Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-345- 5.36% |
$21.3K - $23.4K
|
6.09K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-350- 4.6% |
$21.6K - $23.8K
|
7.26K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-355- 3.73% |
$21.9K - $24.1K
|
9.17K
$594K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-359- 3.07% |
$22.1K - $24.4K
|
11.3K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-365- 35.03% |
$22.5K - $24.8K
|
677
$43.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-368- 1.15% |
$22.7K - $25K
|
31.6K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-370- 6.36% |
$22.8K - $25.1K
|
5.45K
$353K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-380- 0.64% |
$23.4K - $25.8K
|
58.5K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-382- 0.88% |
$23.6K - $25.9K
|
43K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-418- 7.63% |
$25.8K - $28.4K
|
5.06K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-426- 2.8% |
$26.3K - $28.9K
|
14.8K
$958K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-437- 2.5% |
$27K - $29.7K
|
17K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-458- 1.49% |
$28.2K - $31.1K
|
30.3K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-459- 1.03% |
$28.3K - $31.2K
|
44K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-475- 6.67% |
$29.3K - $32.2K
|
6.65K
$431K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 1.75% |
$29.6K - $32.6K
|
27K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 3.07% |
$29.6K - $32.6K
|
15.2K
$982K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-483- 1.78% |
$29.8K - $32.8K
|
26.6K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-514- 5.27% |
$31.7K - $34.9K
|
9.23K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-515- 14.88% |
$31.8K - $35K
|
2.95K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-521- 3.59% |
$32.1K - $35.4K
|
14K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-530- 13.9% |
$32.7K - $36K
|
3.28K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-535- 1.58% |
$33K - $36.3K
|
33.3K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-535- 2.28% |
$33K - $36.3K
|
22.9K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-562- 14.62% |
$34.7K - $38.1K
|
3.28K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-581- 4.58% |
$35.8K - $39.4K
|
12.1K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-590- 4.53% |
$36.4K - $40K
|
12.4K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-595- 13.45% |
$36.7K - $40.4K
|
3.83K
$248K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-614- 4.92% |
$37.9K - $41.7K
|
11.9K
$769K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-625- 2.2% |
$38.6K - $42.4K
|
27.8K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 1.61% |
$41K - $45.1K
|
40.6K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-675- 5.91% |
$41.6K - $45.8K
|
10.8K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-675- 8.81% |
$41.6K - $45.8K
|
6.99K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.43% |
$42.2K - $46.4K
|
27.5K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-690- 2.61% |
$42.6K - $46.8K
|
25.8K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-696- 1.01% |
$42.9K - $47.2K
|
68.3K
$4.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 5.63% |
$42.9K - $47.2K
|
11.7K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-704- 2.29% |
$43.4K - $47.8K
|
30K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-715- 5.86% |
$44.1K - $48.5K
|
11.5K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-745- 2.58% |
$46K - $50.6K
|
28.2K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-788- 2.14% |
$48.6K - $53.5K
|
36K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-793- 2.62% |
$48.9K - $53.8K
|
29.5K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-804- 0.27% |
$49.6K - $54.6K
|
296K
$19.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-810- 4.1% |
$50K - $55K
|
19K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-815- 12.09% |
$50.3K - $55.3K
|
5.93K
$384K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-815- 0.71% |
$50.3K - $55.3K
|
113K
$7.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-829- 0.61% |
$51.1K - $56.3K
|
136K
$8.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-863- 12.88% |
$53.2K - $58.6K
|
5.84K
$378K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-867- 1.01% |
$53.5K - $58.8K
|
84.7K
$5.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-875- 5.64% |
$54K - $59.4K
|
14.6K
$949K
|