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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.04K+ 12.37% |
$174K - $191K
|
27.6K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.02K+ 9.66% |
$173K - $189K
|
34.3K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.01K+ 9.12% |
$172K - $188K
|
36K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.98K+ 42.28% |
$171K - $187K
|
10K
$626K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.98K+ 0.96% |
$171K - $187K
|
313K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.96K+ 7.23% |
$170K - $186K
|
43.9K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 16.14% |
$169K - $185K
|
21.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.95K+ 3.97% |
$169K - $185K
|
77.1K
$4.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 73.65% |
$168K - $183K
|
6.9K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.92K+ 6.02% |
$168K - $183K
|
51.5K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.89K+ 0.52% |
$166K - $181K
|
565K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 8.27% |
$165K - $181K
|
37.8K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.88K+ 9.24% |
$165K - $180K
|
34K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.87K+ 56.57% |
$165K - $180K
|
7.94K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.86K+ 3.13% |
$164K - $179K
|
94.2K
$5.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.85K+ 4.62% |
$163K - $179K
|
64.5K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.85K+ 2.43% |
$163K - $179K
|
120K
$7.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.83K+ 1.16% |
$162K - $177K
|
247K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.83K+ 48.28% |
$162K - $177K
|
8.68K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.83K+ 2.26% |
$162K - $177K
|
128K
$7.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.8K+ 3.36% |
$161K - $176K
|
86.3K
$5.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.8K+ 1.77% |
$160K - $175K
|
161K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.8K+ 5.58% |
$160K - $175K
|
52.9K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 6.95% |
$159K - $173K
|
42.6K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.76K+ 45.61% |
$158K - $173K
|
8.81K
$549K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.75K+ 8.51% |
$158K - $172K
|
35.1K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.75K+ 22.15% |
$158K - $172K
|
15.2K
$946K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75K+ 14.16% |
$158K - $172K
|
22.2K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.74K+ 7.98% |
$157K - $171K
|
37K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.71K+ 3.13% |
$156K - $170K
|
89.5K
$5.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.7K+ 80.96% |
$155K - $169K
|
6.04K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 14.5% |
$155K - $169K
|
21.3K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.69K+ 2.44% |
$154K - $168K
|
113K
$7.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.67K+ 29.66% |
$153K - $168K
|
11.7K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.67KNew |
$153K - $167K
|
2.67K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.66K+ 10.95% |
$152K - $167K
|
27K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.66K+ 25.33% |
$152K - $166K
|
13.1K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 152.19% |
$152K - $166K
|
4.38K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.64K+ 18.98% |
$151K - $165K
|
16.5K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.61K+ 2.63% |
$149K - $163K
|
102K
$6.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.6K+ 1.55% |
$149K - $163K
|
170K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.6K+ 4.02% |
$149K - $163K
|
67.3K
$4.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.58KNew |
$148K - $162K
|
2.58K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.58K+ 3.14% |
$148K - $161K
|
84.5K
$5.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.57K+ 1.15% |
$147K - $161K
|
225K
$14M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.54K+ 6.61% |
$145K - $159K
|
41K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.53K+ 9.39% |
$145K - $158K
|
29.5K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.53K+ 1.85% |
$145K - $158K
|
139K
$8.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.51K+ 1.09% |
$144K - $157K
|
232K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.51K+ 2.32% |
$144K - $157K
|
111K
$6.89M
|