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 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-609- 1.38% |
$37.6K - $41.3K
|
43.6K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-609- 2.74% |
$37.6K - $41.3K
|
21.6K
$1.31M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-609- 6.21% |
$37.6K - $41.3K
|
9.2K
$559K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-614- 4.92% |
$37.9K - $41.7K
|
11.9K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-622- 9.06% |
$38.4K - $42.2K
|
6.24K
$379K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-625- 2.2% |
$38.6K - $42.4K
|
27.8K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-625- 5.73% |
$38.6K - $42.4K
|
10.3K
$625K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-625- 2.57% |
$38.6K - $42.4K
|
23.7K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-626- 12.08% |
$38.6K - $42.5K
|
4.56K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-626- 0.53% |
$38.6K - $42.5K
|
117K
$7.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 1.61% |
$41K - $45.1K
|
40.6K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-675- 8.81% |
$41.6K - $45.8K
|
6.99K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-675- 5.91% |
$41.6K - $45.8K
|
10.8K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 39.0% |
$41.9K - $46.1K
|
1.06K
$64.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.43% |
$42.2K - $46.4K
|
27.5K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-684- 10.86% |
$42.2K - $46.4K
|
5.61K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-690- 2.61% |
$42.6K - $46.8K
|
25.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 5.63% |
$42.9K - $47.2K
|
11.7K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-696- 1.01% |
$42.9K - $47.2K
|
68.3K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-698- 4.61% |
$43.1K - $47.4K
|
14.4K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-704- 2.29% |
$43.4K - $47.8K
|
30K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-704- 0.28% |
$43.4K - $47.8K
|
253K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-715- 5.86% |
$44.1K - $48.5K
|
11.5K
$698K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-719- 3.08% |
$44.3K - $48.8K
|
22.6K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-726- 12.23% |
$44.8K - $49.3K
|
5.21K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-735- 7.45% |
$45.3K - $49.9K
|
9.13K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-745- 2.58% |
$46K - $50.6K
|
28.2K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-750- 3.05% |
$46.3K - $50.9K
|
23.9K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-750- 44.38% |
$46.3K - $50.9K
|
940
$57.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-782- 3.77% |
$48.2K - $53.1K
|
20K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-788- 2.14% |
$48.6K - $53.5K
|
36K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-793- 2.62% |
$48.9K - $53.8K
|
29.5K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-794- 1.94% |
$49K - $53.9K
|
40.2K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-800- 2.48% |
$49.3K - $54.3K
|
31.4K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-804- 0.27% |
$49.6K - $54.6K
|
296K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-810- 4.1% |
$50K - $55K
|
19K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-815- 0.71% |
$50.3K - $55.3K
|
113K
$6.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-815- 12.09% |
$50.3K - $55.3K
|
5.93K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-818- 1.22% |
$50.5K - $55.5K
|
66.1K
$4.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-829- 0.61% |
$51.1K - $56.3K
|
136K
$8.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-863- 12.88% |
$53.2K - $58.6K
|
5.84K
$354K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-867- 1.01% |
$53.5K - $58.8K
|
84.7K
$5.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-875- 5.64% |
$54K - $59.4K
|
14.6K
$889K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-877- 3.36% |
$54.1K - $59.5K
|
25.2K
$1.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-882- 8.87% |
$54.4K - $59.9K
|
9.06K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-895- 0.83% |
$55.2K - $60.7K
|
107K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-927- 12.28% |
$57.2K - $62.9K
|
6.62K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-946- 2.28% |
$58.3K - $64.2K
|
40.6K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-949- 4.87% |
$58.5K - $64.4K
|
18.6K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-949- 11.07% |
$58.5K - $64.4K
|
7.63K
$463K
|