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 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-82- 0.5% |
$4.7K - $5.14K
|
16.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-83- 0.66% |
$4.76K - $5.2K
|
12.5K
$788K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-85- 26.98% |
$4.87K - $5.33K
|
230
$14.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 0.79% |
$4.87K - $5.33K
|
10.7K
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-87- 0.57% |
$4.99K - $5.45K
|
15.2K
$961K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 14.97% |
$5.04K - $5.51K
|
500
$31.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 0.28% |
$5.16K - $5.64K
|
31.8K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-92- 1.6% |
$5.27K - $5.76K
|
5.66K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-93- 1.2% |
$5.33K - $5.83K
|
7.66K
$484K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-93- 2.2% |
$5.33K - $5.83K
|
4.13K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-94- 0.22% |
$5.39K - $5.89K
|
42.1K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-95- 2.44% |
$5.45K - $5.95K
|
3.8K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-95- 0.18% |
$5.45K - $5.95K
|
52.4K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-95- 0.19% |
$5.45K - $5.95K
|
48.9K
$3.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-97- 0.08% |
$5.56K - $6.08K
|
114K
$7.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.68% |
$5.73K - $6.27K
|
2.04K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-100- 2.91% |
$5.73K - $6.27K
|
3.34K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-107- 32.23% |
$6.13K - $6.7K
|
225
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-110- 0.44% |
$6.31K - $6.89K
|
24.6K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-111- 0.63% |
$6.36K - $6.95K
|
17.6K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-114- 1.39% |
$6.53K - $7.14K
|
8.08K
$511K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.47% |
$6.53K - $7.14K
|
24.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-114- 1.03% |
$6.53K - $7.14K
|
10.9K
$690K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-115- 1.4% |
$6.59K - $7.2K
|
8.12K
$513K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-115- 2.08% |
$6.59K - $7.2K
|
5.41K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-116- 0.97% |
$6.65K - $7.27K
|
11.9K
$750K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-116- 2.91% |
$6.65K - $7.27K
|
3.87K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-117- 1.44% |
$6.71K - $7.33K
|
8.03K
$507K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-120- 0.37% |
$6.88K - $7.52K
|
32K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-120- 21.82% |
$6.88K - $7.52K
|
430
$27.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-120- 1.37% |
$6.88K - $7.52K
|
8.62K
$545K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-123- 1.07% |
$7.05K - $7.71K
|
11.4K
$718K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 1.35% |
$7.17K - $7.83K
|
9.14K
$578K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-128- 0.33% |
$7.34K - $8.02K
|
39.2K
$2.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129- 0.16% |
$7.39K - $8.08K
|
79K
$4.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-134- 0.75% |
$7.68K - $8.4K
|
17.7K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-139- 1.39% |
$7.97K - $8.71K
|
9.89K
$625K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-144- 0.56% |
$8.25K - $9.02K
|
25.7K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-145- 0.85% |
$8.31K - $9.08K
|
17K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-145- 2.97% |
$8.31K - $9.08K
|
4.74K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-148- 0.36% |
$8.48K - $9.27K
|
40.7K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-150- 1.53% |
$8.6K - $9.4K
|
9.64K
$610K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 3.45% |
$8.6K - $9.4K
|
4.19K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 0.6% |
$8.77K - $9.59K
|
25.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-155- 1.31% |
$8.88K - $9.71K
|
11.7K
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-159- 2.15% |
$9.11K - $9.96K
|
7.25K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-160- 1.46% |
$9.17K - $10K
|
10.8K
$684K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 1.22% |
$9.34K - $10.2K
|
13.2K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-163- 0.38% |
$9.34K - $10.2K
|
42.8K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-165- 0.81% |
$9.46K - $10.3K
|
20.1K
$1.27M
|