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
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-519- 1.51% |
$29.7K - $32.5K
|
33.8K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-521- 17.14% |
$29.9K - $32.6K
|
2.52K
$140K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-531- 4.25% |
$30.4K - $33.3K
|
12K
$665K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-535- 6.12% |
$30.7K - $33.5K
|
8.21K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-538- 1.02% |
$30.8K - $33.7K
|
52.2K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-544- 1.11% |
$31.2K - $34.1K
|
48.5K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-546- 9.09% |
$31.3K - $34.2K
|
5.46K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-550- 6.1% |
$31.5K - $34.5K
|
8.47K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 5.13% |
$31.5K - $34.5K
|
10.2K
$566K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-552- 0.36% |
$31.6K - $34.6K
|
154K
$8.55M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-557- 2.02% |
$31.9K - $34.9K
|
27.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-565- 11.45% |
$32.4K - $35.4K
|
4.37K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-566- 0.59% |
$32.4K - $35.5K
|
95.8K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-575- 10.45% |
$33K - $36K
|
4.93K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-575- 1.64% |
$33K - $36K
|
34.6K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-576- 0.46% |
$33K - $36.1K
|
126K
$7.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-576- 3.42% |
$33K - $36.1K
|
16.3K
$905K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-591- 1.9% |
$33.9K - $37K
|
30.5K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-597- 1.28% |
$34.2K - $37.4K
|
46.1K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-599- 1.25% |
$34.3K - $37.5K
|
47.4K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-600- 2.96% |
$34.4K - $37.6K
|
19.7K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-601- 2.18% |
$34.4K - $37.7K
|
27K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-604- 0.2% |
$34.6K - $37.8K
|
300K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-605- 0.63% |
$34.7K - $37.9K
|
95.1K
$5.29M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-606- 1.71% |
$34.7K - $38K
|
34.8K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-609- 4.86% |
$34.9K - $38.2K
|
11.9K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-610- 3.6% |
$35K - $38.2K
|
16.3K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-618- 0.85% |
$35.4K - $38.7K
|
72.1K
$4.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-623- 11.73% |
$35.7K - $39K
|
4.69K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-625- 7.52% |
$35.8K - $39.2K
|
7.69K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-625- 11.06% |
$35.8K - $39.2K
|
5.03K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-630- 5.8% |
$36.1K - $39.5K
|
10.2K
$570K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-631- 0.69% |
$36.2K - $39.5K
|
90.4K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-634- 4.1% |
$36.3K - $39.7K
|
14.8K
$825K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-635- 3.42% |
$36.4K - $39.8K
|
17.9K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-642- 0.26% |
$36.8K - $40.2K
|
242K
$13.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-644- 2.71% |
$36.9K - $40.3K
|
23.1K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-653- 6.26% |
$37.4K - $40.9K
|
9.78K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-660- 11.21% |
$37.8K - $41.3K
|
5.23K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-663- 4.56% |
$38K - $41.5K
|
13.9K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-663- 13.14% |
$38K - $41.5K
|
4.38K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-673- 1.49% |
$38.6K - $42.2K
|
44.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-679- 0.44% |
$38.9K - $42.5K
|
153K
$8.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-680- 16.81% |
$39K - $42.6K
|
3.37K
$187K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-683- 1.15% |
$39.1K - $42.8K
|
58.9K
$3.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-690- 0.63% |
$39.6K - $43.2K
|
109K
$6.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-700- 3.71% |
$40.1K - $43.9K
|
18.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-700- 5.7% |
$40.1K - $43.9K
|
11.6K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-711- 1.05% |
$40.8K - $44.5K
|
66.9K
$3.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-713- 3.16% |
$40.9K - $44.7K
|
21.8K
$1.21M
|