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 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.83K- 1.99% |
$162K - $177K
|
139K
$8.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.86K- 4.03% |
$164K - $179K
|
68K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 2.24% |
$165K - $181K
|
126K
$7.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.9K- 29.13% |
$166K - $181K
|
7.05K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.9K- 1.36% |
$166K - $182K
|
210K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.91K- 12.03% |
$167K - $182K
|
21.2K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.91K- 12.82% |
$167K - $182K
|
19.8K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.91K- 3.98% |
$167K - $183K
|
70.3K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 30.47% |
$168K - $184K
|
6.7K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.96K- 19.66% |
$169K - $185K
|
12.1K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.97K- 4.32% |
$170K - $186K
|
65.8K
$4.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 4.75% |
$171K - $187K
|
59.8K
$3.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.01K- 25.33% |
$173K - $189K
|
8.87K
$559K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-3.03K- 13.26% |
$173K - $190K
|
19.8K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.07K- 2.55% |
$176K - $193K
|
118K
$7.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-3.21K- 15.29% |
$184K - $201K
|
17.8K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.31K- 0.44% |
$190K - $208K
|
745K
$46.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.38K- 21.44% |
$193K - $211K
|
12.4K
$779K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-3.45K- 0.44% |
$197K - $216K
|
771K
$48.6M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.46K- 60.83% |
$198K - $216K
|
2.23K
$140K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.48K- 1.95% |
$200K - $218K
|
175K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.52K- 6.11% |
$202K - $221K
|
54.1K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.55K- 6.63% |
$203K - $222K
|
50K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.56K- 9.87% |
$204K - $223K
|
32.5K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.57K- 4.57% |
$205K - $224K
|
74.5K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.58K- 1.04% |
$205K - $224K
|
342K
$21.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.71K- 2.03% |
$213K - $232K
|
179K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.72K- 15.8% |
$213K - $233K
|
19.8K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-3.73K- 2.39% |
$214K - $234K
|
152K
$9.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.89K- 23.45% |
$223K - $243K
|
12.7K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.89K- 4.76% |
$223K - $243K
|
77.8K
$4.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.98K- 29.29% |
$228K - $249K
|
9.6K
$604K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.02K- 4.66% |
$230K - $252K
|
82.2K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.08K- 94.66% |
$234K - $255K
|
230
$14.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-4.08K- 2.11% |
$234K - $256K
|
190K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.09K- 4.43% |
$235K - $256K
|
88.4K
$5.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-4.11K- 19.33% |
$235K - $257K
|
17.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-4.11K- 55.7% |
$236K - $257K
|
3.27K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.26K- 9.38% |
$244K - $267K
|
41.1K
$2.59M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.33K- 1.45% |
$248K - $271K
|
294K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.38K- 4.85% |
$251K - $274K
|
86K
$5.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.45K- 6.92% |
$255K - $279K
|
59.8K
$3.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.46K- 1.39% |
$256K - $279K
|
315K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.48K- 19.73% |
$257K - $281K
|
18.2K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.53K- 25.17% |
$259K - $284K
|
13.5K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.56K- 7.95% |
$261K - $285K
|
52.7K
$3.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.63K- 55.36% |
$265K - $290K
|
3.73K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.63K- 22.31% |
$265K - $290K
|
16.1K
$1.01M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.64K- 2.64% |
$266K - $291K
|
171K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-4.66K- 38.46% |
$267K - $292K
|
7.45K
$469K
|