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 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-190- 3.15% |
$11.7K - $12.9K
|
5.84K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-190- 1.3% |
$11.7K - $12.9K
|
14.5K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-192- 5.3% |
$11.8K - $13K
|
3.43K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 0.26% |
$12K - $13.2K
|
74.3K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-197- 1.58% |
$12.2K - $13.4K
|
12.3K
$672K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-198- 3.88% |
$12.2K - $13.4K
|
4.9K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-199- 2.38% |
$12.3K - $13.5K
|
8.16K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-199- 0.08% |
$12.3K - $13.5K
|
253K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 42.11% |
$12.3K - $13.6K
|
275
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-200- 2.76% |
$12.3K - $13.6K
|
7.06K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-200- 1.1% |
$12.3K - $13.6K
|
18.1K
$990K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-200- 1.18% |
$12.3K - $13.6K
|
16.8K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-203- 1.68% |
$12.5K - $13.8K
|
11.9K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-210- 6.09% |
$13K - $14.3K
|
3.24K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-212- 2.46% |
$13.1K - $14.4K
|
8.4K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-214- 0.69% |
$13.2K - $14.5K
|
30.9K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-215- 7.92% |
$13.3K - $14.6K
|
2.5K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-216- 8.57% |
$13.3K - $14.7K
|
2.3K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 1.86% |
$13.4K - $14.7K
|
11.4K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-217- 4.68% |
$13.4K - $14.7K
|
4.42K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-219- 3.32% |
$13.5K - $14.9K
|
6.38K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-221- 34.32% |
$13.6K - $15K
|
423
$23.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-222- 0.6% |
$13.7K - $15.1K
|
36.7K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-225- 4.76% |
$13.9K - $15.3K
|
4.5K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-227- 0.54% |
$14K - $15.4K
|
42.2K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-227- 0.62% |
$14K - $15.4K
|
36.3K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-227- 1.69% |
$14K - $15.4K
|
13.2K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-227- 0.89% |
$14K - $15.4K
|
25.4K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-229- 0.25% |
$14.1K - $15.5K
|
90.6K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-230- 3.65% |
$14.2K - $15.6K
|
6.07K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-230- 1.66% |
$14.2K - $15.6K
|
13.7K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-236- 2.53% |
$14.6K - $16K
|
9.1K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-240- 1.69% |
$14.8K - $16.3K
|
14K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-242- 1.49% |
$14.9K - $16.4K
|
16K
$878K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-250- 5.01% |
$15.4K - $17K
|
4.75K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-255- 4.21% |
$15.7K - $17.3K
|
5.8K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-257- 4.71% |
$15.9K - $17.4K
|
5.2K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-258- 2.37% |
$15.9K - $17.5K
|
10.6K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-265- 3.05% |
$16.3K - $18K
|
8.43K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-268- 0.28% |
$16.5K - $18.2K
|
94.5K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-270- 1.3% |
$16.7K - $18.3K
|
20.4K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-272- 3.02% |
$16.8K - $18.5K
|
8.75K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-276- 2.37% |
$17K - $18.7K
|
11.4K
$623K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-284- 0.87% |
$17.5K - $19.3K
|
32.2K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-287- 0.03% |
$17.7K - $19.5K
|
1.13M
$61.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-288- 2.0% |
$17.8K - $19.5K
|
14.1K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-289- 0.61% |
$17.8K - $19.6K
|
47.1K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-290- 1.51% |
$17.9K - $19.7K
|
18.9K
$1.04M
|