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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.6MNew |
$2.2B - $2.42B
|
35.6M
$2.07B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.44M+ 58.78% |
$397M - $437M
|
17.4M
$1.01B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.93M+ 8217.15% |
$366M - $402M
|
6M
$349M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.22M+ 19.64% |
$260M - $287M
|
25.7M
$1.5B
|
|
|
Feb 14, 2025
Q4 2024
|
Starboard Value LP
New York, NY |
BUY
|
- |
3.97MNew |
$245M - $269M
|
3.97M
$231M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65M+ 3.41% |
$225M - $248M
|
111M
$6.44B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.5M+ 7.33% |
$216M - $238M
|
51.2M
$2.98B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72M+ 10.57% |
$168M - $184M
|
28.4M
$1.65B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.66M+ 4.09% |
$164M - $181M
|
67.8M
$3.94B
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.9M+ 25.53% |
$117M - $129M
|
9.34M
$543M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.55MNew |
$95.5M - $105M
|
1.55M
$90.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.44M+ 4.16% |
$88.7M - $97.6M
|
36M
$2.09B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37M+ 3.34% |
$84.7M - $93.2M
|
42.6M
$2.47B
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.28M+ 83.66% |
$78.9M - $86.8M
|
2.81M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.08M+ 5.37% |
$66.9M - $73.6M
|
21.3M
$1.24B
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
977K+ 40.49% |
$60.3M - $66.3M
|
3.39M
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
943K+ 5729.59% |
$58.1M - $64M
|
959K
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
907K+ 2.38% |
$55.9M - $61.6M
|
39M
$2.27B
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
824KNew |
$50.8M - $55.9M
|
824K
$47.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
802K+ 528.05% |
$49.5M - $54.4M
|
954K
$55.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
729KNew |
$44.9M - $49.5M
|
729K
$42.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
714K+ 1543.75% |
$44.1M - $48.5M
|
761K
$44.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
691KNew |
$42.6M - $46.9M
|
691K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
613K+ 19.95% |
$37.8M - $41.6M
|
3.68M
$214M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
564K+ 16.63% |
$34.8M - $38.3M
|
3.96M
$230M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
512K+ 16.59% |
$31.6M - $34.8M
|
3.6M
$209M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
508K+ 12.23% |
$31.4M - $34.5M
|
4.67M
$271M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
492K+ 6.48% |
$30.4M - $33.4M
|
8.09M
$470M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
492K+ 6.48% |
$30.4M - $33.4M
|
8.09M
$470M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
470K+ 1538.45% |
$29M - $31.9M
|
500K
$29.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
469K+ 25.89% |
$28.9M - $31.8M
|
2.28M
$133M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
435K+ 4324.46% |
$26.8M - $29.5M
|
445K
$25.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
434K+ 2457.35% |
$26.8M - $29.5M
|
452K
$26.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
426KNew |
$26.3M - $28.9M
|
426K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
414K+ 3.33% |
$25.5M - $28.1M
|
12.8M
$746M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
411K+ 5.71% |
$25.3M - $27.9M
|
7.61M
$442M
|
|
|
Feb 10, 2025
Q4 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
389KNew |
$24M - $26.4M
|
389K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
380K+ 16.56% |
$23.5M - $25.8M
|
2.68M
$156M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
357K+ 6398.22% |
$22M - $24.2M
|
362K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
348KNew |
$21.4M - $23.6M
|
348K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
344KNew |
$21.2M - $23.3M
|
344K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
315KNew |
$19.4M - $21.4M
|
315K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
301K+ 4.99% |
$18.6M - $20.4M
|
6.33M
$368M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
301K+ 1485.93% |
$18.6M - $20.4M
|
321K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
295K+ 26.32% |
$18.2M - $20M
|
1.42M
$82.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
295KNew |
$18.2M - $20M
|
295K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
289K+ 6393.25% |
$17.8M - $19.6M
|
293K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
285KNew |
$17.6M - $19.3M
|
285K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
283K+ 9.9% |
$17.4M - $19.2M
|
3.14M
$183M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276K+ 3.92% |
$17M - $18.7M
|
7.33M
$426M
|