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 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-268- 6.34% |
$15.4K - $16.8K
|
3.96K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-270- 3.44% |
$15.5K - $16.9K
|
7.59K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-273- 0.59% |
$15.6K - $17.1K
|
46.1K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 2.81% |
$15.8K - $17.2K
|
9.51K
$599K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-277- 6.88% |
$15.9K - $17.4K
|
3.75K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-285- 4.36% |
$16.3K - $17.9K
|
6.25K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-298- 1.23% |
$17.1K - $18.7K
|
23.9K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-300- 82.19% |
$17.2K - $18.8K
|
65
$4.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-300- 93.75% |
$17.2K - $18.8K
|
20
$1.26K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-301- 2.43% |
$17.3K - $18.9K
|
12.1K
$760K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-316- 4.68% |
$18.1K - $19.8K
|
6.43K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-316- 6.08% |
$18.1K - $19.8K
|
4.88K
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-318- 0.8% |
$18.2K - $19.9K
|
39.3K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-318- 1.03% |
$18.2K - $19.9K
|
30.7K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-333- 1.51% |
$19.1K - $20.9K
|
21.8K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-335- 2.45% |
$19.2K - $21K
|
13.4K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-346- 0.48% |
$19.8K - $21.7K
|
72.4K
$4.56M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-350- 11.97% |
$20.1K - $21.9K
|
2.58K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-351- 0.41% |
$20.1K - $22K
|
85.9K
$5.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-366- 1.13% |
$21K - $22.9K
|
32.1K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 0.62% |
$21K - $22.9K
|
58.3K
$3.67M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-375- 1.03% |
$21.5K - $23.5K
|
35.9K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-375- 0.8% |
$21.5K - $23.5K
|
46.4K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-377- 5.05% |
$21.6K - $23.6K
|
7.09K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-380- 6.28% |
$21.8K - $23.8K
|
5.68K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-380- 2.78% |
$21.8K - $23.8K
|
13.3K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-383- 3.62% |
$22K - $24K
|
10.2K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-385- 1.87% |
$22.1K - $24.1K
|
20.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-385- 1.34% |
$22.1K - $24.1K
|
28.4K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-390- 3.37% |
$22.4K - $24.4K
|
11.2K
$704K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-391- 10.05% |
$22.4K - $24.5K
|
3.5K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-391- 0.37% |
$22.4K - $24.5K
|
104K
$6.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-397- 0.49% |
$22.8K - $24.9K
|
81.1K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-397- 0.61% |
$22.8K - $24.9K
|
64.2K
$4.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-398- 9.29% |
$22.8K - $24.9K
|
3.89K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-402- 2.97% |
$23K - $25.2K
|
13.1K
$828K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-404- 5.08% |
$23.2K - $25.3K
|
7.55K
$476K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-405- 1.89% |
$23.2K - $25.4K
|
21K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 4.55% |
$23.5K - $25.7K
|
8.6K
$542K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-411- 2.36% |
$23.6K - $25.7K
|
17K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 0.8% |
$23.8K - $26K
|
51.3K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-424- 0.99% |
$24.3K - $26.6K
|
42.4K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-425- 5.53% |
$24.4K - $26.6K
|
7.26K
$457K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-426- 0.59% |
$24.4K - $26.7K
|
71.6K
$4.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 3.35% |
$24.5K - $26.8K
|
12.4K
$778K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.94% |
$24.6K - $26.9K
|
14.2K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-430- 0.14% |
$24.6K - $26.9K
|
298K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-431- 1.35% |
$24.7K - $27K
|
31.5K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-435- 0.3% |
$24.9K - $27.3K
|
144K
$9.07M
|