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
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.17K+ 4.82% |
$354K - $387K
|
134K
$8.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6.16K+ 2.87% |
$353K - $386K
|
221K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.15K+ 5.47% |
$352K - $385K
|
119K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.14KNew |
$352K - $384K
|
6.14K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.12KNew |
$351K - $384K
|
6.12K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.11K+ 5.21% |
$350K - $383K
|
123K
$7.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.08K+ 1.95% |
$348K - $381K
|
318K
$20M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
6.05K+ 1.13% |
$347K - $379K
|
543K
$34.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.02K+ 2.31% |
$345K - $377K
|
267K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.02K+ 5.85% |
$345K - $377K
|
109K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
5.97KNew |
$342K - $374K
|
5.97K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
5.95K+ 2.34% |
$341K - $373K
|
260K
$16.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5.94K+ 2.61% |
$341K - $372K
|
234K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.9K+ 2.89% |
$338K - $370K
|
210K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
5.9K+ 7.23% |
$338K - $370K
|
87.5K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.86K+ 0.89% |
$336K - $367K
|
667K
$42M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
5.85K+ 4.65% |
$335K - $367K
|
132K
$8.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.83K+ 10.88% |
$334K - $365K
|
59.4K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
5.82KNew |
$334K - $365K
|
5.82K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.79K+ 144.83% |
$332K - $362K
|
9.78K
$616K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.77K+ 4.67% |
$331K - $361K
|
129K
$8.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.76KNew |
$330K - $361K
|
5.76K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.73K+ 272.03% |
$328K - $359K
|
7.84K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
5.68K+ 6.2% |
$325K - $356K
|
97.3K
$6.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.67K+ 7.41% |
$325K - $355K
|
82.2K
$5.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.63K+ 2.54% |
$323K - $353K
|
228K
$14.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
5.62KNew |
$322K - $352K
|
5.62K
$354K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.62K+ 0.58% |
$322K - $352K
|
979K
$61.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.58K+ 6.01% |
$320K - $350K
|
98.4K
$6.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.57K+ 1.22% |
$319K - $349K
|
462K
$29.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.54K+ 10.66% |
$317K - $347K
|
57.5K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.52K+ 11.68% |
$316K - $346K
|
52.8K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.5K+ 23.34% |
$315K - $345K
|
29.1K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.5K+ 1.12% |
$315K - $345K
|
495K
$31.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
5.44K+ 6.49% |
$312K - $341K
|
89.3K
$5.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.42K+ 36.66% |
$311K - $340K
|
20.2K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.41K+ 2.23% |
$310K - $339K
|
248K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.4K+ 6.75% |
$310K - $338K
|
85.4K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.4KNew |
$310K - $338K
|
5.4K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
5.37K+ 0.66% |
$308K - $336K
|
815K
$51.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.35K+ 8.28% |
$307K - $335K
|
70K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.31K+ 2.08% |
$305K - $333K
|
261K
$16.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$302K - $330K
|
5.28K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
5.21K+ 1.13% |
$299K - $326K
|
468K
$29.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 32.1% |
$298K - $325K
|
21.4K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.14K+ 9.19% |
$295K - $322K
|
61.1K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.1K+ 15.25% |
$292K - $320K
|
38.5K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.07K+ 1.95% |
$291K - $318K
|
265K
$16.7M
|