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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 1.35% |
$7.17K - $7.83K
|
9.14K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-128- 0.33% |
$7.34K - $8.02K
|
39.2K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129- 0.16% |
$7.39K - $8.08K
|
79K
$4.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-134- 0.75% |
$7.68K - $8.4K
|
17.7K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-139- 1.39% |
$7.97K - $8.71K
|
9.89K
$550K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-144- 0.56% |
$8.25K - $9.02K
|
25.7K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-145- 0.85% |
$8.31K - $9.08K
|
17K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-145- 2.97% |
$8.31K - $9.08K
|
4.74K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-148- 0.36% |
$8.48K - $9.27K
|
40.7K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-150- 1.53% |
$8.6K - $9.4K
|
9.64K
$537K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 3.45% |
$8.6K - $9.4K
|
4.19K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 0.6% |
$8.77K - $9.59K
|
25.4K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-155- 1.31% |
$8.88K - $9.71K
|
11.7K
$649K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-159- 2.15% |
$9.11K - $9.96K
|
7.25K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-160- 1.46% |
$9.17K - $10K
|
10.8K
$602K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 1.22% |
$9.34K - $10.2K
|
13.2K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-163- 0.38% |
$9.34K - $10.2K
|
42.8K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-165- 0.81% |
$9.46K - $10.3K
|
20.1K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-166- 0.86% |
$9.52K - $10.4K
|
19.2K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-167- 0.98% |
$9.57K - $10.5K
|
16.8K
$936K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-168- 4.3% |
$9.63K - $10.5K
|
3.74K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-171- 4.5% |
$9.8K - $10.7K
|
3.63K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-173- 0.66% |
$9.92K - $10.8K
|
25.9K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-175- 1.02% |
$10K - $11K
|
17K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-175- 1.0% |
$10K - $11K
|
17.4K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-175- 0.02% |
$10K - $11K
|
747K
$41.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-176- 1.55% |
$10.1K - $11K
|
11.2K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-182- 0.26% |
$10.4K - $11.4K
|
69K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-185- 1.09% |
$10.6K - $11.6K
|
16.8K
$934K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-186- 2.68% |
$10.7K - $11.7K
|
6.75K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-190- 0.1% |
$10.9K - $11.9K
|
200K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-190- 4.43% |
$10.9K - $11.9K
|
4.1K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 1.8% |
$11.2K - $12.2K
|
10.6K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-196- 0.49% |
$11.2K - $12.3K
|
39.7K
$2.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-197- 1.38% |
$11.3K - $12.3K
|
14.1K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-200- 3.85% |
$11.5K - $12.5K
|
5K
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-200- 0.15% |
$11.5K - $12.5K
|
130K
$7.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-200- 6.25% |
$11.5K - $12.5K
|
3K
$167K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-200- 0.6% |
$11.5K - $12.5K
|
32.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 0.33% |
$11.5K - $12.5K
|
60.4K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-202- 1.32% |
$11.6K - $12.7K
|
15.1K
$840K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-213- 3.33% |
$12.2K - $13.3K
|
6.18K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-214- 3.08% |
$12.3K - $13.4K
|
6.74K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-214- 1.74% |
$12.3K - $13.4K
|
12.1K
$673K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-215- 1.07% |
$12.3K - $13.5K
|
19.8K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-215- 63.8% |
$12.3K - $13.5K
|
122
$6.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-217- 1.1% |
$12.4K - $13.6K
|
19.5K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-220- 2.73% |
$12.6K - $13.8K
|
7.84K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-224- 2.25% |
$12.8K - $14K
|
9.73K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 1.48% |
$12.9K - $14.1K
|
14.9K
$831K
|