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
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.56K- 2.18% |
$219K - $241K
|
160K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.58K- 17.05% |
$221K - $243K
|
17.4K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.63K- 2.5% |
$224K - $246K
|
142K
$9.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.67K- 10.14% |
$226K - $249K
|
32.5K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.76K- 53.63% |
$232K - $255K
|
3.25K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.77K- 6.78% |
$233K - $256K
|
51.9K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.78K- 48.48% |
$233K - $256K
|
4.01K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.83K- 4.66% |
$236K - $260K
|
78.3K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.03K- 2.61% |
$248K - $273K
|
151K
$9.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.06K- 2.72% |
$250K - $275K
|
145K
$9.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.14K- 16.1% |
$255K - $281K
|
21.6K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.18K- 0.76% |
$258K - $283K
|
548K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.22K- 3.6% |
$260K - $286K
|
113K
$7.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-4.33K- 16.04% |
$267K - $294K
|
22.6K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-4.35K- 2.45% |
$269K - $296K
|
173K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-4.39K- 1.47% |
$271K - $298K
|
295K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.39K- 12.35% |
$271K - $298K
|
31.2K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.43K- 27.53% |
$273K - $300K
|
11.7K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.59K- 2.25% |
$283K - $312K
|
199K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.63K- 2.94% |
$286K - $314K
|
153K
$9.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.82K- 1.85% |
$297K - $327K
|
255K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-4.84K- 2.01% |
$299K - $329K
|
236K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.91K- 27.72% |
$303K - $333K
|
12.8K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.02K- 81.35% |
$309K - $340K
|
1.15K
$73.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.19K- 1.08% |
$320K - $352K
|
476K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 26.24% |
$321K - $353K
|
14.6K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.32K- 4.69% |
$328K - $361K
|
108K
$6.93M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.53K- 2.47% |
$341K - $376K
|
219K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.72K- 9.31% |
$353K - $388K
|
55.8K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.72K- 27.32% |
$353K - $388K
|
15.2K
$975K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-5.74K- 16.36% |
$354K - $390K
|
29.4K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.94K- 1.87% |
$367K - $403K
|
312K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-5.95K- 3.9% |
$367K - $403K
|
146K
$9.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-5.95K- 3.14% |
$367K - $404K
|
184K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.98K- 5.49% |
$369K - $406K
|
103K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.19K- 14.27% |
$382K - $420K
|
37.2K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.21K- 29.48% |
$383K - $422K
|
14.9K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.23K- 1.98% |
$384K - $423K
|
309K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.24K- 7.37% |
$385K - $424K
|
78.4K
$5.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.31K- 31.25% |
$389K - $429K
|
13.9K
$890K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.44K- 21.78% |
$397K - $437K
|
23.1K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.51K- 0.84% |
$401K - $442K
|
764K
$49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-6.83K- 7.65% |
$421K - $463K
|
82.5K
$5.28M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-7.42K- 1.36% |
$457K - $503K
|
540K
$34.6M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.46K- 68.72% |
$460K - $506K
|
3.4K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7.82K- 3.23% |
$482K - $530K
|
234K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.89K- 51.33% |
$486K - $535K
|
7.48K
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.92K- 17.05% |
$488K - $537K
|
38.5K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.01K- 54.85% |
$494K - $544K
|
6.59K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.21K- 4.83% |
$506K - $557K
|
162K
$10.4M
|