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
|
American Money Management, LLC
|
SELL
|
- |
-114- 1.03% |
$6.53K - $7.14K
|
10.9K
$685K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-115- 1.4% |
$6.59K - $7.2K
|
8.12K
$510K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-115- 2.08% |
$6.59K - $7.2K
|
5.41K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-116- 0.97% |
$6.65K - $7.27K
|
11.9K
$744K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-116- 2.91% |
$6.65K - $7.27K
|
3.87K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-117- 1.44% |
$6.71K - $7.33K
|
8.03K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-120- 0.37% |
$6.88K - $7.52K
|
32K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-120- 21.82% |
$6.88K - $7.52K
|
430
$27K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-120- 1.37% |
$6.88K - $7.52K
|
8.62K
$541K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-123- 1.07% |
$7.05K - $7.71K
|
11.4K
$713K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 1.35% |
$7.17K - $7.83K
|
9.14K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-128- 0.33% |
$7.34K - $8.02K
|
39.2K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129- 0.16% |
$7.39K - $8.08K
|
79K
$4.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-134- 0.75% |
$7.68K - $8.4K
|
17.7K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-139- 1.39% |
$7.97K - $8.71K
|
9.89K
$621K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-144- 0.56% |
$8.25K - $9.02K
|
25.7K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-145- 0.85% |
$8.31K - $9.08K
|
17K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-145- 2.97% |
$8.31K - $9.08K
|
4.74K
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-148- 0.36% |
$8.48K - $9.27K
|
40.7K
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-150- 1.53% |
$8.6K - $9.4K
|
9.64K
$605K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 3.45% |
$8.6K - $9.4K
|
4.19K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 0.6% |
$8.77K - $9.59K
|
25.4K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-155- 1.31% |
$8.88K - $9.71K
|
11.7K
$732K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-159- 2.15% |
$9.11K - $9.96K
|
7.25K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-160- 1.46% |
$9.17K - $10K
|
10.8K
$679K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 1.22% |
$9.34K - $10.2K
|
13.2K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-163- 0.38% |
$9.34K - $10.2K
|
42.8K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-165- 0.81% |
$9.46K - $10.3K
|
20.1K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-166- 0.86% |
$9.52K - $10.4K
|
19.2K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-167- 0.98% |
$9.57K - $10.5K
|
16.8K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-168- 4.3% |
$9.63K - $10.5K
|
3.74K
$235K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-171- 4.5% |
$9.8K - $10.7K
|
3.63K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-173- 0.66% |
$9.92K - $10.8K
|
25.9K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-175- 1.02% |
$10K - $11K
|
17K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-175- 1.0% |
$10K - $11K
|
17.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-175- 0.02% |
$10K - $11K
|
747K
$46.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-176- 1.55% |
$10.1K - $11K
|
11.2K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-182- 0.26% |
$10.4K - $11.4K
|
69K
$4.33M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-185- 1.09% |
$10.6K - $11.6K
|
16.8K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-186- 2.68% |
$10.7K - $11.7K
|
6.75K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-190- 0.1% |
$10.9K - $11.9K
|
200K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-190- 4.43% |
$10.9K - $11.9K
|
4.1K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 1.8% |
$11.2K - $12.2K
|
10.6K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-196- 0.49% |
$11.2K - $12.3K
|
39.7K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-197- 1.38% |
$11.3K - $12.3K
|
14.1K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-200- 3.85% |
$11.5K - $12.5K
|
5K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-200- 0.15% |
$11.5K - $12.5K
|
130K
$8.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-200- 6.25% |
$11.5K - $12.5K
|
3K
$188K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-200- 0.6% |
$11.5K - $12.5K
|
32.9K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 0.33% |
$11.5K - $12.5K
|
60.4K
$3.79M
|