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 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-390- 3.37% |
$22.4K - $24.4K
|
11.2K
$622K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-391- 10.05% |
$22.4K - $24.5K
|
3.5K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-391- 0.37% |
$22.4K - $24.5K
|
104K
$5.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-397- 0.49% |
$22.8K - $24.9K
|
81.1K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-397- 0.61% |
$22.8K - $24.9K
|
64.2K
$3.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-398- 9.29% |
$22.8K - $24.9K
|
3.89K
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-402- 2.97% |
$23K - $25.2K
|
13.1K
$731K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-404- 5.08% |
$23.2K - $25.3K
|
7.55K
$420K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-405- 1.89% |
$23.2K - $25.4K
|
21K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 4.55% |
$23.5K - $25.7K
|
8.6K
$479K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-411- 2.36% |
$23.6K - $25.7K
|
17K
$947K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 0.8% |
$23.8K - $26K
|
51.3K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-424- 0.99% |
$24.3K - $26.6K
|
42.4K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-425- 5.53% |
$24.4K - $26.6K
|
7.26K
$404K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-426- 0.59% |
$24.4K - $26.7K
|
71.6K
$3.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 3.35% |
$24.5K - $26.8K
|
12.4K
$687K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.94% |
$24.6K - $26.9K
|
14.2K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-430- 0.14% |
$24.6K - $26.9K
|
298K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-431- 1.35% |
$24.7K - $27K
|
31.5K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-435- 0.3% |
$24.9K - $27.3K
|
144K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 0.1% |
$25.2K - $27.6K
|
434K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-440- 11.58% |
$25.2K - $27.6K
|
3.36K
$187K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-443- 0.35% |
$25.4K - $27.8K
|
125K
$6.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-446- 2.92% |
$25.6K - $27.9K
|
14.9K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-450- 4.79% |
$25.8K - $28.2K
|
8.95K
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-451- 3.29% |
$25.9K - $28.3K
|
13.3K
$737K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-453- 2.5% |
$26K - $28.4K
|
17.7K
$983K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-454- 1.6% |
$26K - $28.4K
|
27.9K
$1.55M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-462- 0.42% |
$26.5K - $28.9K
|
110K
$6.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-464- 2.26% |
$26.6K - $29.1K
|
20K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-468- 5.51% |
$26.8K - $29.3K
|
8.02K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-472- 9.06% |
$27.1K - $29.6K
|
4.74K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-475- 0.55% |
$27.2K - $29.8K
|
85.6K
$4.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-476- 0.69% |
$27.3K - $29.8K
|
68.7K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-476- 0.78% |
$27.3K - $29.8K
|
60.5K
$3.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-478- 3.93% |
$27.4K - $29.9K
|
11.7K
$650K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-480- 12.0% |
$27.5K - $30.1K
|
3.52K
$196K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-485- 0.39% |
$27.8K - $30.4K
|
125K
$6.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-487- 9.43% |
$27.9K - $30.5K
|
4.68K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-497- 6.69% |
$28.5K - $31.1K
|
6.93K
$386K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 6.67% |
$28.7K - $31.3K
|
7K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-500- 1.52% |
$28.7K - $31.3K
|
32.5K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 1.63% |
$28.7K - $31.3K
|
30.2K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 2.25% |
$28.7K - $31.3K
|
21.8K
$1.21M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-500- 12.18% |
$28.7K - $31.3K
|
3.61K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-501- 3.73% |
$28.7K - $31.4K
|
12.9K
$720K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-511- 0.12% |
$29.3K - $32K
|
426K
$23.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-515- 2.2% |
$29.5K - $32.3K
|
22.9K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-516- 12.71% |
$29.6K - $32.3K
|
3.54K
$197K
|