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 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28- 0.11% |
$1.73K - $1.9K
|
24.6K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-28- 0.34% |
$1.73K - $1.9K
|
8.28K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.41% |
$1.73K - $1.9K
|
6.83K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-29- 0.12% |
$1.79K - $1.97K
|
23.4K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30- 0.82% |
$1.85K - $2.04K
|
3.63K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
32.9K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
33.3K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-33- 0.76% |
$2.04K - $2.24K
|
4.33K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-33- 0.05% |
$2.04K - $2.24K
|
68.7K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-33- 0.77% |
$2.04K - $2.24K
|
4.25K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-34- 0.5% |
$2.1K - $2.31K
|
6.8K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-37- 0.5% |
$2.28K - $2.51K
|
7.32K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.26% |
$2.53K - $2.78K
|
15.5K
$960K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-42- 0.75% |
$2.59K - $2.85K
|
5.57K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-44- 0.07% |
$2.71K - $2.99K
|
66.8K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45- 0.07% |
$2.78K - $3.05K
|
60.3K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 0.32% |
$2.78K - $3.05K
|
14.1K
$874K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.71% |
$2.84K - $3.12K
|
6.4K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 0.99% |
$2.9K - $3.19K
|
4.71K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-48- 0.6% |
$2.96K - $3.26K
|
7.99K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 10.55% |
$2.96K - $3.26K
|
407
$25.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-50- 0.59% |
$3.08K - $3.39K
|
8.37K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 0.25% |
$3.08K - $3.39K
|
19.6K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-56- 0.79% |
$3.45K - $3.8K
|
7.03K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.64% |
$3.52K - $3.87K
|
8.9K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-65- 1.33% |
$4.01K - $4.41K
|
4.82K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-66- 0.11% |
$4.07K - $4.48K
|
58K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.0% |
$4.26K - $4.68K
|
6.83K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-69- 0.45% |
$4.26K - $4.68K
|
15.1K
$936K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 0.83% |
$4.32K - $4.75K
|
8.4K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-70- 4.75% |
$4.32K - $4.75K
|
1.41K
$87.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-72- 4.81% |
$4.44K - $4.89K
|
1.42K
$88.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-72- 0.55% |
$4.44K - $4.89K
|
13.1K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-73- 1.02% |
$4.5K - $4.95K
|
7.07K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-73- 0.34% |
$4.5K - $4.95K
|
21.6K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-75- 0.32% |
$4.63K - $5.09K
|
23.5K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-75- 1.75% |
$4.63K - $5.09K
|
4.2K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-79- 0.49% |
$4.87K - $5.36K
|
16.2K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.06% |
$4.93K - $5.43K
|
132K
$8.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 1.08% |
$4.93K - $5.43K
|
7.35K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 0.14% |
$4.93K - $5.43K
|
58.9K
$3.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-82- 0.62% |
$5.06K - $5.57K
|
13.1K
$810K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85- 0.58% |
$5.24K - $5.77K
|
14.6K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-86- 0.37% |
$5.3K - $5.84K
|
23.4K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-89- 2.57% |
$5.49K - $6.04K
|
3.37K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-90- 0.61% |
$5.55K - $6.11K
|
14.7K
$913K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-92- 6.09% |
$5.67K - $6.24K
|
1.42K
$87.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-94- 1.71% |
$5.8K - $6.38K
|
5.4K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 0.48% |
$5.86K - $6.45K
|
19.8K
$1.23M
|