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
|
Essex Financial Services, Inc.
|
SELL
|
- |
-895- 0.83% |
$55.2K - $60.7K
|
107K
$6.69M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-927- 12.28% |
$57.2K - $62.9K
|
6.62K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-946- 2.28% |
$58.3K - $64.2K
|
40.6K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-949- 4.87% |
$58.5K - $64.4K
|
18.6K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-949- 11.07% |
$58.5K - $64.4K
|
7.63K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-964- 4.8% |
$59.5K - $65.4K
|
19.1K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-977- 6.54% |
$60.3K - $66.3K
|
14K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-983- 3.49% |
$60.6K - $66.7K
|
27.1K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-983- 1.1% |
$60.6K - $66.7K
|
88.1K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-990- 0.4% |
$61.1K - $67.2K
|
248K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-991- 4.93% |
$61.1K - $67.3K
|
19.1K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-995- 1.16% |
$61.4K - $67.5K
|
85K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-995- 1.52% |
$61.4K - $67.5K
|
64.4K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 1.06% |
$61.7K - $67.9K
|
93.6K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1K- 1.03% |
$61.7K - $67.9K
|
96.3K
$6.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 1.92% |
$62K - $68.2K
|
51.4K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.01K- 0.34% |
$62.1K - $68.3K
|
291K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.02K- 1.93% |
$62.9K - $69.2K
|
51.7K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.05K- 44.85% |
$64.5K - $70.9K
|
1.29K
$80.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.05K- 8.84% |
$64.8K - $71.3K
|
10.8K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.05K- 1.6% |
$65K - $71.5K
|
64.7K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.1K- 23.2% |
$67.8K - $74.6K
|
3.64K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.1K- 1.65% |
$68.1K - $74.9K
|
65.8K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.1K- 2.15% |
$68.1K - $74.9K
|
50.3K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.11K- 15.91% |
$68.4K - $75.3K
|
5.86K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.13K- 36.51% |
$69.7K - $76.7K
|
1.97K
$123K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-1.13K- 0.31% |
$69.8K - $76.8K
|
360K
$22.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 2.93% |
$70.3K - $77.4K
|
37.7K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 32.13% |
$70.4K - $77.4K
|
2.41K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.34% |
$70.5K - $77.6K
|
84K
$5.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.15K- 1.06% |
$71.1K - $78.3K
|
108K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.16K- 0.6% |
$71.5K - $78.7K
|
192K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.44% |
$72.2K - $79.5K
|
46.8K
$2.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.4% |
$72.3K - $79.5K
|
290K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.17K- 0.22% |
$72.4K - $79.7K
|
542K
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.18K- 3.0% |
$72.5K - $79.7K
|
38K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.19K- 0.3% |
$73.2K - $80.6K
|
400K
$25.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$73.3K - $80.7K
|
93.7K
$5.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.21K- 4.37% |
$74.6K - $82.1K
|
26.5K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.21K- 23.27% |
$74.6K - $82.1K
|
3.99K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.22K- 26.56% |
$74.9K - $82.5K
|
3.36K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.22K- 3.58% |
$75.2K - $82.8K
|
32.8K
$2.06M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.22K- 14.32% |
$75.2K - $82.8K
|
7.3K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.23K- 0.81% |
$76K - $83.6K
|
151K
$9.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 2.04% |
$76.8K - $84.5K
|
59.8K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.25K- 16.27% |
$77.3K - $85.1K
|
6.45K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 22.75% |
$78K - $85.9K
|
4.3K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.27K- 16.58% |
$78.3K - $86.2K
|
6.39K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.27K- 3.85% |
$78.6K - $86.5K
|
31.8K
$2M
|