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
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-475- 6.67% |
$29.3K - $32.2K
|
6.65K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-476- 0.19% |
$29.4K - $32.3K
|
252K
$13.8M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-480- 1.75% |
$29.6K - $32.6K
|
27K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 3.07% |
$29.6K - $32.6K
|
15.2K
$832K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-481- 25.44% |
$29.7K - $32.6K
|
1.41K
$77.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-482- 0.29% |
$29.7K - $32.7K
|
163K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-483- 1.78% |
$29.8K - $32.8K
|
26.6K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-483- 4.2% |
$29.8K - $32.8K
|
11K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-491- 4.1% |
$30.3K - $33.3K
|
11.5K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-514- 5.27% |
$31.7K - $34.9K
|
9.23K
$506K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-514- 1.29% |
$31.7K - $34.9K
|
39.3K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-514- 1.94% |
$31.7K - $34.9K
|
26K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-515- 14.88% |
$31.8K - $35K
|
2.95K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-515- 1.2% |
$31.8K - $35K
|
42.2K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-519- 2.44% |
$32K - $35.2K
|
20.8K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-521- 3.59% |
$32.1K - $35.4K
|
14K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-530- 13.9% |
$32.7K - $36K
|
3.28K
$180K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-535- 1.58% |
$33K - $36.3K
|
33.3K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-535- 2.28% |
$33K - $36.3K
|
22.9K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-535- 4.62% |
$33K - $36.3K
|
11K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-537- 1.64% |
$33.1K - $36.4K
|
32.2K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-539- 0.78% |
$33.2K - $36.6K
|
68.5K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-540- 10.81% |
$33.3K - $36.6K
|
4.46K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-548- 5.23% |
$33.8K - $37.2K
|
9.93K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-554- 1.11% |
$34.2K - $37.6K
|
49.2K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-562- 14.62% |
$34.7K - $38.1K
|
3.28K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-565- 5.05% |
$34.8K - $38.3K
|
10.6K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-581- 4.58% |
$35.8K - $39.4K
|
12.1K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-587- 4.47% |
$36.2K - $39.8K
|
12.6K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-590- 4.53% |
$36.4K - $40K
|
12.4K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-595- 13.45% |
$36.7K - $40.4K
|
3.83K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-609- 1.38% |
$37.6K - $41.3K
|
43.6K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-609- 2.74% |
$37.6K - $41.3K
|
21.6K
$1.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-614- 4.92% |
$37.9K - $41.7K
|
11.9K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-622- 9.06% |
$38.4K - $42.2K
|
6.24K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-625- 2.2% |
$38.6K - $42.4K
|
27.8K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-625- 5.73% |
$38.6K - $42.4K
|
10.3K
$564K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-625- 2.57% |
$38.6K - $42.4K
|
23.7K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-626- 12.08% |
$38.6K - $42.5K
|
4.56K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-626- 0.53% |
$38.6K - $42.5K
|
117K
$6.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 1.61% |
$41K - $45.1K
|
40.6K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-675- 8.81% |
$41.6K - $45.8K
|
6.99K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-675- 5.91% |
$41.6K - $45.8K
|
10.8K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 39.0% |
$41.9K - $46.1K
|
1.06K
$58.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.43% |
$42.2K - $46.4K
|
27.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-684- 10.86% |
$42.2K - $46.4K
|
5.61K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-690- 2.61% |
$42.6K - $46.8K
|
25.8K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 5.63% |
$42.9K - $47.2K
|
11.7K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-696- 1.01% |
$42.9K - $47.2K
|
68.3K
$3.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-698- 4.61% |
$43.1K - $47.4K
|
14.4K
$792K
|