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 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-214- 0.69% |
$13.2K - $14.5K
|
30.9K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-216- 8.57% |
$13.3K - $14.7K
|
2.3K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 1.86% |
$13.4K - $14.7K
|
11.4K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-217- 4.68% |
$13.4K - $14.7K
|
4.42K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-219- 3.32% |
$13.5K - $14.9K
|
6.38K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-221- 34.32% |
$13.6K - $15K
|
423
$27.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-222- 0.6% |
$13.7K - $15.1K
|
36.7K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-225- 4.76% |
$13.9K - $15.3K
|
4.5K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-227- 0.54% |
$14K - $15.4K
|
42.2K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-227- 0.62% |
$14K - $15.4K
|
36.3K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-230- 3.65% |
$14.2K - $15.6K
|
6.07K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-230- 1.66% |
$14.2K - $15.6K
|
13.7K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-240- 1.69% |
$14.8K - $16.3K
|
14K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-242- 1.49% |
$14.9K - $16.4K
|
16K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-250- 5.01% |
$15.4K - $17K
|
4.75K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-255- 4.21% |
$15.7K - $17.3K
|
5.8K
$372K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-257- 4.71% |
$15.9K - $17.4K
|
5.2K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-258- 2.37% |
$15.9K - $17.5K
|
10.6K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-265- 3.05% |
$16.3K - $18K
|
8.43K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-270- 1.3% |
$16.7K - $18.3K
|
20.4K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-276- 2.37% |
$17K - $18.7K
|
11.4K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-284- 0.87% |
$17.5K - $19.3K
|
32.2K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-287- 0.03% |
$17.7K - $19.5K
|
1.13M
$72.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-288- 2.0% |
$17.8K - $19.5K
|
14.1K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-289- 0.61% |
$17.8K - $19.6K
|
47.1K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-290- 1.51% |
$17.9K - $19.7K
|
18.9K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-290- 5.86% |
$17.9K - $19.7K
|
4.66K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 0.52% |
$18.6K - $20.5K
|
58K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-304- 0.08% |
$18.8K - $20.6K
|
391K
$25.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-305- 1.37% |
$18.8K - $20.7K
|
21.9K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-305- 4.41% |
$18.8K - $20.7K
|
6.61K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-309- 0.1% |
$19.1K - $21K
|
295K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-309- 1.11% |
$19.1K - $21K
|
27.5K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-310- 3.79% |
$19.1K - $21K
|
7.87K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-315- 2.21% |
$19.4K - $21.4K
|
13.9K
$892K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-324- 41.06% |
$20K - $22K
|
465
$29.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-330- 1.18% |
$20.4K - $22.4K
|
27.7K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-333- 7.1% |
$20.5K - $22.6K
|
4.35K
$279K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-334- 7.99% |
$20.6K - $22.7K
|
3.85K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-340- 2.57% |
$21K - $23.1K
|
12.9K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-343- 1.8% |
$21.2K - $23.3K
|
18.7K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-345- 5.36% |
$21.3K - $23.4K
|
6.09K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-350- 4.6% |
$21.6K - $23.8K
|
7.26K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-355- 3.73% |
$21.9K - $24.1K
|
9.17K
$587K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-359- 3.07% |
$22.1K - $24.4K
|
11.3K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-365- 35.03% |
$22.5K - $24.8K
|
677
$43.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-368- 1.15% |
$22.7K - $25K
|
31.6K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-370- 6.36% |
$22.8K - $25.1K
|
5.45K
$349K
|