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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-216- 8.57% |
$13.3K - $14.7K
|
2.3K
$151K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 1.86% |
$13.4K - $14.7K
|
11.4K
$752K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-217- 4.68% |
$13.4K - $14.7K
|
4.42K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-219- 3.32% |
$13.5K - $14.9K
|
6.38K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-221- 34.32% |
$13.6K - $15K
|
423
$27.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-222- 0.6% |
$13.7K - $15.1K
|
36.7K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-225- 4.76% |
$13.9K - $15.3K
|
4.5K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-227- 0.54% |
$14K - $15.4K
|
42.2K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-227- 0.62% |
$14K - $15.4K
|
36.3K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-227- 1.69% |
$14K - $15.4K
|
13.2K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-227- 0.89% |
$14K - $15.4K
|
25.4K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-229- 0.25% |
$14.1K - $15.5K
|
90.6K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-230- 3.65% |
$14.2K - $15.6K
|
6.07K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-230- 1.66% |
$14.2K - $15.6K
|
13.7K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-236- 2.53% |
$14.6K - $16K
|
9.1K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-240- 1.69% |
$14.8K - $16.3K
|
14K
$920K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-242- 1.49% |
$14.9K - $16.4K
|
16K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-250- 5.01% |
$15.4K - $17K
|
4.75K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-255- 4.21% |
$15.7K - $17.3K
|
5.8K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-257- 4.71% |
$15.9K - $17.4K
|
5.2K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-258- 2.37% |
$15.9K - $17.5K
|
10.6K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-265- 3.05% |
$16.3K - $18K
|
8.43K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-268- 0.28% |
$16.5K - $18.2K
|
94.5K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-270- 1.3% |
$16.7K - $18.3K
|
20.4K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-272- 3.02% |
$16.8K - $18.5K
|
8.75K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.41M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-276- 2.37% |
$17K - $18.7K
|
11.4K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-284- 0.87% |
$17.5K - $19.3K
|
32.2K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-287- 0.03% |
$17.7K - $19.5K
|
1.13M
$74.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-288- 2.0% |
$17.8K - $19.5K
|
14.1K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-289- 0.61% |
$17.8K - $19.6K
|
47.1K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-290- 1.51% |
$17.9K - $19.7K
|
18.9K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-290- 5.86% |
$17.9K - $19.7K
|
4.66K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-290- 0.28% |
$17.9K - $19.7K
|
104K
$6.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-291- 6.64% |
$17.9K - $19.8K
|
4.09K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-296- 2.48% |
$18.3K - $20.1K
|
11.6K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 0.52% |
$18.6K - $20.5K
|
58K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-304- 0.08% |
$18.8K - $20.6K
|
391K
$25.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-305- 1.37% |
$18.8K - $20.7K
|
21.9K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-305- 4.41% |
$18.8K - $20.7K
|
6.61K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-309- 0.1% |
$19.1K - $21K
|
295K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-309- 1.11% |
$19.1K - $21K
|
27.5K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-310- 3.79% |
$19.1K - $21K
|
7.87K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-313- 2.34% |
$19.3K - $21.2K
|
13.1K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-315- 2.21% |
$19.4K - $21.4K
|
13.9K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-316- 1.05% |
$19.5K - $21.4K
|
29.8K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-324- 41.06% |
$20K - $22K
|
465
$30.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-330- 1.18% |
$20.4K - $22.4K
|
27.7K
$1.83M
|