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
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
9.43KNew |
$582K - $640K
|
9.43K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
9.37K+ 6.35% |
$578K - $636K
|
157K
$8.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
9.36K+ 2.74% |
$577K - $635K
|
350K
$19.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.17KNew |
$566K - $623K
|
9.17K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.1KNew |
$561K - $618K
|
9.1K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.08K+ 5.41% |
$560K - $616K
|
177K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.01K+ 6.33% |
$556K - $611K
|
151K
$8.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.99K+ 17.71% |
$555K - $610K
|
59.8K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.94K+ 8.01% |
$552K - $607K
|
121K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.9KNew |
$549K - $604K
|
8.9K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.87K+ 2.27% |
$547K - $602K
|
399K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.81KNew |
$544K - $598K
|
8.81K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.67K+ 0.68% |
$535K - $588K
|
1.29M
$70.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.66K+ 10.24% |
$534K - $588K
|
93.2K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.61K+ 6.77% |
$531K - $584K
|
136K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.56K+ 9.2% |
$528K - $581K
|
102K
$5.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.45KNew |
$521K - $573K
|
8.45K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
8.41K+ 3.73% |
$519K - $571K
|
234K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.34K+ 16.64% |
$514K - $566K
|
58.5K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.27K+ 4.25% |
$510K - $561K
|
203K
$11.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.25KNew |
$509K - $560K
|
8.25K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.24KNew |
$508K - $559K
|
8.24K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.23K+ 235.13% |
$507K - $558K
|
11.7K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8.21K+ 16.97% |
$507K - $557K
|
56.6K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8.14KNew |
$502K - $553K
|
8.14K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
8.13KNew |
$501K - $551K
|
8.13K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.09KNew |
$499K - $549K
|
8.09K
$445K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.02K+ 1155.48% |
$495K - $544K
|
8.71K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.01K+ 3.81% |
$494K - $544K
|
218K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.98K+ 26.95% |
$492K - $541K
|
37.6K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.96K+ 5.7% |
$491K - $540K
|
147K
$8.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.94K+ 5.8% |
$490K - $539K
|
145K
$7.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.91K+ 1.2% |
$488K - $537K
|
665K
$36.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.89K+ 3.18% |
$486K - $535K
|
256K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
7.77K+ 1.15% |
$479K - $527K
|
684K
$37.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7.74K+ 5950.0% |
$477K - $525K
|
7.87K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.7K+ 9.07% |
$475K - $523K
|
92.6K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.69K+ 0.35% |
$474K - $522K
|
2.2M
$121M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.63KNew |
$470K - $518K
|
7.63K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.62K+ 3.64% |
$470K - $517K
|
217K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.6K+ 4.94% |
$468K - $515K
|
161K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.58KNew |
$468K - $515K
|
7.58K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.55K+ 7.29% |
$466K - $513K
|
111K
$6.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.54KNew |
$465K - $512K
|
7.54K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.53K+ 2.03% |
$465K - $511K
|
379K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
7.49KNew |
$462K - $508K
|
7.49K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.48K+ 39.4% |
$461K - $508K
|
26.5K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.47K+ 0.72% |
$461K - $507K
|
1.04M
$57.3M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.37K+ 97.59% |
$455K - $500K
|
14.9K
$821K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.35K+ 20.29% |
$453K - $499K
|
43.6K
$2.4M
|