|
22K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
151+ 1.87% |
$8.66K - $9.46K
|
8.23K
$515K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
146+ 2.18% |
$8.37K - $9.15K
|
6.83K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
146+ 1.76% |
$8.37K - $9.15K
|
8.42K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
145+ 2.64% |
$8.31K - $9.08K
|
5.64K
$353K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
142+ 0.36% |
$8.14K - $8.9K
|
39.2K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
136+ 0.49% |
$7.8K - $8.52K
|
27.9K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
136+ 3.24% |
$7.8K - $8.52K
|
4.33K
$271K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
136+ 0.49% |
$7.8K - $8.52K
|
28.1K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
135New |
$7.74K - $8.46K
|
135
$8.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 3.4% |
$7.74K - $8.46K
|
4.11K
$257K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
131+ 0.74% |
$7.51K - $8.21K
|
17.8K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
130+ 1.02% |
$7.45K - $8.14K
|
12.8K
$804K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
130+ 0.39% |
$7.45K - $8.14K
|
33.8K
$2.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
125+ 0.87% |
$7.17K - $7.83K
|
14.5K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
124+ 0.21% |
$7.11K - $7.77K
|
58.5K
$3.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
122+ 0.59% |
$6.99K - $7.64K
|
20.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
122+ 1.82% |
$6.99K - $7.64K
|
6.81K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
120+ 0.22% |
$6.88K - $7.52K
|
55.1K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
120+ 0.91% |
$6.88K - $7.52K
|
13.4K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
119+ 1.55% |
$6.82K - $7.46K
|
7.77K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
117+ 1.05% |
$6.71K - $7.33K
|
11.2K
$703K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
116+ 0.29% |
$6.65K - $7.27K
|
39.8K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
113+ 0.05% |
$6.48K - $7.08K
|
226K
$14.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
110+ 0.45% |
$6.31K - $6.89K
|
24.8K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
109+ 0.49% |
$6.25K - $6.83K
|
22.3K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
108+ 2.29% |
$6.19K - $6.77K
|
4.83K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
103+ 0.38% |
$5.9K - $6.45K
|
27.1K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.96% |
$5.85K - $6.39K
|
10.7K
$668K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
102+ 0.66% |
$5.85K - $6.39K
|
15.5K
$972K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
100+ 1.14% |
$5.73K - $6.27K
|
8.87K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
100+ 0.85% |
$5.73K - $6.27K
|
11.9K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
98+ 0.24% |
$5.62K - $6.14K
|
40.3K
$2.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
91+ 9.41% |
$5.22K - $5.7K
|
1.06K
$66.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
91+ 0.13% |
$5.22K - $5.7K
|
69.9K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
90+ 16.25% |
$5.16K - $5.64K
|
644
$40.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
88+ 0.07% |
$5.04K - $5.51K
|
132K
$8.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
87+ 1.63% |
$4.99K - $5.45K
|
5.42K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 1.58% |
$4.87K - $5.33K
|
5.45K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
85+ 0.09% |
$4.87K - $5.33K
|
94.9K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
83+ 0.38% |
$4.76K - $5.2K
|
22.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
82+ 0.33% |
$4.7K - $5.14K
|
25.3K
$1.58M
|