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 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-32.7K- 36.75% |
$2.02M - $2.22M
|
56.2K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.3K- 34.42% |
$2.05M - $2.26M
|
63.4K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-37K- 37.68% |
$2.28M - $2.51M
|
61.2K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37.5K- 49.64% |
$2.32M - $2.55M
|
38.1K
$2.39M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-37.9K- 6.72% |
$2.34M - $2.58M
|
527K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-38.6K- 10.28% |
$2.38M - $2.62M
|
337K
$21.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.5K- 11.16% |
$2.43M - $2.68M
|
314K
$19.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-40.5K- 7.16% |
$2.5M - $2.75M
|
525K
$32.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-40.7K- 9.04% |
$2.51M - $2.76M
|
409K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-41.2K- 5.88% |
$2.54M - $2.8M
|
659K
$41.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-41.5K- 3.63% |
$2.56M - $2.82M
|
1.1M
$69.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-41.8K- 22.42% |
$2.58M - $2.84M
|
145K
$9.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-41.8K- 7.52% |
$2.58M - $2.84M
|
514K
$32.3M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-42K- 17.71% |
$2.59M - $2.85M
|
195K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-42.6K- 23.2% |
$2.63M - $2.89M
|
141K
$8.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-44.5K- 86.38% |
$2.74M - $3.02M
|
7.02K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-45.1K- 20.7% |
$2.78M - $3.06M
|
173K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45.8K- 18.76% |
$2.82M - $3.11M
|
198K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-47.1K- 88.98% |
$2.91M - $3.2M
|
5.84K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 3.6% |
$2.93M - $3.23M
|
1.27M
$79.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47.6K- 4.03% |
$2.94M - $3.23M
|
1.13M
$71.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-48.7K- 3.45% |
$3M - $3.3M
|
1.36M
$85.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-49.7K- 65.74% |
$3.07M - $3.38M
|
25.9K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50.2K- 45.68% |
$3.1M - $3.41M
|
59.7K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-50.4K- 5.45% |
$3.11M - $3.42M
|
874K
$54.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-53.6K- 11.89% |
$3.3M - $3.64M
|
397K
$24.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58.9K- 2.46% |
$3.63M - $4M
|
2.34M
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.8K- 1.19% |
$3.69M - $4.06M
|
4.94M
$310M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-60.7K- 79.89% |
$3.75M - $4.12M
|
15.3K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-61.1K- 63.09% |
$3.77M - $4.15M
|
35.7K
$2.24M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-65.1K- 8.3% |
$4.02M - $4.42M
|
720K
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-66.8K- 0.95% |
$4.12M - $4.54M
|
7M
$440M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-67K- 7.27% |
$4.13M - $4.55M
|
854K
$53.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-68.3K- 38.65% |
$4.21M - $4.63M
|
108K
$6.81M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-68.9K- 30.3% |
$4.25M - $4.67M
|
158K
$9.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-69K- 40.57% |
$4.26M - $4.68M
|
101K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-69.2K- 16.76% |
$4.27M - $4.69M
|
344K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-72.9K- 13.16% |
$4.49M - $4.95M
|
481K
$30.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-74.3K- 24.02% |
$4.58M - $5.04M
|
235K
$14.8M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-78.4K- 28.01% |
$4.83M - $5.32M
|
201K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-79.7K- 5.51% |
$4.92M - $5.41M
|
1.37M
$85.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-80.9K- 3.35% |
$4.99M - $5.49M
|
2.33M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-81K- 80.94% |
$5M - $5.5M
|
19.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83.6K- 8.12% |
$5.15M - $5.67M
|
946K
$59.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-86.8K- 44.54% |
$5.35M - $5.89M
|
108K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-87.1K- 25.96% |
$5.37M - $5.91M
|
248K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-90.6K- 99.41% |
$5.59M - $6.15M
|
539
$33.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-91K- 1.81% |
$5.61M - $6.18M
|
4.94M
$310M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-93.9K- 69.93% |
$5.79M - $6.38M
|
40.4K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-104K- 73.39% |
$6.43M - $7.07M
|
37.8K
$2.37M
|