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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
80New |
$4.59K - $5.01K
|
80
$5.01K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
79+ 0.97% |
$4.53K - $4.95K
|
8.22K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
77+ 0.24% |
$4.41K - $4.82K
|
32.4K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
76+ 0.05% |
$4.36K - $4.76K
|
146K
$9.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$4.36K - $4.76K
|
76
$4.76K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
73+ 0.36% |
$4.18K - $4.57K
|
20.1K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
73+ 0.18% |
$4.18K - $4.57K
|
41K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
69+ 0.3% |
$3.96K - $4.32K
|
23.4K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65+ 0.79% |
$3.73K - $4.07K
|
8.28K
$519K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
61New |
$3.5K - $3.82K
|
61
$3.82K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 0.23% |
$3.5K - $3.82K
|
26.1K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
60+ 0.65% |
$3.44K - $3.76K
|
9.36K
$586K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
59+ 0.58% |
$3.38K - $3.7K
|
10.2K
$639K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
58+ 0.5% |
$3.32K - $3.63K
|
11.6K
$726K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
58+ 0.17% |
$3.32K - $3.63K
|
33.4K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58New |
$3.32K - $3.63K
|
58
$3.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 0.26% |
$3.27K - $3.57K
|
22K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
55+ 0.08% |
$3.15K - $3.45K
|
66.8K
$4.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
52+ 0.58% |
$2.98K - $3.26K
|
9.07K
$568K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
51+ 0.25% |
$2.92K - $3.2K
|
20.7K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
51+ 0.0% |
$2.92K - $3.2K
|
5.29M
$331M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 0.34% |
$2.87K - $3.13K
|
14.5K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
50+ 1.32% |
$2.87K - $3.13K
|
3.84K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
49+ 0.4% |
$2.81K - $3.07K
|
12.2K
$764K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
48+ 0.33% |
$2.75K - $3.01K
|
14.4K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
47+ 0.35% |
$2.69K - $2.94K
|
13.7K
$855K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.18% |
$2.69K - $2.94K
|
26.6K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
46+ 0.37% |
$2.64K - $2.88K
|
12.6K
$786K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
46+ 0.38% |
$2.64K - $2.88K
|
12.1K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
46+ 0.31% |
$2.64K - $2.88K
|
14.8K
$924K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 0.6% |
$2.58K - $2.82K
|
7.61K
$476K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
45New |
$2.58K - $2.82K
|
45
$2.82K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 0.33% |
$2.52K - $2.76K
|
13.5K
$846K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
43+ 0.16% |
$2.46K - $2.69K
|
27.7K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
42+ 0.29% |
$2.41K - $2.63K
|
14.6K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.38% |
$2.41K - $2.63K
|
11K
$688K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41+ 0.39% |
$2.35K - $2.57K
|
10.7K
$668K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.51% |
$2.35K - $2.57K
|
8.13K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
40+ 0.55% |
$2.29K - $2.51K
|
7.37K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
40+ 0.52% |
$2.29K - $2.51K
|
7.66K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.12% |
$2.29K - $2.51K
|
33.3K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
39+ 0.09% |
$2.24K - $2.44K
|
41.2K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
37+ 0.95% |
$2.12K - $2.32K
|
3.93K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
37+ 0.84% |
$2.12K - $2.32K
|
4.47K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
35+ 0.17% |
$2.01K - $2.19K
|
20.9K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.35% |
$2.01K - $2.19K
|
9.93K
$622K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.1% |
$2.01K - $2.19K
|
36.2K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
34+ 0.1% |
$1.95K - $2.13K
|
33.1K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 0.5% |
$1.89K - $2.07K
|
6.58K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.21% |
$1.78K - $1.94K
|
14.7K
$922K
|