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 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-350- 11.97% |
$20.1K - $21.9K
|
2.58K
$169K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-351- 0.41% |
$20.1K - $22K
|
85.9K
$5.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-366- 1.13% |
$21K - $22.9K
|
32.1K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 0.62% |
$21K - $22.9K
|
58.3K
$3.83M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-375- 1.03% |
$21.5K - $23.5K
|
35.9K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-375- 0.8% |
$21.5K - $23.5K
|
46.4K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-377- 5.05% |
$21.6K - $23.6K
|
7.09K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-380- 6.28% |
$21.8K - $23.8K
|
5.68K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-380- 2.78% |
$21.8K - $23.8K
|
13.3K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-383- 3.62% |
$22K - $24K
|
10.2K
$670K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-385- 1.87% |
$22.1K - $24.1K
|
20.2K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-385- 1.34% |
$22.1K - $24.1K
|
28.4K
$1.87M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-386- 1.73% |
$22.1K - $24.2K
|
21.9K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-390- 3.37% |
$22.4K - $24.4K
|
11.2K
$735K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-391- 10.05% |
$22.4K - $24.5K
|
3.5K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-391- 0.37% |
$22.4K - $24.5K
|
104K
$6.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-397- 0.49% |
$22.8K - $24.9K
|
81.1K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-397- 0.61% |
$22.8K - $24.9K
|
64.2K
$4.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-398- 9.29% |
$22.8K - $24.9K
|
3.89K
$256K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-402- 2.97% |
$23K - $25.2K
|
13.1K
$864K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-404- 5.08% |
$23.2K - $25.3K
|
7.55K
$497K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-405- 1.89% |
$23.2K - $25.4K
|
21K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 4.55% |
$23.5K - $25.7K
|
8.6K
$566K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-411- 2.36% |
$23.6K - $25.7K
|
17K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 0.8% |
$23.8K - $26K
|
51.3K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-424- 0.99% |
$24.3K - $26.6K
|
42.4K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-425- 5.53% |
$24.4K - $26.6K
|
7.26K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-426- 0.59% |
$24.4K - $26.7K
|
71.6K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 3.35% |
$24.5K - $26.8K
|
12.4K
$813K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.94% |
$24.6K - $26.9K
|
14.2K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-430- 0.14% |
$24.6K - $26.9K
|
298K
$19.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-431- 1.35% |
$24.7K - $27K
|
31.5K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-435- 0.3% |
$24.9K - $27.3K
|
144K
$9.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-440- 0.1% |
$25.2K - $27.6K
|
434K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-440- 11.58% |
$25.2K - $27.6K
|
3.36K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-443- 0.35% |
$25.4K - $27.8K
|
125K
$8.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-446- 2.92% |
$25.6K - $27.9K
|
14.9K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-450- 4.79% |
$25.8K - $28.2K
|
8.95K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-451- 3.29% |
$25.9K - $28.3K
|
13.3K
$872K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-453- 2.5% |
$26K - $28.4K
|
17.7K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-454- 1.6% |
$26K - $28.4K
|
27.9K
$1.83M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-462- 0.42% |
$26.5K - $28.9K
|
110K
$7.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-464- 2.26% |
$26.6K - $29.1K
|
20K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-468- 5.51% |
$26.8K - $29.3K
|
8.02K
$528K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-472- 9.06% |
$27.1K - $29.6K
|
4.74K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-475- 0.55% |
$27.2K - $29.8K
|
85.6K
$5.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-476- 0.69% |
$27.3K - $29.8K
|
68.7K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-476- 0.78% |
$27.3K - $29.8K
|
60.5K
$3.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-478- 3.93% |
$27.4K - $29.9K
|
11.7K
$768K
|