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
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-110K- 70.94% |
$6.77M - $7.45M
|
45K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$11.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-115K- 95.31% |
$7.12M - $7.83M
|
5.69K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 6.39% |
$7.85M - $8.64M
|
1.86M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-138K- 9.74% |
$8.5M - $9.36M
|
1.28M
$74.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-178K- 37.62% |
$11M - $12.1M
|
296K
$17.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-200K- 96.21% |
$12.4M - $13.6M
|
7.9K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-204K- 19.66% |
$12.6M - $13.8M
|
834K
$48.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-209K- 46.89% |
$12.9M - $14.2M
|
236K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218K- 28.93% |
$13.5M - $14.8M
|
536K
$31.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-226K- 28.39% |
$14M - $15.4M
|
571K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-236K- 49.74% |
$14.6M - $16M
|
238K
$13.9M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-260K- 25.79% |
$16M - $17.6M
|
748K
$43.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-289K- 98.42% |
$17.8M - $19.6M
|
4.65K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-324K- 3.77% |
$20M - $22M
|
8.29M
$482M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-373K- 7.09% |
$23M - $25.3M
|
4.89M
$285M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-416K- 99.03% |
$25.6M - $28.2M
|
4.07K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-502K- 47.78% |
$31M - $34.1M
|
549K
$31.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-535K- 16.88% |
$33M - $36.3M
|
2.63M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-544K- 5.71% |
$33.5M - $36.9M
|
8.98M
$522M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-726K- 23.18% |
$44.8M - $49.3M
|
2.41M
$140M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-749K- 22.69% |
$46.2M - $50.8M
|
2.55M
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-975K- 3.94% |
$60.1M - $66.1M
|
23.7M
$1.38B
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.56M- 63.88% |
$96.2M - $106M
|
882K
$51.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7M- 98.32% |
$105M - $115M
|
29K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.6M- 41.65% |
$160M - $176M
|
3.64M
$212M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.88M- 97.97% |
$362M - $399M
|
122K
$7.09M
|