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 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.9K- 10.86% |
$179K - $197K
|
23.8K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 3.92% |
$179K - $197K
|
71.3K
$4.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.93K- 11.06% |
$180K - $199K
|
23.5K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.98K- 2.72% |
$184K - $202K
|
107K
$6.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.08K- 2.16% |
$190K - $209K
|
140K
$8.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 0.63% |
$192K - $211K
|
492K
$31.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.12K- 28.15% |
$193K - $212K
|
7.97K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-3.13K- 1.82% |
$193K - $212K
|
169K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.16K- 3.35% |
$195K - $214K
|
91K
$5.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.16K- 3.84% |
$195K - $214K
|
79K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.16K- 1.55% |
$195K - $214K
|
200K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.19K- 19.64% |
$197K - $217K
|
13.1K
$837K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.2K- 21.05% |
$197K - $217K
|
12K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-3.28K- 1.11% |
$202K - $222K
|
291K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.29K- 7.13% |
$203K - $223K
|
42.8K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.35K- 15.78% |
$207K - $228K
|
17.9K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.4K- 4.23% |
$209K - $230K
|
76.8K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.42K- 15.65% |
$211K - $232K
|
18.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.45K- 29.51% |
$213K - $234K
|
8.24K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.51K- 8.96% |
$216K - $238K
|
35.6K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.52K- 3.79% |
$217K - $239K
|
89.3K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.56K- 2.18% |
$219K - $241K
|
160K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.58K- 17.05% |
$221K - $243K
|
17.4K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.63K- 2.5% |
$224K - $246K
|
142K
$9.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.67K- 10.14% |
$226K - $249K
|
32.5K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.76K- 53.63% |
$232K - $255K
|
3.25K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.77K- 6.78% |
$233K - $256K
|
51.9K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.78K- 48.48% |
$233K - $256K
|
4.01K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.83K- 4.66% |
$236K - $260K
|
78.3K
$5.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.86K- 1.71% |
$238K - $262K
|
222K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.03K- 2.61% |
$248K - $273K
|
151K
$9.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.06K- 2.72% |
$250K - $275K
|
145K
$9.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.14K- 16.1% |
$255K - $281K
|
21.6K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.18K- 0.76% |
$258K - $283K
|
548K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.22K- 3.6% |
$260K - $286K
|
113K
$7.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-4.33K- 16.04% |
$267K - $294K
|
22.6K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-4.35K- 2.45% |
$269K - $296K
|
173K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-4.39K- 1.47% |
$271K - $298K
|
295K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.39K- 12.35% |
$271K - $298K
|
31.2K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.43K- 27.53% |
$273K - $300K
|
11.7K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.43K- 0.28% |
$273K - $301K
|
1.59M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.59K- 2.25% |
$283K - $312K
|
199K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.63K- 2.94% |
$286K - $314K
|
153K
$9.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.65K- 2.25% |
$287K - $315K
|
201K
$12.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.82K- 1.85% |
$297K - $327K
|
255K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-4.84K- 2.01% |
$299K - $329K
|
236K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.91K- 27.72% |
$303K - $333K
|
12.8K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.02K- 81.35% |
$309K - $340K
|
1.15K
$73.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.19K- 1.08% |
$320K - $352K
|
476K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 26.24% |
$321K - $353K
|
14.6K
$937K
|