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
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45.8K- 18.76% |
$2.82M - $3.11M
|
198K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-47.1K- 88.98% |
$2.91M - $3.2M
|
5.84K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 3.6% |
$2.93M - $3.23M
|
1.27M
$81.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47.6K- 4.03% |
$2.94M - $3.23M
|
1.13M
$72.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-48.7K- 3.45% |
$3M - $3.3M
|
1.36M
$87.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50.2K- 45.68% |
$3.1M - $3.41M
|
59.7K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-50.4K- 5.45% |
$3.11M - $3.42M
|
874K
$56M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58.9K- 2.46% |
$3.63M - $4M
|
2.34M
$150M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-61.1K- 63.09% |
$3.77M - $4.15M
|
35.7K
$2.29M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-65.1K- 8.3% |
$4.02M - $4.42M
|
720K
$46.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67K- 7.27% |
$4.13M - $4.55M
|
854K
$54.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-68.3K- 38.65% |
$4.21M - $4.63M
|
108K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-69K- 40.57% |
$4.26M - $4.68M
|
101K
$6.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-72.9K- 13.16% |
$4.49M - $4.95M
|
481K
$30.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-74.3K- 24.02% |
$4.58M - $5.04M
|
235K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-80.9K- 3.35% |
$4.99M - $5.49M
|
2.33M
$149M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83.6K- 8.12% |
$5.15M - $5.67M
|
946K
$60.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-91K- 1.81% |
$5.61M - $6.18M
|
4.94M
$317M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-93.9K- 69.93% |
$5.79M - $6.38M
|
40.4K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-110K- 70.94% |
$6.77M - $7.45M
|
45K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$12.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-115K- 95.31% |
$7.12M - $7.83M
|
5.69K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 6.39% |
$7.85M - $8.64M
|
1.86M
$119M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-178K- 37.62% |
$11M - $12.1M
|
296K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-209K- 46.89% |
$12.9M - $14.2M
|
236K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218K- 28.93% |
$13.5M - $14.8M
|
536K
$34.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-236K- 49.74% |
$14.6M - $16M
|
238K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-535K- 16.88% |
$33M - $36.3M
|
2.63M
$169M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7M- 98.32% |
$105M - $115M
|
29K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.88M- 97.97% |
$362M - $399M
|
122K
$7.81M
|