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
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-14- 0.12% |
$802 - $877
|
11.7K
$735K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14- 0.24% |
$802 - $877
|
5.93K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15- 0.1% |
$860 - $940
|
15.2K
$953K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.17% |
$860 - $940
|
9.02K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-16- 0.15% |
$917 - $1K
|
10.9K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16- 0.03% |
$917 - $1K
|
58.2K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-20- 0.38% |
$1.15K - $1.25K
|
5.2K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-20- 0.95% |
$1.15K - $1.25K
|
2.09K
$131K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-20- 0.09% |
$1.15K - $1.25K
|
22.2K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-22- 0.61% |
$1.26K - $1.38K
|
3.59K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-24- 0.48% |
$1.38K - $1.5K
|
5K
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.34% |
$1.43K - $1.57K
|
7.33K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-25- 0.07% |
$1.43K - $1.57K
|
36.9K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-27- 0.35% |
$1.55K - $1.69K
|
7.77K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-27- 0.1% |
$1.55K - $1.69K
|
26.5K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 0.22% |
$1.6K - $1.75K
|
12.5K
$780K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-28- 0.17% |
$1.6K - $1.75K
|
16.2K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-29- 0.39% |
$1.66K - $1.82K
|
7.35K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.3K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.43% |
$1.72K - $1.88K
|
7.01K
$439K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.7K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 0.46% |
$1.83K - $2K
|
6.85K
$429K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 4.17% |
$2.01K - $2.19K
|
805
$50.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 2.18% |
$2.12K - $2.32K
|
1.66K
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.87% |
$2.12K - $2.32K
|
4.21K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.56% |
$2.29K - $2.51K
|
7.14K
$447K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 0.5% |
$2.29K - $2.51K
|
7.95K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-42- 0.46% |
$2.41K - $2.63K
|
9.04K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-42- 0.49% |
$2.41K - $2.63K
|
8.47K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-44- 0.16% |
$2.52K - $2.76K
|
28.2K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45- 1.38% |
$2.58K - $2.82K
|
3.21K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 7.74% |
$2.64K - $2.88K
|
548
$34.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-47- 0.28% |
$2.69K - $2.94K
|
16.7K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-49- 0.3% |
$2.81K - $3.07K
|
16.1K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-50- 1.06% |
$2.87K - $3.13K
|
4.66K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-50- 0.61% |
$2.87K - $3.13K
|
8.12K
$508K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 34.9% |
$2.98K - $3.26K
|
97
$6.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-54- 0.44% |
$3.1K - $3.38K
|
12.3K
$768K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$3.15K - $3.45K
|
5.51K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.14% |
$3.15K - $3.45K
|
38.9K
$2.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-56- 0.01% |
$3.21K - $3.51K
|
557K
$34.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-60- 28.44% |
$3.44K - $3.76K
|
151
$9.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.33% |
$3.44K - $3.76K
|
17.9K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-66- 0.95% |
$3.78K - $4.13K
|
6.88K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 0.21% |
$3.96K - $4.32K
|
32.7K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 1.9% |
$3.96K - $4.32K
|
3.56K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-72- 0.5% |
$4.13K - $4.51K
|
14.2K
$892K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-75- 0.1% |
$4.3K - $4.7K
|
76.8K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-75- 0.08% |
$4.3K - $4.7K
|
97.3K
$6.09M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-78- 36.62% |
$4.47K - $4.89K
|
135
$8.45K
|