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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.7K+ 2.9% |
$4.4M - $4.81M
|
2.72M
$172M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
76KNew |
$4.36M - $4.76M
|
76K
$4.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
75.3K+ 13.38% |
$4.32M - $4.72M
|
638K
$40.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
73.8K+ 557.29% |
$4.23M - $4.62M
|
87K
$5.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
73.5K+ 71.16% |
$4.21M - $4.6M
|
177K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
72.6K+ 78.17% |
$4.16M - $4.55M
|
165K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
68.9K+ 298.9% |
$3.95M - $4.32M
|
92K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
68.5K+ 65.88% |
$3.93M - $4.29M
|
172K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
68.4K+ 103.76% |
$3.92M - $4.29M
|
134K
$8.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
68.2KNew |
$3.91M - $4.27M
|
68.2K
$4.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
68.2K+ 7.15% |
$3.91M - $4.27M
|
1.02M
$64.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
68.1KNew |
$3.9M - $4.27M
|
68.1K
$4.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
66.7K+ 37.12% |
$3.83M - $4.18M
|
247K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
65.7KNew |
$3.77M - $4.12M
|
65.7K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
65.2K+ 46.96% |
$3.74M - $4.08M
|
204K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
64.8KNew |
$3.72M - $4.06M
|
64.8K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
64.2KNew |
$3.68M - $4.02M
|
64.2K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64.2K+ 5.26% |
$3.68M - $4.02M
|
1.28M
$80.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
61.4KNew |
$3.52M - $3.85M
|
61.4K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.6K+ 1.87% |
$3.47M - $3.8M
|
3.3M
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.2K+ 3.94% |
$3.34M - $3.65M
|
1.53M
$96.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58.1K+ 1.85% |
$3.33M - $3.64M
|
3.2M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.6K+ 180.31% |
$3.25M - $3.55M
|
88K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
54.3KNew |
$3.11M - $3.4M
|
54.3K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
52.9KNew |
$3.03M - $3.32M
|
52.9K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
52.5KNew |
$3.01M - $3.29M
|
52.5K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
52.5K+ 2.2% |
$3.01M - $3.29M
|
2.44M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
52.2K+ 19.08% |
$2.99M - $3.27M
|
326K
$20.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
51.6K+ 3.95% |
$2.96M - $3.23M
|
1.36M
$85.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
51.4KNew |
$2.95M - $3.22M
|
51.4K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.2K+ 2.91% |
$2.93M - $3.21M
|
1.81M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.6K+ 0.52% |
$2.85M - $3.11M
|
9.52M
$600M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
49K+ 207.16% |
$2.81M - $3.07M
|
72.7K
$4.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
48.5K+ 103.99% |
$2.78M - $3.04M
|
95.1K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
48.2K+ 175.97% |
$2.77M - $3.02M
|
75.7K
$4.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
48K+ 0.75% |
$2.75M - $3.01M
|
6.44M
$406M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
46.4K+ 704.02% |
$2.66M - $2.9M
|
52.9K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
46.3KNew |
$2.65M - $2.9M
|
46.3K
$2.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
46.1K+ 4.58% |
$2.64M - $2.89M
|
1.05M
$66.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46K+ 2.59% |
$2.63M - $2.88M
|
1.82M
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
45.3K+ 6.38% |
$2.6M - $2.84M
|
755K
$47.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
43.9K+ 3.86% |
$2.52M - $2.75M
|
1.18M
$74.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.8K+ 4.13% |
$2.51M - $2.74M
|
1.1M
$69.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
43.4KNew |
$2.49M - $2.72M
|
43.4K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
43.1K+ 8.45% |
$2.47M - $2.7M
|
553K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
43K+ 2.39% |
$2.46M - $2.69M
|
1.84M
$116M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
42.7K+ 576.14% |
$2.45M - $2.68M
|
50.1K
$3.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
42.3K+ 137.73% |
$2.43M - $2.65M
|
73.1K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
41.8K+ 7.43% |
$2.4M - $2.62M
|
604K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41.4K+ 147.59% |
$2.37M - $2.59M
|
69.4K
$4.37M
|