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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.25K- 1.26% |
$139K - $153K
|
177K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.27K- 1.74% |
$140K - $154K
|
128K
$8.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 3.65% |
$140K - $154K
|
60K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.3K- 6.25% |
$142K - $156K
|
34.5K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.3K- 19.32% |
$142K - $156K
|
9.62K
$615K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.32K- 2.88% |
$143K - $157K
|
78K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.32K- 2.65% |
$143K - $158K
|
85.3K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.35K- 1.81% |
$145K - $159K
|
128K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.36K- 7.54% |
$145K - $160K
|
28.9K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.37K- 5.33% |
$146K - $161K
|
42K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.39K- 24.94% |
$148K - $162K
|
7.2K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.41K- 40.35% |
$149K - $163K
|
3.56K
$228K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.42K- 6.09% |
$149K - $164K
|
37.3K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.43K- 1.47% |
$150K - $165K
|
162K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.44K- 3.1% |
$150K - $166K
|
76.3K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.44K- 3.59% |
$151K - $166K
|
65.6K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.47K- 0.84% |
$152K - $168K
|
291K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.48K- 74.26% |
$153K - $168K
|
858
$54.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.48K- 66.53% |
$153K - $168K
|
1.25K
$79.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.49K- 2.02% |
$153K - $169K
|
121K
$7.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.5K- 2.59% |
$154K - $170K
|
94K
$6.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.52K- 1.33% |
$155K - $171K
|
187K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.57K- 14.39% |
$158K - $174K
|
15.3K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 36.68% |
$159K - $174K
|
4.44K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.59K- 18.73% |
$160K - $176K
|
11.3K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.61K- 12.17% |
$161K - $177K
|
18.8K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.68K- 0.19% |
$165K - $182K
|
1.45M
$92.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-2.69K- 40.2% |
$166K - $183K
|
4.01K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.7K- 35.51% |
$166K - $183K
|
4.9K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.71K- 1.33% |
$167K - $184K
|
201K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.71K- 16.79% |
$167K - $184K
|
13.4K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.71K- 2.48% |
$167K - $184K
|
107K
$6.81M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-2.74K- 0.79% |
$169K - $186K
|
346K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.75K- 2.3% |
$170K - $187K
|
117K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.76K- 22.63% |
$170K - $187K
|
9.44K
$603K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.77K- 4.16% |
$171K - $188K
|
63.9K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 2.46% |
$171K - $188K
|
110K
$7.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.79K- 2.48% |
$172K - $189K
|
110K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.8K- 1.6% |
$173K - $190K
|
172K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.81K- 7.97% |
$173K - $191K
|
32.4K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 2.76% |
$175K - $193K
|
100K
$6.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.84K- 0.8% |
$175K - $193K
|
353K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.84K- 3.22% |
$175K - $193K
|
85.5K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.85K- 23.13% |
$175K - $193K
|
9.46K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.85K- 2.5% |
$176K - $194K
|
111K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.86K- 8.61% |
$176K - $194K
|
30.3K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.88K- 3.11% |
$178K - $195K
|
89.8K
$5.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.9K- 10.86% |
$179K - $197K
|
23.8K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 3.92% |
$179K - $197K
|
71.3K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.93K- 11.06% |
$180K - $199K
|
23.5K
$1.5M
|