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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 2.29% |
$777K - $856K
|
537K
$33.7M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12.8K- 99.61% |
$788K - $867K
|
50
$3.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13.1K- 8.59% |
$807K - $888K
|
139K
$8.74M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13.4K- 19.09% |
$828K - $911K
|
56.9K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-13.5K- 12.03% |
$833K - $916K
|
98.7K
$6.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.1K- 8.17% |
$869K - $956K
|
158K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14.3K- 3.28% |
$880K - $968K
|
420K
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 2.26% |
$884K - $973K
|
621K
$39M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.8K- 1.22% |
$912K - $1M
|
1.2M
$75.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15K- 10.11% |
$925K - $1.02M
|
133K
$8.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 3.58% |
$927K - $1.02M
|
404K
$25.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15K- 1.58% |
$928K - $1.02M
|
934K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.7K- 4.04% |
$1.03M - $1.14M
|
397K
$24.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17K- 41.6% |
$1.05M - $1.16M
|
23.9K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17.7K- 2.49% |
$1.09M - $1.2M
|
691K
$43.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.8K- 7.26% |
$1.1M - $1.21M
|
227K
$14.2M
|
|
|
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
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-18.9K- 2.13% |
$1.17M - $1.28M
|
866K
$54.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 1.15% |
$1.19M - $1.31M
|
1.65M
$104M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.1K- 0.61% |
$1.24M - $1.36M
|
3.25M
$204M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21K- 3.8% |
$1.3M - $1.43M
|
532K
$33.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21K- 7.31% |
$1.3M - $1.43M
|
267K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-21.7K- 8.16% |
$1.34M - $1.47M
|
244K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-22.3K- 2.76% |
$1.37M - $1.51M
|
783K
$49.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-23.6K- 80.82% |
$1.46M - $1.6M
|
5.61K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-23.9K- 5.96% |
$1.47M - $1.62M
|
376K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.2K- 34.84% |
$1.49M - $1.64M
|
45.2K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-24.2K- 72.97% |
$1.49M - $1.64M
|
8.97K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24.4K- 18.23% |
$1.51M - $1.66M
|
110K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-24.7K- 61.52% |
$1.52M - $1.68M
|
15.4K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25K- 5.28% |
$1.54M - $1.69M
|
448K
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.8K- 6.17% |
$1.59M - $1.75M
|
393K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26K- 11.55% |
$1.6M - $1.76M
|
199K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-26.2K- 0.98% |
$1.62M - $1.78M
|
2.64M
$166M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26.3K- 11.93% |
$1.62M - $1.78M
|
194K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-26.8K- 1.15% |
$1.65M - $1.82M
|
2.3M
$145M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27K- 6.5% |
$1.66M - $1.83M
|
388K
$24.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-27K- 1.17% |
$1.67M - $1.83M
|
2.27M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-27.1K- 8.39% |
$1.67M - $1.84M
|
296K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.1K- 0.51% |
$1.67M - $1.84M
|
5.26M
$330M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-28.4K- 8.37% |
$1.75M - $1.93M
|
311K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29K- 99.9% |
$1.79M - $1.97M
|
29
$1.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-29.2K- 7.72% |
$1.8M - $1.98M
|
348K
$21.9M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-29.3K- 31.07% |
$1.81M - $1.99M
|
65K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30.2K- 9.0% |
$1.86M - $2.05M
|
305K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-30.3K- 23.45% |
$1.87M - $2.05M
|
98.8K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.5K- 3.78% |
$1.88M - $2.07M
|
776K
$48.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-31.4K- 18.37% |
$1.94M - $2.13M
|
140K
$8.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 26.83% |
$1.94M - $2.13M
|
85.7K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-32.2K- 2.92% |
$1.98M - $2.18M
|
1.07M
$67.1M
|