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 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.5K- 29.44% |
$92.5K - $102K
|
3.6K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.5K- 4.34% |
$92.5K - $102K
|
33.1K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.51K- 2.22% |
$93.1K - $102K
|
66.6K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.51K- 12.05% |
$93.3K - $103K
|
11K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.53K- 11.86% |
$94.1K - $104K
|
11.3K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.54K- 29.06% |
$95K - $105K
|
3.76K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.57K- 26.94% |
$96.5K - $106K
|
4.25K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.98% |
$96.8K - $106K
|
51.1K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.58K- 1.84% |
$97.7K - $108K
|
84.4K
$5.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.62K- 0.72% |
$99.9K - $110K
|
224K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.63K- 6.8% |
$100K - $110K
|
22.3K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.63K- 2.25% |
$100K - $110K
|
70.8K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.65K- 1.39% |
$102K - $112K
|
117K
$7.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.66K- 17.71% |
$102K - $113K
|
7.72K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-1.66K- 41.84% |
$102K - $113K
|
2.31K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 3.68% |
$103K - $114K
|
43.9K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.68K- 0.41% |
$104K - $114K
|
404K
$25.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.69K- 4.04% |
$104K - $114K
|
40K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 8.61% |
$106K - $117K
|
18.3K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.73K- 9.47% |
$107K - $117K
|
16.5K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.06% |
$107K - $117K
|
82.4K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.74K- 30.98% |
$107K - $118K
|
3.87K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 4.14% |
$108K - $119K
|
40.7K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.8K- 5.22% |
$111K - $122K
|
32.6K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.81K- 2.18% |
$112K - $123K
|
81.4K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.86K- 21.94% |
$115K - $126K
|
6.61K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86K- 18.71% |
$115K - $126K
|
8.07K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.87K- 6.52% |
$115K - $127K
|
26.8K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.87K- 5.95% |
$116K - $127K
|
29.6K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.88K- 27.74% |
$116K - $127K
|
4.89K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.89K- 13.6% |
$117K - $128K
|
12K
$770K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-1.92K- 3.67% |
$118K - $130K
|
50.3K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.92K- 4.15% |
$118K - $130K
|
44.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.07% |
$119K - $131K
|
179K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 1.47% |
$120K - $132K
|
130K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.96K- 1.16% |
$121K - $133K
|
167K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.98K- 0.13% |
$122K - $134K
|
1.58M
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.98K- 4.05% |
$122K - $134K
|
46.9K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.99K- 0.17% |
$122K - $135K
|
1.14M
$73.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.01K- 0.46% |
$124K - $136K
|
437K
$28M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.03K- 5.04% |
$125K - $138K
|
38.3K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-2.09K- 20.05% |
$129K - $142K
|
8.32K
$534K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.09K- 1.68% |
$129K - $142K
|
123K
$7.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.1K- 28.59% |
$130K - $143K
|
5.25K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.12K- 0.4% |
$131K - $144K
|
521K
$33.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.12K- 27.08% |
$131K - $144K
|
5.72K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.13K- 20.47% |
$131K - $144K
|
8.26K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.13K- 0.44% |
$132K - $145K
|
481K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 2.97% |
$132K - $145K
|
70K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 0.42% |
$132K - $146K
|
512K
$32.8M
|