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
|
Legacy Financial Group LLC
|
SELL
|
- |
-715- 5.86% |
$44.1K - $48.5K
|
11.5K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-719- 3.08% |
$44.3K - $48.8K
|
22.6K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-726- 12.23% |
$44.8K - $49.3K
|
5.21K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-735- 7.45% |
$45.3K - $49.9K
|
9.13K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-745- 2.58% |
$46K - $50.6K
|
28.2K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-750- 3.05% |
$46.3K - $50.9K
|
23.9K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-750- 44.38% |
$46.3K - $50.9K
|
940
$51.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-782- 3.77% |
$48.2K - $53.1K
|
20K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-788- 2.14% |
$48.6K - $53.5K
|
36K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-793- 2.62% |
$48.9K - $53.8K
|
29.5K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-794- 1.94% |
$49K - $53.9K
|
40.2K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-800- 2.48% |
$49.3K - $54.3K
|
31.4K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-804- 0.27% |
$49.6K - $54.6K
|
296K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-810- 4.1% |
$50K - $55K
|
19K
$1.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-815- 0.71% |
$50.3K - $55.3K
|
113K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-815- 12.09% |
$50.3K - $55.3K
|
5.93K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-818- 1.22% |
$50.5K - $55.5K
|
66.1K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-829- 0.61% |
$51.1K - $56.3K
|
136K
$7.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-863- 12.88% |
$53.2K - $58.6K
|
5.84K
$321K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-867- 1.01% |
$53.5K - $58.8K
|
84.7K
$4.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-875- 5.64% |
$54K - $59.4K
|
14.6K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-877- 3.36% |
$54.1K - $59.5K
|
25.2K
$1.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-882- 8.87% |
$54.4K - $59.9K
|
9.06K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-895- 0.83% |
$55.2K - $60.7K
|
107K
$5.86M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-927- 12.28% |
$57.2K - $62.9K
|
6.62K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-946- 2.28% |
$58.3K - $64.2K
|
40.6K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-949- 4.87% |
$58.5K - $64.4K
|
18.6K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-949- 11.07% |
$58.5K - $64.4K
|
7.63K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-964- 4.8% |
$59.5K - $65.4K
|
19.1K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-977- 6.54% |
$60.3K - $66.3K
|
14K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-983- 3.49% |
$60.6K - $66.7K
|
27.1K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-983- 1.1% |
$60.6K - $66.7K
|
88.1K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-990- 0.4% |
$61.1K - $67.2K
|
248K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-991- 4.93% |
$61.1K - $67.3K
|
19.1K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-995- 1.16% |
$61.4K - $67.5K
|
85K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-995- 1.52% |
$61.4K - $67.5K
|
64.4K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 1.06% |
$61.7K - $67.9K
|
93.6K
$5.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1K- 1.03% |
$61.7K - $67.9K
|
96.3K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 1.92% |
$62K - $68.2K
|
51.4K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.01K- 0.34% |
$62.1K - $68.3K
|
291K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.02K- 1.93% |
$62.9K - $69.2K
|
51.7K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.05K- 44.85% |
$64.5K - $70.9K
|
1.29K
$70.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.05K- 8.84% |
$64.8K - $71.3K
|
10.8K
$595K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.05K- 1.6% |
$65K - $71.5K
|
64.7K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 23.2% |
$67.8K - $74.6K
|
3.64K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.1K- 1.65% |
$68.1K - $74.9K
|
65.8K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.1K- 2.15% |
$68.1K - $74.9K
|
50.3K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.11K- 15.91% |
$68.4K - $75.3K
|
5.86K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.13K- 36.51% |
$69.7K - $76.7K
|
1.97K
$108K
|