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
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.38% |
$2.41K - $2.63K
|
11K
$611K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41+ 0.39% |
$2.35K - $2.57K
|
10.7K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.51% |
$2.35K - $2.57K
|
8.13K
$452K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
40+ 0.55% |
$2.29K - $2.51K
|
7.37K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 0.52% |
$2.29K - $2.51K
|
7.66K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.12% |
$2.29K - $2.51K
|
33.3K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
39+ 0.09% |
$2.24K - $2.44K
|
41.2K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
37+ 0.95% |
$2.12K - $2.32K
|
3.93K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
37+ 0.84% |
$2.12K - $2.32K
|
4.47K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
35+ 0.17% |
$2.01K - $2.19K
|
20.9K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.35% |
$2.01K - $2.19K
|
9.93K
$553K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.1% |
$2.01K - $2.19K
|
36.2K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
34+ 0.1% |
$1.95K - $2.13K
|
33.1K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 0.5% |
$1.89K - $2.07K
|
6.58K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.21% |
$1.78K - $1.94K
|
14.7K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
30+ 0.56% |
$1.72K - $1.88K
|
5.4K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.66K - $1.82K
|
10.9K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.22% |
$1.66K - $1.82K
|
13.5K
$750K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 2.76% |
$1.6K - $1.75K
|
1.04K
$58K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.34% |
$1.55K - $1.69K
|
7.99K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26+ 0.1% |
$1.49K - $1.63K
|
26.4K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
26+ 0.27% |
$1.49K - $1.63K
|
9.73K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$1.43K - $1.57K
|
6.97K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25+ 0.39% |
$1.43K - $1.57K
|
6.45K
$359K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
24+ 1.01% |
$1.38K - $1.5K
|
2.39K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
24+ 0.33% |
$1.38K - $1.5K
|
7.23K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.38% |
$1.38K - $1.5K
|
6.41K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.32K - $1.44K
|
6K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 0.19% |
$1.32K - $1.44K
|
12.2K
$676K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21+ 0.59% |
$1.2K - $1.32K
|
3.58K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.35% |
$1.2K - $1.32K
|
6.05K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
21+ 0.38% |
$1.2K - $1.32K
|
5.48K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
21+ 0.39% |
$1.2K - $1.32K
|
5.42K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.15% |
$1.15K - $1.25K
|
13K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
20+ 0.09% |
$1.15K - $1.25K
|
21.5K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
20+ 0.38% |
$1.15K - $1.25K
|
5.23K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.05% |
$1.09K - $1.19K
|
36.9K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 0.36% |
$1.03K - $1.13K
|
5.01K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.15% |
$1.03K - $1.13K
|
11.8K
$656K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 0.47% |
$974 - $1.07K
|
3.67K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.34% |
$974 - $1.07K
|
4.99K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
17+ 0.27% |
$974 - $1.07K
|
6.41K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
16+ 0.35% |
$917 - $1K
|
4.57K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 0.1% |
$917 - $1K
|
16.6K
$923K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.37% |
$860 - $940
|
4.11K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15+ 0.17% |
$860 - $940
|
8.69K
$484K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14+ 0.31% |
$802 - $877
|
4.48K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14+ 0.38% |
$802 - $877
|
3.66K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.36% |
$802 - $877
|
3.96K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14+ 0.06% |
$802 - $877
|
22.4K
$1.24M
|