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 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.31K- 0.86% |
$80.9K - $89K
|
150K
$9.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.34K- 4.07% |
$82.4K - $90.7K
|
31.5K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.38K- 3.26% |
$84.8K - $93.3K
|
40.8K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.4K- 1.72% |
$86.4K - $95K
|
80K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.4K- 0.29% |
$86.4K - $95.1K
|
481K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.41K- 1.2% |
$86.7K - $95.4K
|
116K
$7.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 3.75% |
$89.5K - $98.5K
|
37.2K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.46K- 2.19% |
$90K - $99K
|
65.3K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 0.01% |
$90.5K - $99.6K
|
10.9M
$695M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 8.57% |
$92K - $101K
|
15.9K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.5K- 2.82% |
$92.5K - $102K
|
51.7K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.51K- 2.22% |
$93.1K - $102K
|
66.6K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.57K- 26.94% |
$96.5K - $106K
|
4.25K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.98% |
$96.8K - $106K
|
51.1K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.62K- 0.72% |
$99.9K - $110K
|
224K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.65K- 1.39% |
$102K - $112K
|
117K
$7.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.68K- 0.41% |
$104K - $114K
|
404K
$25.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.69K- 4.04% |
$104K - $114K
|
40K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 8.61% |
$106K - $117K
|
18.3K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.73K- 9.47% |
$107K - $117K
|
16.5K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.06% |
$107K - $117K
|
82.4K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.81K- 2.18% |
$112K - $123K
|
81.4K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.86K- 21.94% |
$115K - $126K
|
6.61K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86K- 18.71% |
$115K - $126K
|
8.07K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.87K- 6.52% |
$115K - $127K
|
26.8K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.87K- 5.95% |
$116K - $127K
|
29.6K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.89K- 13.6% |
$117K - $128K
|
12K
$769K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.92K- 3.67% |
$118K - $130K
|
50.3K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.92K- 4.15% |
$118K - $130K
|
44.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.07% |
$119K - $131K
|
179K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.96K- 1.16% |
$121K - $133K
|
167K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.98K- 0.13% |
$122K - $134K
|
1.58M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.98K- 4.05% |
$122K - $134K
|
46.9K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.99K- 0.17% |
$122K - $135K
|
1.14M
$73.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.01K- 0.46% |
$124K - $136K
|
437K
$28M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.03K- 5.04% |
$125K - $138K
|
38.3K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-2.09K- 20.05% |
$129K - $142K
|
8.32K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.1K- 28.59% |
$130K - $143K
|
5.25K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.12K- 0.4% |
$131K - $144K
|
521K
$33.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.13K- 20.47% |
$131K - $144K
|
8.26K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.15K- 5.11% |
$132K - $146K
|
39.9K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.15K- 3.24% |
$133K - $146K
|
64.2K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 6.6% |
$133K - $146K
|
30.5K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 12.95% |
$133K - $146K
|
14.5K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.24K- 8.31% |
$138K - $152K
|
24.7K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.25K- 1.26% |
$139K - $153K
|
177K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.27K- 1.74% |
$140K - $154K
|
128K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.3K- 19.32% |
$142K - $156K
|
9.62K
$616K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.32K- 2.65% |
$143K - $158K
|
85.3K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.39K- 24.94% |
$148K - $162K
|
7.2K
$461K
|