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 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-845- 3.29% |
$48.4K - $52.9K
|
24.8K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-845- 8.36% |
$48.4K - $52.9K
|
9.26K
$583K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-855- 1.45% |
$49K - $53.6K
|
58K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-863- 2.82% |
$49.5K - $54.1K
|
29.7K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-867- 2.16% |
$49.7K - $54.3K
|
39.3K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-875- 5.46% |
$50.2K - $54.8K
|
15.1K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-875- 19.38% |
$50.2K - $54.8K
|
3.64K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-880- 6.34% |
$50.4K - $55.1K
|
13K
$819K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-885- 0.82% |
$50.7K - $55.4K
|
107K
$6.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-886- 2.15% |
$50.8K - $55.5K
|
40.3K
$2.54M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-893- 3.19% |
$51.2K - $55.9K
|
27.1K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-898- 4.87% |
$51.5K - $56.3K
|
17.5K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-900- 6.87% |
$51.6K - $56.4K
|
12.2K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-903- 9.75% |
$51.8K - $56.6K
|
8.36K
$526K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-910- 20.0% |
$52.2K - $57K
|
3.64K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-917- 5.81% |
$52.6K - $57.5K
|
14.9K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-921- 71.17% |
$52.8K - $57.7K
|
373
$23.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-926- 7.17% |
$53.1K - $58K
|
12K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-929- 4.13% |
$53.3K - $58.2K
|
21.6K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-940- 0.72% |
$53.9K - $58.9K
|
130K
$8.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-946- 1.29% |
$54.2K - $59.3K
|
72.2K
$4.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-957- 7.09% |
$54.9K - $60K
|
12.5K
$790K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-960- 11.17% |
$55K - $60.1K
|
7.64K
$481K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-970- 2.49% |
$55.6K - $60.8K
|
38.1K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-975- 4.7% |
$55.9K - $61.1K
|
19.8K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-977- 16.85% |
$56K - $61.2K
|
4.82K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-989- 3.4% |
$56.7K - $62K
|
28.1K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-999- 10.56% |
$57.3K - $62.6K
|
8.47K
$533K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-1K- 13.31% |
$57.3K - $62.7K
|
6.52K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.01K- 0.53% |
$57.8K - $63.2K
|
188K
$11.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.01K- 4.8% |
$58K - $63.3K
|
20.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 10.0% |
$59.6K - $65.2K
|
9.36K
$589K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.05K- 6.26% |
$59.9K - $65.5K
|
15.6K
$985K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.06K- 0.3% |
$60.8K - $66.4K
|
355K
$22.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.07K- 4.67% |
$61.3K - $67K
|
21.8K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.07K- 17.54% |
$61.4K - $67.2K
|
5.04K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-1.08K- 5.63% |
$61.8K - $67.5K
|
18.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.11K- 3.98% |
$63.6K - $69.5K
|
26.8K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.11K- 0.91% |
$63.6K - $69.5K
|
121K
$7.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.12K- 1.27% |
$64K - $69.9K
|
86.7K
$5.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.13K- 1.21% |
$64.9K - $71K
|
92.8K
$5.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.14K- 1.32% |
$65.5K - $71.6K
|
85.3K
$5.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.15K- 23.79% |
$65.7K - $71.8K
|
3.67K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.16K- 4.54% |
$66.4K - $72.6K
|
24.4K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.16K- 3.96% |
$66.5K - $72.7K
|
28.1K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.16K- 1.46% |
$66.5K - $72.7K
|
78.5K
$4.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.17K- 4.24% |
$67.1K - $73.3K
|
26.5K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 7.89% |
$67.6K - $73.9K
|
13.8K
$868K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.19K- 1.62% |
$68K - $74.3K
|
72.1K
$4.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.19K- 20.74% |
$68K - $74.4K
|
4.54K
$286K
|