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 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.22K- 70.09% |
$507K - $558K
|
3.51K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-8.35K- 2.25% |
$515K - $567K
|
362K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.43K- 7.16% |
$520K - $572K
|
109K
$7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.49K- 1.62% |
$524K - $576K
|
516K
$33.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-9.43K- 5.63% |
$582K - $640K
|
158K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 7.39% |
$592K - $652K
|
120K
$7.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-9.82K- 3.84% |
$605K - $666K
|
246K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.94K- 9.06% |
$613K - $674K
|
99.8K
$6.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 8.08% |
$691K - $760K
|
127K
$8.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-11.4K- 0.9% |
$702K - $772K
|
1.25M
$80M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-12K- 1.19% |
$737K - $811K
|
995K
$63.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12.3K- 21.06% |
$757K - $833K
|
46K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12.8K- 99.61% |
$788K - $867K
|
50
$3.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13.1K- 8.59% |
$807K - $888K
|
139K
$8.92M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13.4K- 19.09% |
$828K - $911K
|
56.9K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-13.5K- 12.03% |
$833K - $916K
|
98.7K
$6.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.1K- 8.17% |
$869K - $956K
|
158K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 2.26% |
$884K - $973K
|
621K
$39.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15K- 10.11% |
$925K - $1.02M
|
133K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 3.58% |
$927K - $1.02M
|
404K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15K- 1.58% |
$928K - $1.02M
|
934K
$59.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17.7K- 2.49% |
$1.09M - $1.2M
|
691K
$44.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.8K- 7.26% |
$1.1M - $1.21M
|
227K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21K- 3.8% |
$1.3M - $1.43M
|
532K
$34.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21K- 7.31% |
$1.3M - $1.43M
|
267K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-21.7K- 8.16% |
$1.34M - $1.47M
|
244K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-23.6K- 80.82% |
$1.46M - $1.6M
|
5.61K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-23.9K- 5.96% |
$1.47M - $1.62M
|
376K
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25K- 5.28% |
$1.54M - $1.69M
|
448K
$28.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.8K- 6.17% |
$1.59M - $1.75M
|
393K
$25.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26.3K- 11.93% |
$1.62M - $1.78M
|
194K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-26.8K- 1.15% |
$1.65M - $1.82M
|
2.3M
$148M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-27K- 1.17% |
$1.67M - $1.83M
|
2.27M
$146M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.1K- 0.51% |
$1.67M - $1.84M
|
5.26M
$337M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29K- 99.9% |
$1.79M - $1.97M
|
29
$1.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-29.2K- 7.72% |
$1.8M - $1.98M
|
348K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30.2K- 9.0% |
$1.86M - $2.05M
|
305K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-32.2K- 2.92% |
$1.98M - $2.18M
|
1.07M
$68.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-32.7K- 36.75% |
$2.02M - $2.22M
|
56.2K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.3K- 34.42% |
$2.05M - $2.26M
|
63.4K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-37K- 37.68% |
$2.28M - $2.51M
|
61.2K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37.5K- 49.64% |
$2.32M - $2.55M
|
38.1K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.5K- 11.16% |
$2.43M - $2.68M
|
314K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-40.5K- 7.16% |
$2.5M - $2.75M
|
525K
$33.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-40.7K- 9.04% |
$2.51M - $2.76M
|
409K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-41.5K- 3.63% |
$2.56M - $2.82M
|
1.1M
$70.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-41.8K- 22.42% |
$2.58M - $2.84M
|
145K
$9.27M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-42K- 17.71% |
$2.59M - $2.85M
|
195K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-42.6K- 23.2% |
$2.63M - $2.89M
|
141K
$9.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-44.5K- 86.38% |
$2.74M - $3.02M
|
7.02K
$449K
|