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 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-24.2K- 72.97% |
$1.49M - $1.64M
|
8.97K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24.4K- 18.23% |
$1.51M - $1.66M
|
110K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-24.7K- 61.52% |
$1.52M - $1.68M
|
15.4K
$991K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26K- 11.55% |
$1.6M - $1.76M
|
199K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-26.2K- 0.98% |
$1.62M - $1.78M
|
2.64M
$169M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27K- 6.5% |
$1.66M - $1.83M
|
388K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-27K- 1.17% |
$1.67M - $1.83M
|
2.27M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-27.1K- 8.39% |
$1.67M - $1.84M
|
296K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.1K- 0.51% |
$1.67M - $1.84M
|
5.26M
$337M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-28.4K- 8.37% |
$1.75M - $1.93M
|
311K
$19.9M
|
|
|
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 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-29.3K- 31.07% |
$1.81M - $1.99M
|
65K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30.2K- 9.0% |
$1.86M - $2.05M
|
305K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-30.3K- 23.45% |
$1.87M - $2.05M
|
98.8K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.5K- 3.78% |
$1.88M - $2.07M
|
776K
$49.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-31.4K- 18.37% |
$1.94M - $2.13M
|
140K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 26.83% |
$1.94M - $2.13M
|
85.7K
$5.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-32.2K- 2.92% |
$1.98M - $2.18M
|
1.07M
$68.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-32.7K- 36.75% |
$2.02M - $2.22M
|
56.2K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.3K- 34.42% |
$2.05M - $2.26M
|
63.4K
$4.07M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-38.6K- 10.28% |
$2.38M - $2.62M
|
337K
$21.6M
|
|
|
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
$33.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-40.7K- 9.04% |
$2.51M - $2.76M
|
409K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-41.2K- 5.88% |
$2.54M - $2.8M
|
659K
$42.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-41.5K- 3.63% |
$2.56M - $2.82M
|
1.1M
$70.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-41.8K- 22.42% |
$2.58M - $2.84M
|
145K
$9.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-41.8K- 7.52% |
$2.58M - $2.84M
|
514K
$33M
|
|
|
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
$9.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-44.5K- 86.38% |
$2.74M - $3.02M
|
7.02K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-45.1K- 20.7% |
$2.78M - $3.06M
|
173K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45.8K- 18.76% |
$2.82M - $3.11M
|
198K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-47.1K- 88.98% |
$2.91M - $3.2M
|
5.84K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.5K- 3.6% |
$2.93M - $3.23M
|
1.27M
$81.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47.6K- 4.03% |
$2.94M - $3.23M
|
1.13M
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-48.7K- 3.45% |
$3M - $3.3M
|
1.36M
$87.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-49.7K- 65.74% |
$3.07M - $3.38M
|
25.9K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50.2K- 45.68% |
$3.1M - $3.41M
|
59.7K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-50.4K- 5.45% |
$3.11M - $3.42M
|
874K
$56.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-53.6K- 11.89% |
$3.3M - $3.64M
|
397K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58.9K- 2.46% |
$3.63M - $4M
|
2.34M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.8K- 1.19% |
$3.69M - $4.06M
|
4.94M
$317M
|