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
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.93M+ 8217.15% |
$366M - $402M
|
6M
$389M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.9M+ 25.53% |
$117M - $129M
|
9.34M
$606M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.55MNew |
$95.5M - $105M
|
1.55M
$101M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
824KNew |
$50.8M - $55.9M
|
824K
$53.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
714K+ 1543.75% |
$44.1M - $48.5M
|
761K
$49.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
691KNew |
$42.6M - $46.9M
|
691K
$44.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
492K+ 6.48% |
$30.4M - $33.4M
|
8.09M
$525M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
492K+ 6.48% |
$30.4M - $33.4M
|
8.09M
$525M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
434K+ 2457.35% |
$26.8M - $29.5M
|
452K
$29.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
426KNew |
$26.3M - $28.9M
|
426K
$27.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
411K+ 5.71% |
$25.3M - $27.9M
|
7.61M
$494M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
357K+ 6398.22% |
$22M - $24.2M
|
362K
$23.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
315KNew |
$19.4M - $21.4M
|
315K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
301K+ 1485.93% |
$18.6M - $20.4M
|
321K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
285KNew |
$17.6M - $19.3M
|
285K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
283K+ 9.9% |
$17.4M - $19.2M
|
3.14M
$204M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
238KNew |
$14.7M - $16.2M
|
238K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
237K+ 48.08% |
$14.6M - $16.1M
|
731K
$47.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
223KNew |
$13.8M - $15.1M
|
223K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
218KNew |
$13.5M - $14.8M
|
218K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
213K+ 330.16% |
$13.1M - $14.5M
|
278K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
201K+ 107.37% |
$12.4M - $13.6M
|
387K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
187K+ 27.26% |
$11.6M - $12.7M
|
875K
$56.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
142K+ 2.97% |
$8.74M - $9.62M
|
4.91M
$319M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
139KNew |
$8.59M - $9.45M
|
139K
$9.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
138KNew |
$8.54M - $9.39M
|
138K
$8.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
137K+ 500.79% |
$8.46M - $9.3M
|
164K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
129KNew |
$7.93M - $8.73M
|
129K
$8.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
125K+ 345.4% |
$7.71M - $8.48M
|
161K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
125K+ 78.43% |
$7.71M - $8.48M
|
284K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
124KNew |
$7.65M - $8.41M
|
124K
$8.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
115KNew |
$7.11M - $7.83M
|
115K
$7.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
113K+ 2.7% |
$6.98M - $7.68M
|
4.31M
$280M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
112K+ 906.04% |
$6.93M - $7.62M
|
125K
$8.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
111K+ 5.56% |
$6.82M - $7.51M
|
2.1M
$136M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108K+ 17.3% |
$6.68M - $7.36M
|
735K
$47.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
108K+ 194.52% |
$6.65M - $7.32M
|
163K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103K+ 41.84% |
$6.36M - $7M
|
350K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
102KNew |
$6.27M - $6.89M
|
102K
$6.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
96.6K+ 14.7% |
$5.96M - $6.56M
|
754K
$48.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
96.3K+ 39.77% |
$5.94M - $6.53M
|
338K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
94.9KNew |
$5.85M - $6.44M
|
94.9K
$6.16M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
92KNew |
$5.67M - $6.24M
|
92K
$5.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
87.4K+ 10.98% |
$5.39M - $5.93M
|
884K
$57.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
86.8K+ 36.49% |
$5.35M - $5.89M
|
325K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$5.34M - $5.88M
|
86.6K
$5.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
86.2KNew |
$5.32M - $5.85M
|
86.2K
$5.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
86KNew |
$5.3M - $5.83M
|
86K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
85.3KNew |
$5.26M - $5.79M
|
85.3K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
83.4KNew |
$5.15M - $5.66M
|
83.4K
$5.42M
|