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
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.39K- 24.94% |
$148K - $162K
|
7.2K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.41K- 40.35% |
$149K - $163K
|
3.56K
$234K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.42K- 6.09% |
$149K - $164K
|
37.3K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.43K- 1.47% |
$150K - $165K
|
162K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.44K- 3.1% |
$150K - $166K
|
76.3K
$5.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.44K- 3.59% |
$151K - $166K
|
65.6K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.47K- 0.84% |
$152K - $168K
|
291K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.48K- 74.26% |
$153K - $168K
|
858
$56.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.48K- 66.53% |
$153K - $168K
|
1.25K
$82.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.49K- 2.02% |
$153K - $169K
|
121K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.5K- 2.59% |
$154K - $170K
|
94K
$6.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.52K- 1.33% |
$155K - $171K
|
187K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.57K- 14.39% |
$158K - $174K
|
15.3K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 36.68% |
$159K - $174K
|
4.44K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.59K- 18.73% |
$160K - $176K
|
11.3K
$740K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.6K- 8.93% |
$161K - $177K
|
26.5K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.61K- 12.17% |
$161K - $177K
|
18.8K
$1.24M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.62K- 6.67% |
$162K - $178K
|
36.7K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.68K- 0.19% |
$165K - $182K
|
1.45M
$95.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-2.69K- 40.2% |
$166K - $183K
|
4.01K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.7K- 35.51% |
$166K - $183K
|
4.9K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.71K- 1.33% |
$167K - $184K
|
201K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.71K- 16.79% |
$167K - $184K
|
13.4K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.71K- 2.48% |
$167K - $184K
|
107K
$7.01M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-2.74K- 0.79% |
$169K - $186K
|
346K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.75K- 2.3% |
$170K - $187K
|
117K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.76K- 22.63% |
$170K - $187K
|
9.44K
$621K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.77K- 4.16% |
$171K - $188K
|
63.9K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 2.46% |
$171K - $188K
|
110K
$7.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.79K- 2.48% |
$172K - $189K
|
110K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.8K- 1.6% |
$173K - $190K
|
172K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.81K- 7.97% |
$173K - $191K
|
32.4K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 2.76% |
$175K - $193K
|
100K
$6.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.84K- 0.8% |
$175K - $193K
|
353K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.84K- 3.22% |
$175K - $193K
|
85.5K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.85K- 23.13% |
$175K - $193K
|
9.46K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.85K- 2.5% |
$176K - $194K
|
111K
$7.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.86K- 8.61% |
$176K - $194K
|
30.3K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.88K- 3.11% |
$178K - $195K
|
89.8K
$5.9M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.88K- 21.55% |
$178K - $195K
|
10.5K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.9K- 10.86% |
$179K - $197K
|
23.8K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 3.92% |
$179K - $197K
|
71.3K
$4.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.93K- 11.06% |
$180K - $199K
|
23.5K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-2.98K- 2.72% |
$184K - $202K
|
107K
$7.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.08K- 2.16% |
$190K - $209K
|
140K
$9.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.12K- 0.63% |
$192K - $211K
|
492K
$32.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.12K- 28.15% |
$193K - $212K
|
7.97K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-3.13K- 1.82% |
$193K - $212K
|
169K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.16K- 3.35% |
$195K - $214K
|
91K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.16K- 3.84% |
$195K - $214K
|
79K
$5.2M
|