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 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-73- 1.02% |
$4.5K - $4.95K
|
7.07K
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-75- 0.32% |
$4.63K - $5.09K
|
23.5K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-75- 1.75% |
$4.63K - $5.09K
|
4.2K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-79- 0.49% |
$4.87K - $5.36K
|
16.2K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.06% |
$4.93K - $5.43K
|
132K
$8.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 1.08% |
$4.93K - $5.43K
|
7.35K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-82- 0.62% |
$5.06K - $5.57K
|
13.1K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85- 0.58% |
$5.24K - $5.77K
|
14.6K
$957K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-86- 0.37% |
$5.3K - $5.84K
|
23.4K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-89- 2.57% |
$5.49K - $6.04K
|
3.37K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-94- 1.71% |
$5.8K - $6.38K
|
5.4K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 0.48% |
$5.86K - $6.45K
|
19.8K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-105- 0.39% |
$6.48K - $7.13K
|
26.7K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-108- 2.08% |
$6.66K - $7.33K
|
5.1K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-109- 1.35% |
$6.72K - $7.4K
|
7.97K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-112- 0.67% |
$6.91K - $7.6K
|
16.7K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 0.92% |
$7.03K - $7.74K
|
12.3K
$806K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-115- 0.59% |
$7.09K - $7.81K
|
19.5K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-116- 0.94% |
$7.15K - $7.87K
|
12.3K
$802K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-117- 0.05% |
$7.22K - $7.94K
|
219K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-120- 0.17% |
$7.4K - $8.14K
|
71.7K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-122- 0.19% |
$7.52K - $8.28K
|
62.8K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-125- 0.38% |
$7.71K - $8.48K
|
32.8K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-130- 0.1% |
$8.02K - $8.82K
|
130K
$8.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-134- 1.48% |
$8.27K - $9.09K
|
8.91K
$583K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-137- 3.96% |
$8.45K - $9.3K
|
3.33K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-140- 0.82% |
$8.64K - $9.5K
|
16.9K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-141- 2.36% |
$8.7K - $9.57K
|
5.84K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-142- 0.54% |
$8.76K - $9.64K
|
25.9K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-145- 1.3% |
$8.94K - $9.84K
|
11K
$720K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-147- 0.56% |
$9.07K - $9.98K
|
26K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-151- 0.7% |
$9.31K - $10.2K
|
21.4K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 4.24% |
$9.68K - $10.7K
|
3.55K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-160- 4.46% |
$9.87K - $10.9K
|
3.43K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-161- 2.3% |
$9.93K - $10.9K
|
6.85K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-170- 0.42% |
$10.5K - $11.5K
|
40.1K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-175- 3.5% |
$10.8K - $11.9K
|
4.83K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-179- 0.51% |
$11K - $12.1K
|
34.7K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-186- 2.05% |
$11.5K - $12.6K
|
8.91K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-187- 0.48% |
$11.5K - $12.7K
|
38.9K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-190- 3.15% |
$11.7K - $12.9K
|
5.84K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 0.26% |
$12K - $13.2K
|
74.3K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-197- 1.58% |
$12.2K - $13.4K
|
12.3K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-198- 3.88% |
$12.2K - $13.4K
|
4.9K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-199- 0.08% |
$12.3K - $13.5K
|
253K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-199- 2.38% |
$12.3K - $13.5K
|
8.16K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 42.11% |
$12.3K - $13.6K
|
275
$18K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-222- 0.6% |
$13.7K - $15.1K
|
36.7K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-227- 0.54% |
$14K - $15.4K
|
42.2K
$2.76M
|