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
|
Camden Capital, LLC
|
SELL
|
- |
-7.89K- 51.33% |
$486K - $535K
|
7.48K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.92K- 17.05% |
$488K - $537K
|
38.5K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.01K- 54.85% |
$494K - $544K
|
6.59K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.02K- 92.03% |
$494K - $544K
|
694
$39.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.1K- 6.72% |
$499K - $549K
|
112K
$6.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.21K- 4.83% |
$506K - $557K
|
162K
$9.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.22K- 70.09% |
$507K - $558K
|
3.51K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-8.35K- 2.25% |
$515K - $567K
|
362K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.43K- 7.16% |
$520K - $572K
|
109K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.47K- 42.95% |
$523K - $575K
|
11.3K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.49K- 1.62% |
$524K - $576K
|
516K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-9.12K- 2.71% |
$562K - $619K
|
327K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.28K- 7.24% |
$572K - $630K
|
119K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.3K- 2.65% |
$574K - $631K
|
342K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-9.43K- 5.63% |
$582K - $640K
|
158K
$9M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.46K- 21.44% |
$583K - $642K
|
34.6K
$1.97M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-9.5K- 21.44% |
$586K - $645K
|
34.8K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 7.39% |
$592K - $652K
|
120K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.68K- 8.45% |
$597K - $657K
|
105K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-9.82K- 3.84% |
$605K - $666K
|
246K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.94K- 9.06% |
$613K - $674K
|
99.8K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 8.08% |
$691K - $760K
|
127K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.3K- 1.77% |
$698K - $768K
|
627K
$35.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-11.4K- 0.9% |
$702K - $772K
|
1.25M
$71M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.7K- 2.42% |
$724K - $797K
|
473K
$26.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-12K- 1.19% |
$737K - $811K
|
995K
$56.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12.3K- 21.06% |
$757K - $833K
|
46K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.4K- 3.82% |
$768K - $845K
|
313K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 2.29% |
$777K - $856K
|
537K
$30.6M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12.8K- 99.61% |
$788K - $867K
|
50
$2.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13.1K- 8.59% |
$807K - $888K
|
139K
$7.92M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13.4K- 19.09% |
$828K - $911K
|
56.9K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-13.5K- 12.03% |
$833K - $916K
|
98.7K
$5.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.1K- 8.17% |
$869K - $956K
|
158K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14.3K- 3.28% |
$880K - $968K
|
420K
$23.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 2.26% |
$884K - $973K
|
621K
$35.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.8K- 1.22% |
$912K - $1M
|
1.2M
$68.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15K- 10.11% |
$925K - $1.02M
|
133K
$7.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 3.58% |
$927K - $1.02M
|
404K
$23M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15K- 1.58% |
$928K - $1.02M
|
934K
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.7K- 4.04% |
$1.03M - $1.14M
|
397K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17K- 41.6% |
$1.05M - $1.16M
|
23.9K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17.7K- 2.49% |
$1.09M - $1.2M
|
691K
$39.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.8K- 7.26% |
$1.1M - $1.21M
|
227K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-18.5K- 9.01% |
$1.14M - $1.26M
|
187K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-18.9K- 2.13% |
$1.17M - $1.28M
|
866K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 1.15% |
$1.19M - $1.31M
|
1.65M
$93.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.1K- 0.61% |
$1.24M - $1.36M
|
3.25M
$185M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21K- 3.8% |
$1.3M - $1.43M
|
532K
$30.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21K- 7.31% |
$1.3M - $1.43M
|
267K
$15.2M
|