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
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-45.1K- 20.7% |
$2.78M - $3.06M
|
173K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 3.6% |
$2.93M - $3.23M
|
1.27M
$82.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47.6K- 4.03% |
$2.94M - $3.23M
|
1.13M
$73.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-48.7K- 3.45% |
$3M - $3.3M
|
1.36M
$88M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50.2K- 45.68% |
$3.1M - $3.41M
|
59.7K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-50.4K- 5.45% |
$3.11M - $3.42M
|
874K
$56.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58.9K- 2.46% |
$3.63M - $4M
|
2.34M
$151M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-65.1K- 8.3% |
$4.02M - $4.42M
|
720K
$46.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67K- 7.27% |
$4.13M - $4.55M
|
854K
$55.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-68.3K- 38.65% |
$4.21M - $4.63M
|
108K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-69K- 40.57% |
$4.26M - $4.68M
|
101K
$6.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-72.9K- 13.16% |
$4.49M - $4.95M
|
481K
$31.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-74.3K- 24.02% |
$4.58M - $5.04M
|
235K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-80.9K- 3.35% |
$4.99M - $5.49M
|
2.33M
$151M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83.6K- 8.12% |
$5.15M - $5.67M
|
946K
$61.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-91K- 1.81% |
$5.61M - $6.18M
|
4.94M
$320M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-93.9K- 69.93% |
$5.79M - $6.38M
|
40.4K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-110K- 70.94% |
$6.77M - $7.45M
|
45K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-115K- 95.31% |
$7.12M - $7.83M
|
5.69K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-178K- 37.62% |
$11M - $12.1M
|
296K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218K- 28.93% |
$13.5M - $14.8M
|
536K
$34.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-236K- 49.74% |
$14.6M - $16M
|
238K
$15.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7M- 98.32% |
$105M - $115M
|
29K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.88M- 97.97% |
$362M - $399M
|
122K
$7.88M
|