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 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-145- 2.12% |
$8.94K - $9.84K
|
6.71K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-146- 4.28% |
$9.01K - $9.91K
|
3.27K
$209K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-147- 0.56% |
$9.07K - $9.98K
|
26K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-151- 0.7% |
$9.31K - $10.2K
|
21.4K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-155- 1.91% |
$9.56K - $10.5K
|
7.96K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 4.24% |
$9.68K - $10.7K
|
3.55K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-157- 0.06% |
$9.68K - $10.7K
|
280K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-159- 2.29% |
$9.81K - $10.8K
|
6.8K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-160- 4.46% |
$9.87K - $10.9K
|
3.43K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-161- 2.3% |
$9.93K - $10.9K
|
6.85K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-161- 0.42% |
$9.93K - $10.9K
|
37.9K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-163- 2.42% |
$10.1K - $11.1K
|
6.59K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-164- 0.91% |
$10.1K - $11.1K
|
17.8K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-170- 0.42% |
$10.5K - $11.5K
|
40.1K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-170- 0.41% |
$10.5K - $11.5K
|
41K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-170- 2.28% |
$10.5K - $11.5K
|
7.28K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-175- 3.5% |
$10.8K - $11.9K
|
4.83K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-176- 1.78% |
$10.9K - $11.9K
|
9.71K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-179- 0.51% |
$11K - $12.1K
|
34.7K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-179- 1.84% |
$11K - $12.1K
|
9.55K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-181- 0.59% |
$11.2K - $12.3K
|
30.5K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-184- 14.73% |
$11.3K - $12.5K
|
1.07K
$68.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-184- 0.91% |
$11.3K - $12.5K
|
20K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-185- 3.41% |
$11.4K - $12.6K
|
5.24K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-186- 2.05% |
$11.5K - $12.6K
|
8.91K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-186- 2.42% |
$11.5K - $12.6K
|
7.51K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-187- 0.48% |
$11.5K - $12.7K
|
38.9K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-190- 3.15% |
$11.7K - $12.9K
|
5.84K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-190- 1.3% |
$11.7K - $12.9K
|
14.5K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-192- 5.3% |
$11.8K - $13K
|
3.43K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 0.26% |
$12K - $13.2K
|
74.3K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-197- 1.58% |
$12.2K - $13.4K
|
12.3K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-198- 3.88% |
$12.2K - $13.4K
|
4.9K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-199- 2.38% |
$12.3K - $13.5K
|
8.16K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-199- 0.08% |
$12.3K - $13.5K
|
253K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 42.11% |
$12.3K - $13.6K
|
275
$17.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-200- 2.76% |
$12.3K - $13.6K
|
7.06K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-200- 1.1% |
$12.3K - $13.6K
|
18.1K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-200- 1.18% |
$12.3K - $13.6K
|
16.8K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-203- 1.68% |
$12.5K - $13.8K
|
11.9K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-210- 6.09% |
$13K - $14.3K
|
3.24K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-214- 0.69% |
$13.2K - $14.5K
|
30.9K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-215- 7.92% |
$13.3K - $14.6K
|
2.5K
$160K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-216- 8.57% |
$13.3K - $14.7K
|
2.3K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 1.86% |
$13.4K - $14.7K
|
11.4K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-217- 4.68% |
$13.4K - $14.7K
|
4.42K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-219- 3.32% |
$13.5K - $14.9K
|
6.38K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-221- 34.32% |
$13.6K - $15K
|
423
$27K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-222- 0.6% |
$13.7K - $15.1K
|
36.7K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$255K
|