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 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45- 0.07% |
$2.78K - $3.05K
|
60.3K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 0.32% |
$2.78K - $3.05K
|
14.1K
$773K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-45- 0.21% |
$2.78K - $3.05K
|
21.3K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.71% |
$2.84K - $3.12K
|
6.4K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 0.99% |
$2.9K - $3.19K
|
4.71K
$258K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-47- 0.41% |
$2.9K - $3.19K
|
11.3K
$619K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-48- 0.6% |
$2.96K - $3.26K
|
7.99K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 10.55% |
$2.96K - $3.26K
|
407
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-50- 0.59% |
$3.08K - $3.39K
|
8.37K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 0.25% |
$3.08K - $3.39K
|
19.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-56- 0.79% |
$3.45K - $3.8K
|
7.03K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.64% |
$3.52K - $3.87K
|
8.9K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-65- 1.33% |
$4.01K - $4.41K
|
4.82K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-66- 0.11% |
$4.07K - $4.48K
|
58K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.0% |
$4.26K - $4.68K
|
6.83K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-69- 0.45% |
$4.26K - $4.68K
|
15.1K
$828K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 0.83% |
$4.32K - $4.75K
|
8.4K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-70- 4.75% |
$4.32K - $4.75K
|
1.41K
$77.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-72- 4.81% |
$4.44K - $4.89K
|
1.42K
$78.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-72- 0.55% |
$4.44K - $4.89K
|
13.1K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-73- 1.02% |
$4.5K - $4.95K
|
7.07K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-73- 0.34% |
$4.5K - $4.95K
|
21.6K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-75- 0.32% |
$4.63K - $5.09K
|
23.5K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-75- 1.75% |
$4.63K - $5.09K
|
4.2K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-79- 0.49% |
$4.87K - $5.36K
|
16.2K
$887K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.06% |
$4.93K - $5.43K
|
132K
$7.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 1.08% |
$4.93K - $5.43K
|
7.35K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 0.14% |
$4.93K - $5.43K
|
58.9K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-82- 0.62% |
$5.06K - $5.57K
|
13.1K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85- 0.58% |
$5.24K - $5.77K
|
14.6K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-86- 0.37% |
$5.3K - $5.84K
|
23.4K
$1.28M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 0.71% |
$5.43K - $5.97K
|
12.3K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-89- 2.57% |
$5.49K - $6.04K
|
3.37K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-90- 0.61% |
$5.55K - $6.11K
|
14.7K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-92- 6.09% |
$5.67K - $6.24K
|
1.42K
$77.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-94- 1.71% |
$5.8K - $6.38K
|
5.4K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 0.48% |
$5.86K - $6.45K
|
19.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-95- 2.83% |
$5.86K - $6.45K
|
3.27K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.09% |
$6.04K - $6.65K
|
4.58K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 0.71% |
$6.17K - $6.79K
|
14K
$767K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-103- 0.96% |
$6.35K - $6.99K
|
10.6K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-105- 0.39% |
$6.48K - $7.13K
|
26.7K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-108- 2.08% |
$6.66K - $7.33K
|
5.1K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-108- 1.89% |
$6.66K - $7.33K
|
5.61K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-109- 1.35% |
$6.72K - $7.4K
|
7.97K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-111- 0.74% |
$6.85K - $7.53K
|
15K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-112- 0.67% |
$6.91K - $7.6K
|
16.7K
$916K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 0.92% |
$7.03K - $7.74K
|
12.3K
$676K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-114- 1.05% |
$7.03K - $7.74K
|
10.7K
$587K
|