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 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 0.31% |
$69.8K - $76.8K
|
360K
$19.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 2.93% |
$70.3K - $77.4K
|
37.7K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 32.13% |
$70.4K - $77.4K
|
2.41K
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.34% |
$70.5K - $77.6K
|
84K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.15K- 1.06% |
$71.1K - $78.3K
|
108K
$5.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.16K- 0.6% |
$71.5K - $78.7K
|
192K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.44% |
$72.2K - $79.5K
|
46.8K
$2.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.4% |
$72.3K - $79.5K
|
290K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.17K- 0.22% |
$72.4K - $79.7K
|
542K
$29.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.18K- 3.0% |
$72.5K - $79.7K
|
38K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.19K- 0.3% |
$73.2K - $80.6K
|
400K
$22M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$73.3K - $80.7K
|
93.7K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.21K- 4.37% |
$74.6K - $82.1K
|
26.5K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.21K- 23.27% |
$74.6K - $82.1K
|
3.99K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.22K- 26.56% |
$74.9K - $82.5K
|
3.36K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.22K- 3.58% |
$75.2K - $82.8K
|
32.8K
$1.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.22K- 14.32% |
$75.2K - $82.8K
|
7.3K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.23K- 0.81% |
$76K - $83.6K
|
151K
$8.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 2.04% |
$76.8K - $84.5K
|
59.8K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.25K- 16.27% |
$77.3K - $85.1K
|
6.45K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 22.75% |
$78K - $85.9K
|
4.3K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.27K- 16.58% |
$78.3K - $86.2K
|
6.39K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.27K- 3.85% |
$78.6K - $86.5K
|
31.8K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.3K- 17.03% |
$80.2K - $88.2K
|
6.34K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.3K- 1.57% |
$80.2K - $88.2K
|
81.4K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.31K- 0.86% |
$80.9K - $89K
|
150K
$8.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.34K- 4.07% |
$82.4K - $90.7K
|
31.5K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 1.14% |
$83.4K - $91.8K
|
117K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.37K- 19.46% |
$84.6K - $93K
|
5.68K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.37K- 1.15% |
$84.7K - $93.3K
|
118K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.38K- 3.26% |
$84.8K - $93.3K
|
40.8K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.4K- 1.72% |
$86.4K - $95K
|
80K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.4K- 0.29% |
$86.4K - $95.1K
|
481K
$26.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.41K- 1.2% |
$86.7K - $95.4K
|
116K
$6.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.41K- 4.82% |
$87.1K - $95.8K
|
27.9K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 3.75% |
$89.5K - $98.5K
|
37.2K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.46K- 2.19% |
$90K - $99K
|
65.3K
$3.59M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 0.01% |
$90.5K - $99.6K
|
10.9M
$597M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 8.57% |
$92K - $101K
|
15.9K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.5K- 2.82% |
$92.5K - $102K
|
51.7K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.5K- 29.44% |
$92.5K - $102K
|
3.6K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.5K- 4.34% |
$92.5K - $102K
|
33.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.51K- 2.22% |
$93.1K - $102K
|
66.6K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.51K- 12.05% |
$93.3K - $103K
|
11K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.53K- 11.86% |
$94.1K - $104K
|
11.3K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.54K- 29.06% |
$95K - $105K
|
3.76K
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.57K- 26.94% |
$96.5K - $106K
|
4.25K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.98% |
$96.8K - $106K
|
51.1K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.58K- 1.84% |
$97.7K - $108K
|
84.4K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.62K- 0.72% |
$99.9K - $110K
|
224K
$12.3M
|