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 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-48.7K- 3.45% |
$3M - $3.3M
|
1.36M
$77.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-49.7K- 65.74% |
$3.07M - $3.38M
|
25.9K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50.2K- 45.68% |
$3.1M - $3.41M
|
59.7K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-50.4K- 5.45% |
$3.11M - $3.42M
|
874K
$49.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-53.6K- 11.89% |
$3.3M - $3.64M
|
397K
$22.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58.9K- 2.46% |
$3.63M - $4M
|
2.34M
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.8K- 1.19% |
$3.69M - $4.06M
|
4.94M
$281M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-60.7K- 79.89% |
$3.75M - $4.12M
|
15.3K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-61.1K- 63.09% |
$3.77M - $4.15M
|
35.7K
$2.03M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-65.1K- 8.3% |
$4.02M - $4.42M
|
720K
$41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-66.8K- 0.95% |
$4.12M - $4.54M
|
7M
$399M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67K- 7.27% |
$4.13M - $4.55M
|
854K
$48.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-68.3K- 38.65% |
$4.21M - $4.63M
|
108K
$6.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-69K- 40.57% |
$4.26M - $4.68M
|
101K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-69.2K- 16.76% |
$4.27M - $4.69M
|
344K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-72.9K- 13.16% |
$4.49M - $4.95M
|
481K
$27.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-74.3K- 24.02% |
$4.58M - $5.04M
|
235K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-79.7K- 5.51% |
$4.92M - $5.41M
|
1.37M
$77.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-80.9K- 3.35% |
$4.99M - $5.49M
|
2.33M
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-81K- 80.94% |
$5M - $5.5M
|
19.1K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83.6K- 8.12% |
$5.15M - $5.67M
|
946K
$53.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-86.8K- 44.54% |
$5.35M - $5.89M
|
108K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-87.1K- 25.96% |
$5.37M - $5.91M
|
248K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-90.6K- 99.41% |
$5.59M - $6.15M
|
539
$30.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-91K- 1.81% |
$5.61M - $6.18M
|
4.94M
$281M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-93.9K- 69.93% |
$5.79M - $6.38M
|
40.4K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-104K- 73.39% |
$6.43M - $7.07M
|
37.8K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-110K- 70.94% |
$6.77M - $7.45M
|
45K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-115K- 95.31% |
$7.12M - $7.83M
|
5.69K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 6.39% |
$7.85M - $8.64M
|
1.86M
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-138K- 9.74% |
$8.5M - $9.36M
|
1.28M
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-178K- 37.62% |
$11M - $12.1M
|
296K
$16.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-200K- 96.21% |
$12.4M - $13.6M
|
7.9K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-204K- 19.66% |
$12.6M - $13.8M
|
834K
$47.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-209K- 46.89% |
$12.9M - $14.2M
|
236K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-218K- 28.93% |
$13.5M - $14.8M
|
536K
$30.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-226K- 28.39% |
$14M - $15.4M
|
571K
$32.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-236K- 49.74% |
$14.6M - $16M
|
238K
$13.6M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-260K- 25.79% |
$16M - $17.6M
|
748K
$42.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-289K- 98.42% |
$17.8M - $19.6M
|
4.65K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-324K- 3.77% |
$20M - $22M
|
8.29M
$472M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-373K- 7.09% |
$23M - $25.3M
|
4.89M
$278M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-416K- 99.03% |
$25.6M - $28.2M
|
4.07K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-502K- 47.78% |
$31M - $34.1M
|
549K
$31.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-535K- 16.88% |
$33M - $36.3M
|
2.63M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-544K- 5.71% |
$33.5M - $36.9M
|
8.98M
$511M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-726K- 23.18% |
$44.8M - $49.3M
|
2.41M
$137M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-749K- 22.69% |
$46.2M - $50.8M
|
2.55M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-975K- 3.94% |
$60.1M - $66.1M
|
23.7M
$1.35B
|