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 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
30+ 0.56% |
$1.72K - $1.88K
|
5.4K
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.66K - $1.82K
|
10.9K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.22% |
$1.66K - $1.82K
|
13.5K
$843K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 2.76% |
$1.6K - $1.75K
|
1.04K
$65.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.34% |
$1.55K - $1.69K
|
7.99K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26+ 0.1% |
$1.49K - $1.63K
|
26.4K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
26+ 0.27% |
$1.49K - $1.63K
|
9.73K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$1.43K - $1.57K
|
6.97K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25+ 0.39% |
$1.43K - $1.57K
|
6.45K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
24+ 1.01% |
$1.38K - $1.5K
|
2.39K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
24+ 0.33% |
$1.38K - $1.5K
|
7.23K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.38% |
$1.38K - $1.5K
|
6.41K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.38% |
$1.32K - $1.44K
|
6K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 0.19% |
$1.32K - $1.44K
|
12.2K
$761K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21+ 0.59% |
$1.2K - $1.32K
|
3.58K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.35% |
$1.2K - $1.32K
|
6.05K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
21+ 0.38% |
$1.2K - $1.32K
|
5.48K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
21+ 0.39% |
$1.2K - $1.32K
|
5.42K
$340K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.15% |
$1.15K - $1.25K
|
13K
$812K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
20+ 0.09% |
$1.15K - $1.25K
|
21.5K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
20+ 0.38% |
$1.15K - $1.25K
|
5.23K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.05% |
$1.09K - $1.19K
|
36.9K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 0.36% |
$1.03K - $1.13K
|
5.01K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.15% |
$1.03K - $1.13K
|
11.8K
$738K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 0.47% |
$974 - $1.07K
|
3.67K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 0.34% |
$974 - $1.07K
|
4.99K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
17+ 0.27% |
$974 - $1.07K
|
6.41K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
16+ 0.35% |
$917 - $1K
|
4.57K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 0.1% |
$917 - $1K
|
16.6K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.37% |
$860 - $940
|
4.11K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15+ 0.17% |
$860 - $940
|
8.69K
$544K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14+ 0.31% |
$802 - $877
|
4.48K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14+ 0.38% |
$802 - $877
|
3.66K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.36% |
$802 - $877
|
3.96K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14+ 0.06% |
$802 - $877
|
22.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.38% |
$802 - $877
|
3.68K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13+ 0.3% |
$745 - $814
|
4.37K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 2.21% |
$745 - $814
|
601
$37.6K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13+ 0.07% |
$745 - $814
|
17.8K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
13+ 0.38% |
$745 - $814
|
3.46K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 0.28% |
$688 - $752
|
4.27K
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
12+ 0.15% |
$688 - $752
|
8.23K
$515K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12+ 0.34% |
$688 - $752
|
3.59K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12+ 0.32% |
$688 - $752
|
3.82K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
12+ 0.35% |
$688 - $752
|
3.47K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.32% |
$631 - $689
|
3.47K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10+ 0.1% |
$573 - $627
|
10.4K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
10+ 0.13% |
$573 - $627
|
7.69K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
10New |
$573 - $627
|
10
$626
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9+ 0.23% |
$516 - $564
|
3.96K
$248K
|