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
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.75K- 4.24% |
$272K - $298K
|
107K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-4.8K- 5.84% |
$275K - $301K
|
77.4K
$4.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.81K- 50.25% |
$276K - $301K
|
4.76K
$300K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.85K- 7.59% |
$278K - $304K
|
59K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.85K- 3.9% |
$278K - $304K
|
120K
$7.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.85K- 4.26% |
$278K - $304K
|
109K
$6.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.86K- 0.91% |
$279K - $304K
|
530K
$33.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.93K- 46.46% |
$283K - $309K
|
5.68K
$358K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.95K- 6.52% |
$284K - $310K
|
70.9K
$4.47M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-5.12K- 1.49% |
$294K - $321K
|
339K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.17K- 0.4% |
$297K - $324K
|
1.29M
$81.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.18K- 6.91% |
$297K - $325K
|
69.8K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-5.19K- 3.34% |
$298K - $325K
|
150K
$9.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-5.2K- 8.67% |
$298K - $326K
|
54.7K
$3.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.2K- 47.23% |
$298K - $326K
|
5.81K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.32K- 2.48% |
$305K - $333K
|
210K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.37K- 25.53% |
$308K - $336K
|
15.7K
$987K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.45K- 0.72% |
$313K - $342K
|
755K
$47.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.49K- 26.56% |
$315K - $344K
|
15.2K
$956K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.56K- 17.24% |
$319K - $348K
|
26.7K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-5.56K- 3.54% |
$319K - $348K
|
152K
$9.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5.59K- 8.28% |
$320K - $350K
|
61.9K
$3.9M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-5.64K- 70.75% |
$323K - $353K
|
2.33K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-5.72K- 20.54% |
$328K - $358K
|
22.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.8K- 8.61% |
$333K - $363K
|
61.6K
$3.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.85K- 8.17% |
$335K - $366K
|
65.7K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.95K- 29.14% |
$341K - $373K
|
14.5K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.96K- 1.07% |
$341K - $373K
|
549K
$34.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.04K- 58.53% |
$346K - $378K
|
4.28K
$269K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.06K- 23.28% |
$347K - $380K
|
20K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.13K- 3.1% |
$351K - $384K
|
192K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-6.22K- 5.24% |
$356K - $389K
|
112K
$7.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.3K- 3.37% |
$361K - $395K
|
181K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.3K- 29.87% |
$361K - $395K
|
14.8K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.42K- 17.38% |
$368K - $402K
|
30.5K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.49K- 76.43% |
$372K - $406K
|
2K
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.5K- 5.77% |
$373K - $407K
|
106K
$6.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-6.53K- 0.73% |
$374K - $409K
|
885K
$55.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.6K- 1.39% |
$378K - $413K
|
468K
$29.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-6.73K- 14.48% |
$386K - $422K
|
39.8K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.78K- 4.18% |
$389K - $425K
|
156K
$9.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-6.87K- 2.64% |
$394K - $431K
|
253K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.96K- 1.92% |
$399K - $436K
|
355K
$22.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7K- 5.39% |
$401K - $439K
|
123K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.17K- 6.39% |
$411K - $449K
|
105K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.21K- 4.95% |
$413K - $452K
|
138K
$8.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.33K- 6.01% |
$420K - $459K
|
115K
$7.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.35K- 19.09% |
$421K - $461K
|
31.2K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.37K- 3.18% |
$422K - $462K
|
224K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-7.37K- 99.93% |
$422K - $462K
|
5
$315
|