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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-95- 2.83% |
$5.86K - $6.45K
|
3.27K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.09% |
$6.04K - $6.65K
|
4.58K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 0.71% |
$6.17K - $6.79K
|
14K
$867K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-103- 0.96% |
$6.35K - $6.99K
|
10.6K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-105- 0.39% |
$6.48K - $7.13K
|
26.7K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-108- 2.08% |
$6.66K - $7.33K
|
5.1K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-108- 1.89% |
$6.66K - $7.33K
|
5.61K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-109- 1.35% |
$6.72K - $7.4K
|
7.97K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-111- 0.74% |
$6.85K - $7.53K
|
15K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-112- 0.67% |
$6.91K - $7.6K
|
16.7K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 0.92% |
$7.03K - $7.74K
|
12.3K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-114- 1.05% |
$7.03K - $7.74K
|
10.7K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-115- 0.59% |
$7.09K - $7.81K
|
19.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-116- 0.94% |
$7.15K - $7.87K
|
12.3K
$761K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-117- 0.05% |
$7.22K - $7.94K
|
219K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-118- 3.0% |
$7.28K - $8.01K
|
3.81K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-119- 1.05% |
$7.34K - $8.08K
|
11.3K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-120- 0.17% |
$7.4K - $8.14K
|
71.7K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-121- 0.85% |
$7.46K - $8.21K
|
14.1K
$875K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-122- 0.19% |
$7.52K - $8.28K
|
62.8K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-122- 0.69% |
$7.52K - $8.28K
|
17.7K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-125- 0.38% |
$7.71K - $8.48K
|
32.8K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-125- 5.85% |
$7.71K - $8.48K
|
2.01K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-127- 0.35% |
$7.83K - $8.62K
|
36.5K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-128- 0.19% |
$7.9K - $8.69K
|
68K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-130- 0.1% |
$8.02K - $8.82K
|
130K
$8.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-134- 1.48% |
$8.27K - $9.09K
|
8.91K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-135- 1.76% |
$8.33K - $9.16K
|
7.53K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-137- 3.96% |
$8.45K - $9.3K
|
3.33K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-140- 0.82% |
$8.64K - $9.5K
|
16.9K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-140- 0.2% |
$8.64K - $9.5K
|
68.5K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-141- 2.36% |
$8.7K - $9.57K
|
5.84K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-142- 0.54% |
$8.76K - $9.64K
|
25.9K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-145- 1.3% |
$8.94K - $9.84K
|
11K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-145- 2.12% |
$8.94K - $9.84K
|
6.71K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-146- 4.28% |
$9.01K - $9.91K
|
3.27K
$202K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-147- 0.56% |
$9.07K - $9.98K
|
26K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-151- 0.7% |
$9.31K - $10.2K
|
21.4K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-155- 1.91% |
$9.56K - $10.5K
|
7.96K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-155- 1.26% |
$9.56K - $10.5K
|
12.2K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 4.24% |
$9.68K - $10.7K
|
3.55K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-157- 0.06% |
$9.68K - $10.7K
|
280K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-159- 2.29% |
$9.81K - $10.8K
|
6.8K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-160- 4.46% |
$9.87K - $10.9K
|
3.43K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-161- 2.3% |
$9.93K - $10.9K
|
6.85K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-161- 0.42% |
$9.93K - $10.9K
|
37.9K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-163- 2.42% |
$10.1K - $11.1K
|
6.59K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-164- 0.91% |
$10.1K - $11.1K
|
17.8K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-170- 0.42% |
$10.5K - $11.5K
|
40.1K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-170- 0.41% |
$10.5K - $11.5K
|
41K
$2.54M
|