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 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.18% |
$2.69K - $2.94K
|
26.6K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
46+ 0.37% |
$2.64K - $2.88K
|
12.6K
$789K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
46+ 0.38% |
$2.64K - $2.88K
|
12.1K
$759K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
46+ 0.31% |
$2.64K - $2.88K
|
14.8K
$927K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 0.6% |
$2.58K - $2.82K
|
7.61K
$478K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
45New |
$2.58K - $2.82K
|
45
$2.83K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 0.33% |
$2.52K - $2.76K
|
13.5K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
43+ 0.16% |
$2.46K - $2.69K
|
27.7K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
42+ 0.29% |
$2.41K - $2.63K
|
14.6K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.38% |
$2.41K - $2.63K
|
11K
$689K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41+ 0.39% |
$2.35K - $2.57K
|
10.7K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.51% |
$2.35K - $2.57K
|
8.13K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
40+ 0.55% |
$2.29K - $2.51K
|
7.37K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 0.52% |
$2.29K - $2.51K
|
7.66K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.12% |
$2.29K - $2.51K
|
33.3K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
39+ 0.09% |
$2.24K - $2.44K
|
41.2K
$2.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
37+ 0.95% |
$2.12K - $2.32K
|
3.93K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
37+ 0.84% |
$2.12K - $2.32K
|
4.47K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
35+ 0.17% |
$2.01K - $2.19K
|
20.9K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.35% |
$2.01K - $2.19K
|
9.93K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.1% |
$2.01K - $2.19K
|
36.2K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
34+ 0.1% |
$1.95K - $2.13K
|
33.1K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 0.5% |
$1.89K - $2.07K
|
6.58K
$413K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.21% |
$1.78K - $1.94K
|
14.7K
$924K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
30+ 0.56% |
$1.72K - $1.88K
|
5.4K
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.66K - $1.82K
|
10.9K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.22% |
$1.66K - $1.82K
|
13.5K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 2.76% |
$1.6K - $1.75K
|
1.04K
$65.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.34% |
$1.55K - $1.69K
|
7.99K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26+ 0.1% |
$1.49K - $1.63K
|
26.4K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
26+ 0.27% |
$1.49K - $1.63K
|
9.73K
$611K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$1.43K - $1.57K
|
6.97K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25+ 0.39% |
$1.43K - $1.57K
|
6.45K
$405K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
24+ 1.01% |
$1.38K - $1.5K
|
2.39K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
24+ 0.33% |
$1.38K - $1.5K
|
7.23K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.38% |
$1.38K - $1.5K
|
6.41K
$403K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.32K - $1.44K
|
6K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 0.19% |
$1.32K - $1.44K
|
12.2K
$763K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21+ 0.59% |
$1.2K - $1.32K
|
3.58K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.35% |
$1.2K - $1.32K
|
6.05K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
21+ 0.38% |
$1.2K - $1.32K
|
5.48K
$344K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
21+ 0.39% |
$1.2K - $1.32K
|
5.42K
$341K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.15% |
$1.15K - $1.25K
|
13K
$814K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
20+ 0.09% |
$1.15K - $1.25K
|
21.5K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
20+ 0.38% |
$1.15K - $1.25K
|
5.23K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.05% |
$1.09K - $1.19K
|
36.9K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 0.36% |
$1.03K - $1.13K
|
5.01K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.15% |
$1.03K - $1.13K
|
11.8K
$740K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 0.47% |
$974 - $1.07K
|
3.67K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.34% |
$974 - $1.07K
|
4.99K
$313K
|