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 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-9- 0.12% |
$555 - $611
|
7.76K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-9- 0.23% |
$555 - $611
|
3.95K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-12- 0.08% |
$740 - $814
|
14.5K
$954K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 5.78% |
$802 - $882
|
212
$13.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 2.37% |
$802 - $882
|
535
$35.2K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15- 0.1% |
$925 - $1.02K
|
14.5K
$955K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.06% |
$925 - $1.02K
|
24K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.14% |
$925 - $1.02K
|
10.4K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.09% |
$1.23K - $1.36K
|
21.5K
$1.41M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-20Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-21- 0.28% |
$1.3K - $1.43K
|
7.6K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-23- 0.53% |
$1.42K - $1.56K
|
4.35K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-24- 0.31% |
$1.48K - $1.63K
|
7.84K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.21% |
$1.54K - $1.7K
|
12.1K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-26- 0.36% |
$1.6K - $1.76K
|
7.12K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28- 0.11% |
$1.73K - $1.9K
|
24.6K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-28- 0.34% |
$1.73K - $1.9K
|
8.28K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.41% |
$1.73K - $1.9K
|
6.83K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-29- 0.12% |
$1.79K - $1.97K
|
23.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30- 0.82% |
$1.85K - $2.04K
|
3.63K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
32.9K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
33.3K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-33- 0.76% |
$2.04K - $2.24K
|
4.33K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-33- 0.05% |
$2.04K - $2.24K
|
68.7K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-33- 0.77% |
$2.04K - $2.24K
|
4.25K
$279K
|
|
|
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
$447K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-35- 0.45% |
$2.16K - $2.38K
|
7.71K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-37- 0.5% |
$2.28K - $2.51K
|
7.32K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.26% |
$2.53K - $2.78K
|
15.5K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-42- 0.75% |
$2.59K - $2.85K
|
5.57K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-44- 0.07% |
$2.71K - $2.99K
|
66.8K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45- 0.07% |
$2.78K - $3.05K
|
60.3K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 0.32% |
$2.78K - $3.05K
|
14.1K
$927K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-45- 0.21% |
$2.78K - $3.05K
|
21.3K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.71% |
$2.84K - $3.12K
|
6.4K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 0.99% |
$2.9K - $3.19K
|
4.71K
$310K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-47- 0.41% |
$2.9K - $3.19K
|
11.3K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-48- 0.6% |
$2.96K - $3.26K
|
7.99K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 10.55% |
$2.96K - $3.26K
|
407
$26.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-50- 0.59% |
$3.08K - $3.39K
|
8.37K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 0.25% |
$3.08K - $3.39K
|
19.6K
$1.29M
|
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-51- 1.56% |
$3.15K - $3.46K
|
3.22K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-56- 0.79% |
$3.45K - $3.8K
|
7.03K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.64% |
$3.52K - $3.87K
|
8.9K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-65- 1.33% |
$4.01K - $4.41K
|
4.82K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-66- 0.11% |
$4.07K - $4.48K
|
58K
$3.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.0% |
$4.26K - $4.68K
|
6.83K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-69- 0.45% |
$4.26K - $4.68K
|
15.1K
$993K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 0.83% |
$4.32K - $4.75K
|
8.4K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$666K
|