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 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-34.1K- 86.99% |
$1.95M - $2.13M
|
5.1K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-35.1K- 26.59% |
$2.01M - $2.2M
|
96.8K
$6.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-35.3K- 2.49% |
$2.02M - $2.21M
|
1.38M
$87M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35.4K- 7.46% |
$2.03M - $2.22M
|
439K
$27.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-35.9K- 15.69% |
$2.06M - $2.25M
|
193K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-36.5K- 93.08% |
$2.09M - $2.29M
|
2.72K
$171K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-37.4K- 4.06% |
$2.15M - $2.34M
|
883K
$55.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-40.2K- 84.42% |
$2.3M - $2.52M
|
7.42K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-41.7K- 2.61% |
$2.39M - $2.61M
|
1.55M
$97.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-42.9K- 3.98% |
$2.46M - $2.68M
|
1.03M
$65.2M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-43.8K- 3.0% |
$2.51M - $2.74M
|
1.42M
$89.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.9K- 7.81% |
$2.52M - $2.75M
|
518K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-45.1K- 50.47% |
$2.58M - $2.82M
|
44.2K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46K- 8.82% |
$2.64M - $2.88M
|
476K
$30M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-47.4K- 52.24% |
$2.72M - $2.97M
|
43.4K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-53.1K- 87.02% |
$3.04M - $3.33M
|
7.92K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-53.2K- 8.61% |
$3.05M - $3.34M
|
565K
$35.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-53.6K- 1.05% |
$3.07M - $3.36M
|
5.04M
$317M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-54.5K- 1.89% |
$3.12M - $3.41M
|
2.83M
$178M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55.3K- 8.11% |
$3.17M - $3.46M
|
626K
$39.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-55.5K- 3.51% |
$3.18M - $3.48M
|
1.53M
$96.3M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-55.6K- 2.73% |
$3.19M - $3.48M
|
1.98M
$125M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-61.9K- 86.17% |
$3.55M - $3.88M
|
9.93K
$626K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-63.4K- 5.76% |
$3.63M - $3.97M
|
1.04M
$65.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65K- 6.6% |
$3.73M - $4.07M
|
921K
$58M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-65.7K- 15.03% |
$3.77M - $4.12M
|
371K
$23.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-65.9K- 9.11% |
$3.78M - $4.13M
|
657K
$41.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66.1K- 24.29% |
$3.79M - $4.14M
|
206K
$13M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-67.9K- 10.93% |
$3.89M - $4.25M
|
554K
$34.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-71.6K- 91.39% |
$4.11M - $4.49M
|
6.75K
$425K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-72.1K- 23.31% |
$4.13M - $4.52M
|
237K
$14.9M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-86.8K- 9.96% |
$4.97M - $5.44M
|
785K
$49.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-92.3K- 41.18% |
$5.29M - $5.78M
|
132K
$8.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-92.7K- 27.33% |
$5.31M - $5.81M
|
246K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-94.5K- 78.83% |
$5.41M - $5.92M
|
25.4K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-97.8K- 1.92% |
$5.6M - $6.12M
|
5M
$315M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-98K- 95.39% |
$5.62M - $6.14M
|
4.74K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-99.4K- 8.97% |
$5.7M - $6.23M
|
1.01M
$63.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-99.5K- 25.77% |
$5.7M - $6.23M
|
286K
$18M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-99.7K- 84.35% |
$5.71M - $6.24M
|
18.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-100K- 39.78% |
$5.73M - $6.27M
|
151K
$9.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-106K- 100.0% |
$6.09M - $6.65M
|
1
$63
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-110K- 91.52% |
$6.29M - $6.87M
|
10.2K
$640K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-111K- 1.44% |
$6.36M - $6.96M
|
7.59M
$478M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-111K- 1.44% |
$6.36M - $6.96M
|
7.59M
$478M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-122K- 42.11% |
$6.98M - $7.63M
|
168K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-122K- 7.74% |
$7.01M - $7.66M
|
1.46M
$91.8M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-133K- 46.7% |
$7.61M - $8.32M
|
152K
$9.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136K- 19.72% |
$7.79M - $8.51M
|
553K
$34.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-145K- 18.62% |
$8.33M - $9.11M
|
635K
$40M
|