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 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
15.2K+ 5.82% |
$872K - $953K
|
277K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
15.2KNew |
$870K - $951K
|
15.2K
$956K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15.2K+ 12.2% |
$869K - $950K
|
139K
$8.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 7.68% |
$857K - $936K
|
210K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 7.68% |
$844K - $922K
|
206K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
14.6K+ 142.52% |
$839K - $917K
|
24.9K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.6KNew |
$837K - $915K
|
14.6K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 2.22% |
$837K - $915K
|
674K
$42.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14.4K+ 3.57% |
$828K - $905K
|
419K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.2KNew |
$814K - $890K
|
14.2K
$895K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
14K+ 10.26% |
$805K - $880K
|
151K
$9.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14K+ 2.08% |
$804K - $879K
|
687K
$43.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14K+ 6.24% |
$801K - $876K
|
238K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.9K+ 180.55% |
$798K - $873K
|
21.6K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.9KNew |
$796K - $870K
|
13.9K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13.8K+ 4.52% |
$792K - $865K
|
320K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.4KNew |
$768K - $840K
|
13.4K
$844K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.3K+ 1.46% |
$764K - $835K
|
924K
$58.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
13.2K+ 56.56% |
$754K - $824K
|
36.4K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
12.9K+ 24.22% |
$739K - $808K
|
66.1K
$4.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
12.9K+ 0.64% |
$738K - $807K
|
2.04M
$128M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
12.8K+ 11.2% |
$735K - $804K
|
127K
$8.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.7K+ 4.47% |
$729K - $796K
|
297K
$18.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
12.7K+ 0.89% |
$728K - $796K
|
1.45M
$91.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.7KNew |
$727K - $794K
|
12.7K
$799K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.6K+ 180.17% |
$723K - $790K
|
19.6K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5K+ 0.18% |
$718K - $785K
|
7.07M
$445M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
12.4K+ 7.72% |
$713K - $780K
|
174K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 5.61% |
$713K - $779K
|
234K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.4K+ 3.94% |
$710K - $776K
|
327K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3K+ 39.27% |
$704K - $770K
|
43.6K
$2.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.2K+ 9.34% |
$700K - $766K
|
143K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$700K - $765K
|
12.2K
$769K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
12.2K+ 10.37% |
$698K - $763K
|
130K
$8.17M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
11.9K+ 1.2% |
$682K - $746K
|
1.01M
$63.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$681K - $744K
|
11.9K
$748K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 0.75% |
$680K - $743K
|
1.59M
$100M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7K+ 3.13% |
$672K - $735K
|
387K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.5K+ 1.08% |
$660K - $722K
|
1.08M
$68M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
11.4KNew |
$653K - $714K
|
11.4K
$718K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 8.94% |
$653K - $713K
|
139K
$8.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.1K+ 507.65% |
$635K - $694K
|
13.3K
$835K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11K+ 24.83% |
$631K - $689K
|
55.3K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10.9K+ 16.11% |
$627K - $685K
|
78.8K
$4.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.8K+ 5.42% |
$619K - $677K
|
210K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.7K+ 39.73% |
$615K - $672K
|
37.7K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 5.72% |
$604K - $660K
|
195K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
10.5K+ 0.83% |
$602K - $658K
|
1.28M
$80.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 4.71% |
$601K - $657K
|
233K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 8.98% |
$601K - $657K
|
127K
$8.01M
|