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
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.94K- 1.87% |
$367K - $403K
|
312K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-5.95K- 3.9% |
$367K - $403K
|
146K
$9.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-5.95K- 3.14% |
$367K - $404K
|
184K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.98K- 5.49% |
$369K - $406K
|
103K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.07K- 2.61% |
$375K - $412K
|
226K
$14.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.11K- 6.43% |
$377K - $415K
|
88.9K
$5.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.19K- 14.27% |
$382K - $420K
|
37.2K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.21K- 29.48% |
$383K - $422K
|
14.9K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.23K- 1.98% |
$384K - $423K
|
309K
$19.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.24K- 7.37% |
$385K - $424K
|
78.4K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.31K- 31.25% |
$389K - $429K
|
13.9K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.44K- 21.78% |
$397K - $437K
|
23.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.44K- 3.64% |
$397K - $437K
|
170K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.51K- 0.84% |
$401K - $442K
|
764K
$48M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 6.12% |
$409K - $450K
|
102K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.79K- 11.66% |
$419K - $461K
|
51.4K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-6.83K- 7.65% |
$421K - $463K
|
82.5K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-7.4K- 3.54% |
$456K - $502K
|
202K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-7.42K- 1.36% |
$457K - $503K
|
540K
$33.9M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.46K- 68.72% |
$460K - $506K
|
3.4K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.58K- 9.74% |
$467K - $514K
|
70.2K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7.82K- 3.23% |
$482K - $530K
|
234K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.89K- 51.33% |
$486K - $535K
|
7.48K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.92K- 17.05% |
$488K - $537K
|
38.5K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.01K- 54.85% |
$494K - $544K
|
6.59K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.02K- 92.03% |
$494K - $544K
|
694
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.1K- 6.72% |
$499K - $549K
|
112K
$7.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.21K- 4.83% |
$506K - $557K
|
162K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.22K- 70.09% |
$507K - $558K
|
3.51K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-8.35K- 2.25% |
$515K - $567K
|
362K
$22.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.43K- 7.16% |
$520K - $572K
|
109K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.47K- 42.95% |
$523K - $575K
|
11.3K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.49K- 1.62% |
$524K - $576K
|
516K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-9.12K- 2.71% |
$562K - $619K
|
327K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.28K- 7.24% |
$572K - $630K
|
119K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.3K- 2.65% |
$574K - $631K
|
342K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-9.43K- 5.63% |
$582K - $640K
|
158K
$9.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.46K- 21.44% |
$583K - $642K
|
34.6K
$2.18M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-9.5K- 21.44% |
$586K - $645K
|
34.8K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 7.39% |
$592K - $652K
|
120K
$7.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.68K- 8.45% |
$597K - $657K
|
105K
$6.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-9.82K- 3.84% |
$605K - $666K
|
246K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.94K- 9.06% |
$613K - $674K
|
99.8K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 8.08% |
$691K - $760K
|
127K
$8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.3K- 1.77% |
$698K - $768K
|
627K
$39.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-11.4K- 0.9% |
$702K - $772K
|
1.25M
$78.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.7K- 2.42% |
$724K - $797K
|
473K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-12K- 1.19% |
$737K - $811K
|
995K
$62.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12.3K- 21.06% |
$757K - $833K
|
46K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.4K- 3.82% |
$768K - $845K
|
313K
$19.7M
|