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 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-882- 8.87% |
$54.4K - $59.9K
|
9.06K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-895- 0.83% |
$55.2K - $60.7K
|
107K
$6.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-949- 4.87% |
$58.5K - $64.4K
|
18.6K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-977- 6.54% |
$60.3K - $66.3K
|
14K
$903K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-983- 3.49% |
$60.6K - $66.7K
|
27.1K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-991- 4.93% |
$61.1K - $67.3K
|
19.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-995- 1.16% |
$61.4K - $67.5K
|
85K
$5.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 1.92% |
$62K - $68.2K
|
51.4K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.05K- 44.85% |
$64.5K - $70.9K
|
1.29K
$83.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.05K- 1.6% |
$65K - $71.5K
|
64.7K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 23.2% |
$67.8K - $74.6K
|
3.64K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.1K- 1.65% |
$68.1K - $74.9K
|
65.8K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.11K- 15.91% |
$68.4K - $75.3K
|
5.86K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.13K- 36.51% |
$69.7K - $76.7K
|
1.97K
$127K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 0.31% |
$69.8K - $76.8K
|
360K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 32.13% |
$70.4K - $77.4K
|
2.41K
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.34% |
$70.5K - $77.6K
|
84K
$5.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.15K- 1.06% |
$71.1K - $78.3K
|
108K
$6.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.44% |
$72.2K - $79.5K
|
46.8K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.17K- 0.22% |
$72.4K - $79.7K
|
542K
$35.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.19K- 0.3% |
$73.2K - $80.6K
|
400K
$25.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$73.3K - $80.7K
|
93.7K
$6.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.21K- 4.37% |
$74.6K - $82.1K
|
26.5K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.22K- 26.56% |
$74.9K - $82.5K
|
3.36K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.27K- 16.58% |
$78.3K - $86.2K
|
6.39K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.27K- 3.85% |
$78.6K - $86.5K
|
31.8K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.31K- 0.86% |
$80.9K - $89K
|
150K
$9.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.38K- 3.26% |
$84.8K - $93.3K
|
40.8K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.4K- 1.72% |
$86.4K - $95K
|
80K
$5.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.41K- 1.2% |
$86.7K - $95.4K
|
116K
$7.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 3.75% |
$89.5K - $98.5K
|
37.2K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.46K- 2.19% |
$90K - $99K
|
65.3K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 8.57% |
$92K - $101K
|
15.9K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.51K- 2.22% |
$93.1K - $102K
|
66.6K
$4.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.57K- 26.94% |
$96.5K - $106K
|
4.25K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.98% |
$96.8K - $106K
|
51.1K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.62K- 0.72% |
$99.9K - $110K
|
224K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.65K- 1.39% |
$102K - $112K
|
117K
$7.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.68K- 0.41% |
$104K - $114K
|
404K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.69K- 4.04% |
$104K - $114K
|
40K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 8.61% |
$106K - $117K
|
18.3K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.06% |
$107K - $117K
|
82.4K
$5.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.86K- 21.94% |
$115K - $126K
|
6.61K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86K- 18.71% |
$115K - $126K
|
8.07K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.87K- 6.52% |
$115K - $127K
|
26.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.89K- 13.6% |
$117K - $128K
|
12K
$776K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.92K- 3.67% |
$118K - $130K
|
50.3K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.92K- 4.15% |
$118K - $130K
|
44.3K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.07% |
$119K - $131K
|
179K
$11.6M
|