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 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.32K- 25.02% |
$75.7K - $82.7K
|
3.96K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.34K- 8.11% |
$76.6K - $83.7K
|
15.1K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 2.05% |
$76.6K - $83.7K
|
63.8K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.36K- 3.14% |
$78.1K - $85.3K
|
42.1K
$2.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.37K- 24.22% |
$78.3K - $85.6K
|
4.28K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.37K- 13.26% |
$78.5K - $85.8K
|
8.96K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.37K- 77.34% |
$78.5K - $85.8K
|
401
$26.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 16.81% |
$80.1K - $87.5K
|
6.92K
$455K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.41K- 9.0% |
$80.8K - $88.3K
|
14.2K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.43K- 43.04% |
$81.9K - $89.5K
|
1.89K
$124K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.43K- 0.35% |
$82K - $89.6K
|
406K
$26.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.44K- 5.33% |
$82.8K - $90.5K
|
25.6K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.45K- 1.71% |
$83.2K - $90.9K
|
83.3K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 10.43% |
$83.3K - $91K
|
12.5K
$821K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1.46K- 12.78% |
$83.5K - $91.2K
|
9.94K
$654K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.49K- 3.71% |
$85.4K - $93.3K
|
38.7K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.49K- 8.09% |
$85.4K - $93.3K
|
16.9K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.49K- 1.71% |
$85.5K - $93.4K
|
85.6K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.5K- 6.83% |
$86.2K - $94.2K
|
20.5K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.52K- 9.57% |
$87K - $95.1K
|
14.3K
$943K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.56K- 26.64% |
$89.3K - $97.6K
|
4.29K
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.57K- 0.24% |
$89.8K - $98.2K
|
661K
$43.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.58K- 5.77% |
$90.3K - $98.7K
|
25.7K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.59K- 4.17% |
$91.3K - $99.7K
|
36.5K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 21.15% |
$91.3K - $99.7K
|
5.93K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 14.4% |
$91.8K - $100K
|
9.52K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.61K- 2.29% |
$92.3K - $101K
|
68.6K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.62K- 3.64% |
$93K - $102K
|
43K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.63K- 0.7% |
$93.1K - $102K
|
231K
$15.2M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.63K- 5.07% |
$93.5K - $102K
|
30.5K
$2.01M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.63K- 0.16% |
$93.5K - $102K
|
1.03M
$68M
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.67K- 3.92% |
$95.6K - $104K
|
40.8K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 8.02% |
$95.6K - $105K
|
19.1K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.67K- 3.6% |
$96K - $105K
|
44.8K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.7K- 10.2% |
$97.3K - $106K
|
14.9K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.7K- 1.12% |
$97.4K - $106K
|
149K
$9.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.72K- 0.14% |
$98.3K - $107K
|
1.26M
$82.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.73K- 11.41% |
$99K - $108K
|
13.4K
$882K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 7.11% |
$99.2K - $108K
|
22.6K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.75K- 5.64% |
$100K - $110K
|
29.2K
$1.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.75K- 0.6% |
$100K - $110K
|
288K
$19M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.77K- 4.73% |
$101K - $111K
|
35.6K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.77K- 0.44% |
$101K - $111K
|
395K
$26M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.8K- 3.27% |
$103K - $113K
|
53.2K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.8K- 6.15% |
$103K - $113K
|
27.5K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.81K- 9.29% |
$104K - $113K
|
17.7K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.81K- 33.44% |
$104K - $113K
|
3.6K
$237K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.82K- 5.09% |
$104K - $114K
|
33.9K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.83K- 3.98% |
$105K - $115K
|
44.2K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.84K- 4.0% |
$105K - $115K
|
44.1K
$2.9M
|