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 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.81K+ 209.13% |
$104K - $113K
|
2.67K
$167K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.8K+ 14.12% |
$103K - $113K
|
14.5K
$910K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 11.56% |
$103K - $112K
|
17.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.79K+ 0.78% |
$103K - $112K
|
230K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.79K+ 24.49% |
$102K - $112K
|
9.08K
$568K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.79K+ 32.43% |
$102K - $112K
|
7.29K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.78K+ 1.25% |
$102K - $112K
|
144K
$9.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.78K+ 1.99% |
$102K - $111K
|
91.1K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.77K+ 0.73% |
$102K - $111K
|
246K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.77K+ 2.77% |
$101K - $111K
|
65.6K
$4.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 12.39% |
$101K - $111K
|
16K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.76K+ 2.11% |
$101K - $110K
|
85.2K
$5.34M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.74K+ 16.85% |
$99.8K - $109K
|
12.1K
$756K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.73K+ 5.03% |
$99K - $108K
|
36.1K
$2.26M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.73K+ 9.65% |
$98.9K - $108K
|
19.6K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.72K+ 1.08% |
$98.5K - $108K
|
160K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72K+ 23.01% |
$98.3K - $107K
|
9.17K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.7K+ 2.1% |
$97.4K - $107K
|
82.7K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 1.98% |
$95.6K - $104K
|
86K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.67K+ 2.36% |
$95.5K - $104K
|
72.2K
$4.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.66K+ 4.56% |
$95.4K - $104K
|
38.2K
$2.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.65K+ 6.74% |
$94.5K - $103K
|
26.1K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.65K+ 2.93% |
$94.5K - $103K
|
57.9K
$3.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.63K+ 26.34% |
$93.1K - $102K
|
7.8K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.62K+ 31.34% |
$92.8K - $101K
|
6.79K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.62K+ 0.56% |
$92.8K - $101K
|
292K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.61K+ 1.29% |
$92.2K - $101K
|
127K
$7.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.6K+ 0.63% |
$91.5K - $100K
|
256K
$16M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 1.93% |
$91.4K - $99.9K
|
84.3K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.59K+ 6.1% |
$91.2K - $99.7K
|
27.7K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.59K+ 8.75% |
$90.9K - $99.3K
|
19.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.58K+ 0.96% |
$90.8K - $99.2K
|
167K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.57K+ 1.82% |
$90K - $98.4K
|
87.9K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.57K+ 15.3% |
$90K - $98.4K
|
11.8K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.56K+ 6.62% |
$89.5K - $97.9K
|
25.2K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.55K+ 11.52% |
$88.7K - $96.9K
|
15K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.54K+ 39.77% |
$88.4K - $96.7K
|
5.42K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.52K+ 0.84% |
$87.1K - $95.2K
|
182K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.52K+ 687.78% |
$87.1K - $95.2K
|
1.74K
$109K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.48K+ 3.68% |
$84.8K - $92.7K
|
41.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.45K+ 3.58% |
$83.1K - $90.8K
|
41.9K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.44K+ 3.74% |
$82.7K - $90.4K
|
40K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.43K+ 20.83% |
$81.9K - $89.5K
|
8.29K
$519K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.42K+ 24.07% |
$81.4K - $89K
|
7.32K
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 2.09% |
$81.4K - $89K
|
69.2K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.42K+ 3.54% |
$81.2K - $88.8K
|
41.5K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.4K+ 1.01% |
$80K - $87.4K
|
140K
$8.74M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.39K+ 0.85% |
$79.8K - $87.2K
|
165K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.39K+ 2.96% |
$79.7K - $87.1K
|
48.4K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.38K+ 27.7% |
$79K - $86.4K
|
6.36K
$398K
|