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 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.73K- 9.47% |
$107K - $117K
|
16.5K
$1.09M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.73K- 1.03% |
$107K - $117K
|
167K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.06% |
$107K - $117K
|
82.4K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.74K- 30.98% |
$107K - $118K
|
3.87K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 4.14% |
$108K - $119K
|
40.7K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.8K- 5.22% |
$111K - $122K
|
32.6K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.81K- 2.18% |
$112K - $123K
|
81.4K
$5.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.86K- 21.94% |
$115K - $126K
|
6.61K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86K- 18.71% |
$115K - $126K
|
8.07K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.87K- 6.52% |
$115K - $127K
|
26.8K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.87K- 5.95% |
$116K - $127K
|
29.6K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.88K- 27.74% |
$116K - $127K
|
4.89K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.89K- 13.6% |
$117K - $128K
|
12K
$790K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.92K- 3.67% |
$118K - $130K
|
50.3K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.92K- 4.15% |
$118K - $130K
|
44.3K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.07% |
$119K - $131K
|
179K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 1.47% |
$120K - $132K
|
130K
$8.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.96K- 1.16% |
$121K - $133K
|
167K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.98K- 0.13% |
$122K - $134K
|
1.58M
$104M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.98K- 4.05% |
$122K - $134K
|
46.9K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.99K- 0.17% |
$122K - $135K
|
1.14M
$75.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.01K- 0.46% |
$124K - $136K
|
437K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.03K- 5.04% |
$125K - $138K
|
38.3K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-2.09K- 20.05% |
$129K - $142K
|
8.32K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.09K- 1.68% |
$129K - $142K
|
123K
$8.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.1K- 28.59% |
$130K - $143K
|
5.25K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.12K- 0.4% |
$131K - $144K
|
521K
$34.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.12K- 27.08% |
$131K - $144K
|
5.72K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.13K- 20.47% |
$131K - $144K
|
8.26K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.13K- 0.44% |
$132K - $145K
|
481K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 2.97% |
$132K - $145K
|
70K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 0.42% |
$132K - $146K
|
512K
$33.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.15K- 5.11% |
$132K - $146K
|
39.9K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.15K- 3.24% |
$133K - $146K
|
64.2K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 6.6% |
$133K - $146K
|
30.5K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 12.95% |
$133K - $146K
|
14.5K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.18K- 3.51% |
$134K - $148K
|
59.8K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.2K- 16.78% |
$136K - $149K
|
10.9K
$718K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.21K- 3.15% |
$136K - $150K
|
67.9K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.24K- 8.31% |
$138K - $152K
|
24.7K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.25K- 1.26% |
$139K - $153K
|
177K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.27K- 1.74% |
$140K - $154K
|
128K
$8.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 3.65% |
$140K - $154K
|
60K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.3K- 6.25% |
$142K - $156K
|
34.5K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.3K- 19.32% |
$142K - $156K
|
9.62K
$633K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.32K- 2.88% |
$143K - $157K
|
78K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.32K- 2.65% |
$143K - $158K
|
85.3K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.35K- 1.81% |
$145K - $159K
|
128K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.36K- 7.54% |
$145K - $160K
|
28.9K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.37K- 5.33% |
$146K - $161K
|
42K
$2.77M
|