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 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.1K+ 11.33% |
$1.38M - $1.51M
|
237K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24.1K+ 1.6% |
$1.38M - $1.51M
|
1.53M
$96.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24K+ 50.12% |
$1.38M - $1.5M
|
71.9K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.9K+ 51.67% |
$1.37M - $1.5M
|
70.1K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23.7K+ 10.65% |
$1.36M - $1.48M
|
246K
$15.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
23.6K+ 6.98% |
$1.35M - $1.48M
|
361K
$22.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
23.5K+ 14.11% |
$1.35M - $1.47M
|
190K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22.9K+ 337.38% |
$1.32M - $1.44M
|
29.7K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
22.5K+ 0.47% |
$1.29M - $1.41M
|
4.77M
$300M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
22.2K+ 150.41% |
$1.27M - $1.39M
|
37K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
21.9K+ 1.77% |
$1.25M - $1.37M
|
1.26M
$79.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
21.4K+ 146.46% |
$1.23M - $1.34M
|
36.1K
$2.27M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
21.4K+ 2.17% |
$1.23M - $1.34M
|
1.01M
$63.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
21.4K+ 137.43% |
$1.22M - $1.34M
|
36.9K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
21.2K+ 2.68% |
$1.21M - $1.33M
|
810K
$51M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
21K+ 3.21% |
$1.21M - $1.32M
|
676K
$42.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
21K+ 449.21% |
$1.2M - $1.31M
|
25.6K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21K+ 30.0% |
$1.2M - $1.31M
|
90.9K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
20.9K+ 0.79% |
$1.2M - $1.31M
|
2.66M
$168M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
20.6K+ 8.03% |
$1.18M - $1.29M
|
278K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20.5K+ 7.31% |
$1.17M - $1.28M
|
300K
$18.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20.1K+ 0.99% |
$1.15M - $1.26M
|
2.04M
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19.8K+ 21.83% |
$1.14M - $1.24M
|
111K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
19.7K+ 2.3% |
$1.13M - $1.23M
|
875K
$55.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.6K+ 2.09% |
$1.12M - $1.23M
|
958K
$60.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
18.9KNew |
$1.08M - $1.18M
|
18.9K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
18.8K+ 11.74% |
$1.08M - $1.18M
|
179K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
18.3K+ 4.15% |
$1.05M - $1.15M
|
460K
$29M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.2KNew |
$1.04M - $1.14M
|
18.2K
$1.14M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17.8KNew |
$1.02M - $1.11M
|
17.8K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.6K+ 3.31% |
$1.01M - $1.1M
|
550K
$34.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 2.62% |
$1.01M - $1.1M
|
689K
$43.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.5K+ 4.06% |
$1.01M - $1.1M
|
450K
$28.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 7.68% |
$1M - $1.09M
|
244K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17.4K+ 52.02% |
$996K - $1.09M
|
50.8K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17K+ 119.61% |
$972K - $1.06M
|
31.1K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
16.7K+ 11.62% |
$960K - $1.05M
|
161K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.7K+ 735.91% |
$960K - $1.05M
|
19K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
16.6K+ 8.85% |
$953K - $1.04M
|
204K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
16.5K+ 3.12% |
$948K - $1.04M
|
547K
$34.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 14.22% |
$943K - $1.03M
|
132K
$8.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16.4K+ 5.81% |
$939K - $1.03M
|
298K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16.3K+ 11.51% |
$937K - $1.02M
|
158K
$9.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
16.3K+ 2.79% |
$935K - $1.02M
|
601K
$37.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
16.2KNew |
$931K - $1.02M
|
16.2K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
16.2K+ 53.67% |
$926K - $1.01M
|
46.3K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.8K+ 1.59% |
$904K - $988K
|
1.01M
$63.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.6K+ 3.35% |
$894K - $977K
|
482K
$30.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.5K+ 0.62% |
$891K - $974K
|
2.52M
$159M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.3K+ 25.85% |
$878K - $960K
|
74.6K
$4.7M
|