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 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 1.61% |
$41K - $45.1K
|
40.6K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-675- 8.81% |
$41.6K - $45.8K
|
6.99K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-675- 5.91% |
$41.6K - $45.8K
|
10.8K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 39.0% |
$41.9K - $46.1K
|
1.06K
$68.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.43% |
$42.2K - $46.4K
|
27.5K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-684- 10.86% |
$42.2K - $46.4K
|
5.61K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-690- 2.61% |
$42.6K - $46.8K
|
25.8K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 5.63% |
$42.9K - $47.2K
|
11.7K
$749K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-696- 1.01% |
$42.9K - $47.2K
|
68.3K
$4.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-698- 4.61% |
$43.1K - $47.4K
|
14.4K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-704- 2.29% |
$43.4K - $47.8K
|
30K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-704- 0.28% |
$43.4K - $47.8K
|
253K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-715- 5.86% |
$44.1K - $48.5K
|
11.5K
$737K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-719- 3.08% |
$44.3K - $48.8K
|
22.6K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-726- 12.23% |
$44.8K - $49.3K
|
5.21K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-735- 7.45% |
$45.3K - $49.9K
|
9.13K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-745- 2.58% |
$46K - $50.6K
|
28.2K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-750- 3.05% |
$46.3K - $50.9K
|
23.9K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-750- 44.38% |
$46.3K - $50.9K
|
940
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-782- 3.77% |
$48.2K - $53.1K
|
20K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-788- 2.14% |
$48.6K - $53.5K
|
36K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-793- 2.62% |
$48.9K - $53.8K
|
29.5K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-794- 1.94% |
$49K - $53.9K
|
40.2K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-800- 2.48% |
$49.3K - $54.3K
|
31.4K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-804- 0.27% |
$49.6K - $54.6K
|
296K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-810- 4.1% |
$50K - $55K
|
19K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-815- 0.71% |
$50.3K - $55.3K
|
113K
$7.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-815- 12.09% |
$50.3K - $55.3K
|
5.93K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-818- 1.22% |
$50.5K - $55.5K
|
66.1K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-829- 0.61% |
$51.1K - $56.3K
|
136K
$8.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-863- 12.88% |
$53.2K - $58.6K
|
5.84K
$374K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-867- 1.01% |
$53.5K - $58.8K
|
84.7K
$5.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-875- 5.64% |
$54K - $59.4K
|
14.6K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-877- 3.36% |
$54.1K - $59.5K
|
25.2K
$1.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-882- 8.87% |
$54.4K - $59.9K
|
9.06K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-895- 0.83% |
$55.2K - $60.7K
|
107K
$6.83M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-927- 12.28% |
$57.2K - $62.9K
|
6.62K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-946- 2.28% |
$58.3K - $64.2K
|
40.6K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-949- 4.87% |
$58.5K - $64.4K
|
18.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-949- 11.07% |
$58.5K - $64.4K
|
7.63K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-964- 4.8% |
$59.5K - $65.4K
|
19.1K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-977- 6.54% |
$60.3K - $66.3K
|
14K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-983- 3.49% |
$60.6K - $66.7K
|
27.1K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-983- 1.1% |
$60.6K - $66.7K
|
88.1K
$5.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-990- 0.4% |
$61.1K - $67.2K
|
248K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-991- 4.93% |
$61.1K - $67.3K
|
19.1K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-995- 1.16% |
$61.4K - $67.5K
|
85K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-995- 1.52% |
$61.4K - $67.5K
|
64.4K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 1.06% |
$61.7K - $67.9K
|
93.6K
$6M
|