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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.4K+ 1.07% |
$599K - $654K
|
982K
$61.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$597K - $652K
|
10.4K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 2.36% |
$597K - $652K
|
452K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.4K+ 3.42% |
$596K - $651K
|
314K
$19.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
10.2K+ 3.69% |
$587K - $641K
|
288K
$18.1M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
10KNew |
$574K - $628K
|
10K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
10KNew |
$573K - $627K
|
10K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.99K+ 4.63% |
$572K - $626K
|
226K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.95K+ 6.26% |
$570K - $623K
|
169K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.92K+ 19.72% |
$569K - $622K
|
60.3K
$3.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.9K+ 2.45% |
$568K - $620K
|
415K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.89K+ 147.54% |
$567K - $619K
|
16.6K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.85K+ 6.85% |
$565K - $617K
|
154K
$9.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.85K+ 50.6% |
$565K - $617K
|
29.3K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
9.79K+ 1.81% |
$561K - $613K
|
552K
$34.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.79K+ 264.39% |
$561K - $613K
|
13.5K
$849K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.75K+ 6.94% |
$559K - $611K
|
150K
$9.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
9.71K+ 3.68% |
$556K - $608K
|
273K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.63K+ 2.88% |
$552K - $603K
|
344K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.46K+ 1.52% |
$542K - $592K
|
630K
$39.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.45K+ 8.55% |
$542K - $592K
|
120K
$7.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.41K+ 145.52% |
$539K - $589K
|
15.9K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 7.76% |
$536K - $586K
|
130K
$8.18M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.23K+ 1.13% |
$529K - $578K
|
824K
$51.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.17KNew |
$526K - $575K
|
9.17K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.17K+ 1.27% |
$526K - $574K
|
730K
$46M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.14KNew |
$524K - $573K
|
9.14K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
9.1K+ 20.35% |
$521K - $570K
|
53.8K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9.05K+ 2.03% |
$519K - $567K
|
455K
$28.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.02K+ 2.29% |
$517K - $565K
|
403K
$25.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.01K+ 8.78% |
$517K - $565K
|
112K
$7.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
8.94K+ 208.76% |
$512K - $560K
|
13.2K
$832K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.93K+ 0.08% |
$512K - $559K
|
10.9M
$684M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.89K+ 17.02% |
$510K - $557K
|
61.1K
$3.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.77K+ 3.06% |
$503K - $549K
|
295K
$18.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.6K+ 1.19% |
$493K - $539K
|
734K
$46.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
8.57K+ 4.89% |
$491K - $537K
|
184K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.56K+ 174.1% |
$491K - $537K
|
13.5K
$849K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.55K+ 29.5% |
$490K - $536K
|
37.5K
$2.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.5K+ 2.6% |
$487K - $532K
|
335K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.47K+ 6.59% |
$486K - $531K
|
137K
$8.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.44K+ 8.72% |
$484K - $529K
|
105K
$6.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.43K+ 4.82% |
$483K - $528K
|
184K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.38K+ 8.26% |
$481K - $525K
|
110K
$6.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.3K+ 5.56% |
$476K - $520K
|
158K
$9.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.16K+ 3.38% |
$467K - $511K
|
250K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.15K+ 67.58% |
$467K - $511K
|
20.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
8.15K+ 16.13% |
$467K - $511K
|
58.7K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8.14K+ 42.14% |
$467K - $510K
|
27.5K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.11K+ 3.32% |
$465K - $508K
|
252K
$15.9M
|