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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.69K- 2.06% |
$290K - $319K
|
223K
$12.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.82K- 1.85% |
$297K - $327K
|
255K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-4.84K- 2.01% |
$299K - $329K
|
236K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.91K- 27.72% |
$303K - $333K
|
12.8K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.02K- 81.35% |
$309K - $340K
|
1.15K
$63.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.19K- 1.08% |
$320K - $352K
|
476K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 26.24% |
$321K - $353K
|
14.6K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.32K- 4.69% |
$328K - $361K
|
108K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.35K- 0.31% |
$330K - $363K
|
1.71M
$94M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.46K- 23.73% |
$337K - $370K
|
17.5K
$964K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.53K- 2.47% |
$341K - $376K
|
219K
$12M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.6K- 22.69% |
$345K - $380K
|
19.1K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.68K- 5.34% |
$350K - $385K
|
101K
$5.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.72K- 9.31% |
$353K - $388K
|
55.8K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.72K- 27.32% |
$353K - $388K
|
15.2K
$837K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-5.74K- 16.36% |
$354K - $390K
|
29.4K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-5.85K- 2.43% |
$361K - $397K
|
235K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.86K- 1.27% |
$361K - $397K
|
455K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.94K- 1.87% |
$367K - $403K
|
312K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-5.95K- 3.9% |
$367K - $403K
|
146K
$8.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-5.95K- 3.14% |
$367K - $404K
|
184K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.98K- 5.49% |
$369K - $406K
|
103K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.07K- 2.61% |
$375K - $412K
|
226K
$12.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.11K- 6.43% |
$377K - $415K
|
88.9K
$4.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.19K- 14.27% |
$382K - $420K
|
37.2K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.21K- 29.48% |
$383K - $422K
|
14.9K
$817K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.23K- 1.98% |
$384K - $423K
|
309K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.24K- 7.37% |
$385K - $424K
|
78.4K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.31K- 31.25% |
$389K - $429K
|
13.9K
$764K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.44K- 21.78% |
$397K - $437K
|
23.1K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.44K- 3.64% |
$397K - $437K
|
170K
$9.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.51K- 0.84% |
$401K - $442K
|
764K
$42M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 6.12% |
$409K - $450K
|
102K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.79K- 11.66% |
$419K - $461K
|
51.4K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-6.83K- 7.65% |
$421K - $463K
|
82.5K
$4.53M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-7.4K- 3.54% |
$456K - $502K
|
202K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-7.42K- 1.36% |
$457K - $503K
|
540K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.46K- 68.72% |
$460K - $506K
|
3.4K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.58K- 9.74% |
$467K - $514K
|
70.2K
$3.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7.82K- 3.23% |
$482K - $530K
|
234K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.89K- 51.33% |
$486K - $535K
|
7.48K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.92K- 17.05% |
$488K - $537K
|
38.5K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.01K- 54.85% |
$494K - $544K
|
6.59K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.02K- 92.03% |
$494K - $544K
|
694
$38.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.1K- 6.72% |
$499K - $549K
|
112K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.21K- 4.83% |
$506K - $557K
|
162K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.22K- 70.09% |
$507K - $558K
|
3.51K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-8.35K- 2.25% |
$515K - $567K
|
362K
$19.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.43K- 7.16% |
$520K - $572K
|
109K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.47K- 42.95% |
$523K - $575K
|
11.3K
$619K
|