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 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-11.7K- 74.81% |
$672K - $735K
|
3.95K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-11.7K- 11.08% |
$673K - $736K
|
94.3K
$6.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11.8K- 2.15% |
$677K - $740K
|
538K
$35.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.8K- 3.53% |
$677K - $740K
|
323K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.9K- 14.9% |
$684K - $748K
|
68.2K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-11.9K- 5.42% |
$685K - $749K
|
208K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12K- 5.44% |
$689K - $753K
|
209K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13K- 7.37% |
$744K - $813K
|
163K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-13K- 24.66% |
$747K - $817K
|
39.8K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13.1K- 0.3% |
$748K - $818K
|
4.29M
$282M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-13.3K- 9.35% |
$763K - $834K
|
129K
$8.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13.4K- 59.89% |
$767K - $838K
|
8.96K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14.6K- 1.08% |
$835K - $912K
|
1.33M
$87.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14.8K- 11.89% |
$849K - $928K
|
110K
$7.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-15.1K- 8.43% |
$864K - $944K
|
164K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.8K- 3.23% |
$906K - $990K
|
474K
$31.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.8K- 54.14% |
$908K - $992K
|
13.4K
$883K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16K- 9.19% |
$915K - $1M
|
158K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-16.1K- 79.55% |
$925K - $1.01M
|
4.15K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-16.4K- 12.77% |
$942K - $1.03M
|
112K
$7.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.8K- 59.73% |
$963K - $1.05M
|
11.3K
$745K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.6K- 2.08% |
$1.01M - $1.1M
|
831K
$54.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.1K- 16.9% |
$1.04M - $1.13M
|
88.9K
$5.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.2K- 2.56% |
$1.04M - $1.14M
|
692K
$45.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-18.3K- 9.73% |
$1.05M - $1.15M
|
170K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-18.8K- 15.24% |
$1.08M - $1.18M
|
105K
$6.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19.5K- 3.87% |
$1.12M - $1.22M
|
485K
$31.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-19.7K- 74.04% |
$1.13M - $1.24M
|
6.92K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-19.8K- 55.13% |
$1.13M - $1.24M
|
16.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.9K- 4.6% |
$1.14M - $1.25M
|
414K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-20.2K- 70.63% |
$1.16M - $1.27M
|
8.4K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.2K- 5.4% |
$1.22M - $1.33M
|
372K
$24.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-23.1K- 6.22% |
$1.32M - $1.45M
|
348K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.3K- 75.0% |
$1.39M - $1.52M
|
8.1K
$533K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-24.4K- 2.62% |
$1.4M - $1.53M
|
907K
$59.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.5K- 44.27% |
$1.4M - $1.53M
|
30.8K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25K- 5.64% |
$1.44M - $1.57M
|
419K
$27.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25.2K- 3.43% |
$1.44M - $1.58M
|
709K
$46.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.3K- 10.31% |
$1.45M - $1.59M
|
220K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25.6K- 23.97% |
$1.47M - $1.61M
|
81.3K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25.7K- 10.13% |
$1.47M - $1.61M
|
228K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-25.7K- 99.09% |
$1.48M - $1.61M
|
237
$15.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-26.6K- 49.33% |
$1.53M - $1.67M
|
27.4K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-27.6K- 21.94% |
$1.58M - $1.73M
|
98.2K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-27.6K- 10.33% |
$1.58M - $1.73M
|
240K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-27.8K- 11.94% |
$1.59M - $1.74M
|
205K
$13.5M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-28.3K- 31.22% |
$1.62M - $1.77M
|
62.3K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-28.3K- 63.7% |
$1.62M - $1.77M
|
16.1K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-28.7K- 2.31% |
$1.64M - $1.8M
|
1.21M
$79.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-29.2K- 52.4% |
$1.68M - $1.83M
|
26.6K
$1.75M
|