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 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-265- 3.05% |
$16.3K - $18K
|
8.43K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-268- 0.28% |
$16.5K - $18.2K
|
94.5K
$6.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-270- 1.3% |
$16.7K - $18.3K
|
20.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-272- 3.02% |
$16.8K - $18.5K
|
8.75K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-276- 2.37% |
$17K - $18.7K
|
11.4K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-284- 0.87% |
$17.5K - $19.3K
|
32.2K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-287- 0.03% |
$17.7K - $19.5K
|
1.13M
$72.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-288- 2.0% |
$17.8K - $19.5K
|
14.1K
$906K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-289- 0.61% |
$17.8K - $19.6K
|
47.1K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-290- 1.51% |
$17.9K - $19.7K
|
18.9K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-290- 5.86% |
$17.9K - $19.7K
|
4.66K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-290- 0.28% |
$17.9K - $19.7K
|
104K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-291- 6.64% |
$17.9K - $19.8K
|
4.09K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-296- 2.48% |
$18.3K - $20.1K
|
11.6K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 0.52% |
$18.6K - $20.5K
|
58K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-304- 0.08% |
$18.8K - $20.6K
|
391K
$25.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-305- 1.37% |
$18.8K - $20.7K
|
21.9K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-305- 4.41% |
$18.8K - $20.7K
|
6.61K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-309- 0.1% |
$19.1K - $21K
|
295K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-309- 1.11% |
$19.1K - $21K
|
27.5K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-310- 3.79% |
$19.1K - $21K
|
7.87K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-313- 2.34% |
$19.3K - $21.2K
|
13.1K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-315- 2.21% |
$19.4K - $21.4K
|
13.9K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-316- 1.05% |
$19.5K - $21.4K
|
29.8K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-324- 41.06% |
$20K - $22K
|
465
$29.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-330- 1.18% |
$20.4K - $22.4K
|
27.7K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-330- 5.94% |
$20.4K - $22.4K
|
5.23K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-333- 7.1% |
$20.5K - $22.6K
|
4.35K
$279K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-334- 7.99% |
$20.6K - $22.7K
|
3.85K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-335- 0.05% |
$20.7K - $22.7K
|
629K
$40.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-340- 2.57% |
$21K - $23.1K
|
12.9K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-343- 1.8% |
$21.2K - $23.3K
|
18.7K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-345- 5.36% |
$21.3K - $23.4K
|
6.09K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-345- 0.29% |
$21.3K - $23.4K
|
117K
$7.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-350- 4.6% |
$21.6K - $23.8K
|
7.26K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-355- 3.73% |
$21.9K - $24.1K
|
9.17K
$588K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-359- 3.07% |
$22.1K - $24.4K
|
11.3K
$727K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-365- 35.03% |
$22.5K - $24.8K
|
677
$43.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-368- 1.15% |
$22.7K - $25K
|
31.6K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-370- 6.36% |
$22.8K - $25.1K
|
5.45K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-370- 1.02% |
$22.8K - $25.1K
|
35.8K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-375- 1.89% |
$23.1K - $25.5K
|
19.4K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-380- 0.64% |
$23.4K - $25.8K
|
58.5K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-382- 0.88% |
$23.6K - $25.9K
|
43K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-400- 0.59% |
$24.7K - $27.1K
|
67.3K
$4.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-407- 9.85% |
$25.1K - $27.6K
|
3.73K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-418- 7.63% |
$25.8K - $28.4K
|
5.06K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422- 2.43% |
$26K - $28.6K
|
17K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-425- 15.89% |
$26.2K - $28.8K
|
2.25K
$144K
|