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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-70- 4.75% |
$4.32K - $4.75K
|
1.41K
$92.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-72- 4.81% |
$4.44K - $4.89K
|
1.42K
$93.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-72- 0.55% |
$4.44K - $4.89K
|
13.1K
$859K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-73- 1.02% |
$4.5K - $4.95K
|
7.07K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-73- 0.34% |
$4.5K - $4.95K
|
21.6K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-75- 0.32% |
$4.63K - $5.09K
|
23.5K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-75- 1.75% |
$4.63K - $5.09K
|
4.2K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-79- 0.49% |
$4.87K - $5.36K
|
16.2K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.06% |
$4.93K - $5.43K
|
132K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 1.08% |
$4.93K - $5.43K
|
7.35K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 0.14% |
$4.93K - $5.43K
|
58.9K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-82- 0.62% |
$5.06K - $5.57K
|
13.1K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85- 0.58% |
$5.24K - $5.77K
|
14.6K
$963K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-86- 0.37% |
$5.3K - $5.84K
|
23.4K
$1.54M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 0.71% |
$5.43K - $5.97K
|
12.3K
$807K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-89- 2.57% |
$5.49K - $6.04K
|
3.37K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-90- 0.61% |
$5.55K - $6.11K
|
14.7K
$969K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-92- 6.09% |
$5.67K - $6.24K
|
1.42K
$93.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-94- 1.71% |
$5.8K - $6.38K
|
5.4K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 0.48% |
$5.86K - $6.45K
|
19.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-95- 2.83% |
$5.86K - $6.45K
|
3.27K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.09% |
$6.04K - $6.65K
|
4.58K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 0.71% |
$6.17K - $6.79K
|
14K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-103- 0.96% |
$6.35K - $6.99K
|
10.6K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-105- 0.39% |
$6.48K - $7.13K
|
26.7K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-108- 2.08% |
$6.66K - $7.33K
|
5.1K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-108- 1.89% |
$6.66K - $7.33K
|
5.61K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-109- 1.35% |
$6.72K - $7.4K
|
7.97K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-111- 0.74% |
$6.85K - $7.53K
|
15K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-112- 0.67% |
$6.91K - $7.6K
|
16.7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 0.92% |
$7.03K - $7.74K
|
12.3K
$811K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-114- 1.05% |
$7.03K - $7.74K
|
10.7K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-115- 0.59% |
$7.09K - $7.81K
|
19.5K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-116- 0.94% |
$7.15K - $7.87K
|
12.3K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-117- 0.05% |
$7.22K - $7.94K
|
219K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-118- 3.0% |
$7.28K - $8.01K
|
3.81K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-119- 1.05% |
$7.34K - $8.08K
|
11.3K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-120- 0.17% |
$7.4K - $8.14K
|
71.7K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-121- 0.85% |
$7.46K - $8.21K
|
14.1K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-122- 0.19% |
$7.52K - $8.28K
|
62.8K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-122- 0.69% |
$7.52K - $8.28K
|
17.7K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-125- 0.38% |
$7.71K - $8.48K
|
32.8K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-125- 5.85% |
$7.71K - $8.48K
|
2.01K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-127- 0.35% |
$7.83K - $8.62K
|
36.5K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-128- 0.19% |
$7.9K - $8.69K
|
68K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-130- 0.1% |
$8.02K - $8.82K
|
130K
$8.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-134- 1.48% |
$8.27K - $9.09K
|
8.91K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-135- 1.76% |
$8.33K - $9.16K
|
7.53K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-137- 3.96% |
$8.45K - $9.3K
|
3.33K
$219K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-138- 1.52% |
$8.51K - $9.37K
|
8.95K
$588K
|