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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-927- 12.28% |
$57.2K - $62.9K
|
6.62K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-946- 2.28% |
$58.3K - $64.2K
|
40.6K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-949- 4.87% |
$58.5K - $64.4K
|
18.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-949- 11.07% |
$58.5K - $64.4K
|
7.63K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-977- 6.54% |
$60.3K - $66.3K
|
14K
$895K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-983- 3.49% |
$60.6K - $66.7K
|
27.1K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-983- 1.1% |
$60.6K - $66.7K
|
88.1K
$5.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-990- 0.4% |
$61.1K - $67.2K
|
248K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-991- 4.93% |
$61.1K - $67.3K
|
19.1K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-995- 1.16% |
$61.4K - $67.5K
|
85K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 1.06% |
$61.7K - $67.9K
|
93.6K
$6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 1.92% |
$62K - $68.2K
|
51.4K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.01K- 0.34% |
$62.1K - $68.3K
|
291K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.02K- 1.93% |
$62.9K - $69.2K
|
51.7K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.05K- 44.85% |
$64.5K - $70.9K
|
1.29K
$82.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.05K- 1.6% |
$65K - $71.5K
|
64.7K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 23.2% |
$67.8K - $74.6K
|
3.64K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.1K- 1.65% |
$68.1K - $74.9K
|
65.8K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.11K- 15.91% |
$68.4K - $75.3K
|
5.86K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.13K- 36.51% |
$69.7K - $76.7K
|
1.97K
$126K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 0.31% |
$69.8K - $76.8K
|
360K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 32.13% |
$70.4K - $77.4K
|
2.41K
$154K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.34% |
$70.5K - $77.6K
|
84K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.15K- 1.06% |
$71.1K - $78.3K
|
108K
$6.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.16K- 0.6% |
$71.5K - $78.7K
|
192K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.44% |
$72.2K - $79.5K
|
46.8K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.17K- 0.22% |
$72.4K - $79.7K
|
542K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.18K- 3.0% |
$72.5K - $79.7K
|
38K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.19K- 0.3% |
$73.2K - $80.6K
|
400K
$25.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$73.3K - $80.7K
|
93.7K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.21K- 4.37% |
$74.6K - $82.1K
|
26.5K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.21K- 23.27% |
$74.6K - $82.1K
|
3.99K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.22K- 26.56% |
$74.9K - $82.5K
|
3.36K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.22K- 3.58% |
$75.2K - $82.8K
|
32.8K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.23K- 0.81% |
$76K - $83.6K
|
151K
$9.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 22.75% |
$78K - $85.9K
|
4.3K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.27K- 16.58% |
$78.3K - $86.2K
|
6.39K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.27K- 3.85% |
$78.6K - $86.5K
|
31.8K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.3K- 17.03% |
$80.2K - $88.2K
|
6.34K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.3K- 1.57% |
$80.2K - $88.2K
|
81.4K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.31K- 0.86% |
$80.9K - $89K
|
150K
$9.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.34K- 4.07% |
$82.4K - $90.7K
|
31.5K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.37K- 19.46% |
$84.6K - $93K
|
5.68K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.38K- 3.26% |
$84.8K - $93.3K
|
40.8K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.4K- 1.72% |
$86.4K - $95K
|
80K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.4K- 0.29% |
$86.4K - $95.1K
|
481K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.41K- 1.2% |
$86.7K - $95.4K
|
116K
$7.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.41K- 4.82% |
$87.1K - $95.8K
|
27.9K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 3.75% |
$89.5K - $98.5K
|
37.2K
$2.38M
|