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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.63K- 2.5% |
$224K - $246K
|
142K
$8.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.66K- 5.9% |
$226K - $248K
|
58.3K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.67K- 10.14% |
$226K - $249K
|
32.5K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.76K- 53.63% |
$232K - $255K
|
3.25K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.77K- 6.78% |
$233K - $256K
|
51.9K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.78K- 48.48% |
$233K - $256K
|
4.01K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.83K- 4.66% |
$236K - $260K
|
78.3K
$4.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.86K- 1.71% |
$238K - $262K
|
222K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.03K- 2.61% |
$248K - $273K
|
151K
$9.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.06K- 2.72% |
$250K - $275K
|
145K
$8.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.14K- 16.1% |
$255K - $281K
|
21.6K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.18K- 0.76% |
$258K - $283K
|
548K
$33.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.19K- 6.93% |
$259K - $285K
|
56.3K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.22K- 3.6% |
$260K - $286K
|
113K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-4.33K- 16.04% |
$267K - $294K
|
22.6K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-4.35K- 2.45% |
$269K - $296K
|
173K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-4.39K- 1.47% |
$271K - $298K
|
295K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.39K- 12.35% |
$271K - $298K
|
31.2K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-4.41K- 7.51% |
$272K - $299K
|
54.3K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.43K- 27.53% |
$273K - $300K
|
11.7K
$707K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.43K- 0.28% |
$273K - $301K
|
1.59M
$96.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.48K- 11.86% |
$276K - $304K
|
33.3K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-4.58K- 11.53% |
$283K - $311K
|
35.2K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.59K- 2.25% |
$283K - $312K
|
199K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.63K- 2.94% |
$286K - $314K
|
153K
$9.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.65K- 2.25% |
$287K - $315K
|
201K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.69K- 42.87% |
$289K - $318K
|
6.24K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.69K- 2.06% |
$290K - $319K
|
223K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.82K- 1.85% |
$297K - $327K
|
255K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-4.84K- 2.01% |
$299K - $329K
|
236K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.91K- 27.72% |
$303K - $333K
|
12.8K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.02K- 81.35% |
$309K - $340K
|
1.15K
$69.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.19K- 1.08% |
$320K - $352K
|
476K
$28.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 26.24% |
$321K - $353K
|
14.6K
$889K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.32K- 4.69% |
$328K - $361K
|
108K
$6.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.35K- 0.31% |
$330K - $363K
|
1.71M
$104M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.46K- 23.73% |
$337K - $370K
|
17.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.53K- 2.47% |
$341K - $376K
|
219K
$13.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.6K- 22.69% |
$345K - $380K
|
19.1K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.68K- 5.34% |
$350K - $385K
|
101K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.72K- 9.31% |
$353K - $388K
|
55.8K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.72K- 27.32% |
$353K - $388K
|
15.2K
$924K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-5.74K- 16.36% |
$354K - $390K
|
29.4K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-5.85K- 2.43% |
$361K - $397K
|
235K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.86K- 1.27% |
$361K - $397K
|
455K
$27.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.94K- 1.87% |
$367K - $403K
|
312K
$19M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-5.95K- 3.9% |
$367K - $403K
|
146K
$8.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-5.95K- 3.14% |
$367K - $404K
|
184K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.98K- 5.49% |
$369K - $406K
|
103K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.07K- 2.61% |
$375K - $412K
|
226K
$13.7M
|