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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.62K+ 3.64% |
$470K - $517K
|
217K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.6K+ 4.94% |
$468K - $515K
|
161K
$9.79M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.58KNew |
$468K - $515K
|
7.58K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.55K+ 7.29% |
$466K - $513K
|
111K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.54KNew |
$465K - $512K
|
7.54K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.53K+ 2.03% |
$465K - $511K
|
379K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
7.49KNew |
$462K - $508K
|
7.49K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.48K+ 39.4% |
$461K - $508K
|
26.5K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.47K+ 0.72% |
$461K - $507K
|
1.04M
$63.2M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.37K+ 97.59% |
$455K - $500K
|
14.9K
$906K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.35K+ 20.29% |
$453K - $499K
|
43.6K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.32K+ 74.42% |
$451K - $496K
|
17.1K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7.27K+ 4.47% |
$449K - $494K
|
170K
$10.3M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
7.26KNew |
$448K - $493K
|
7.26K
$441K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
7.22KNew |
$445K - $490K
|
7.22K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
7.2KNew |
$444K - $489K
|
7.2K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.16K+ 143200.0% |
$442K - $486K
|
7.17K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.16K+ 9.65% |
$442K - $486K
|
81.3K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.14K+ 6.5% |
$440K - $485K
|
117K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7.1K+ 1.82% |
$438K - $482K
|
398K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.03K+ 28.23% |
$434K - $477K
|
31.9K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
7.01KNew |
$432K - $476K
|
7.01K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.99K+ 23.05% |
$431K - $474K
|
37.3K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.97K+ 0.94% |
$430K - $473K
|
751K
$45.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.9K+ 4.0% |
$426K - $468K
|
180K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.88K+ 68.48% |
$424K - $467K
|
16.9K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
6.87K+ 6.94% |
$423K - $466K
|
106K
$6.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
6.83K+ 3.27% |
$421K - $464K
|
216K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.82K+ 15.64% |
$420K - $463K
|
50.4K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.81K+ 25.8% |
$420K - $462K
|
33.2K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.76KNew |
$417K - $459K
|
6.76K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.74K+ 2.09% |
$416K - $458K
|
330K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.73K+ 4.25% |
$415K - $457K
|
165K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.72KNew |
$414K - $456K
|
6.72K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 3.26% |
$411K - $452K
|
211K
$12.8M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
6.59KNew |
$406K - $447K
|
6.59K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.56K+ 2.8% |
$405K - $445K
|
241K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.52KNew |
$402K - $443K
|
6.52K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
6.49KNew |
$400K - $440K
|
6.49K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.42K+ 4.2% |
$396K - $436K
|
159K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.38K+ 0.77% |
$394K - $433K
|
831K
$50.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.37K+ 9.92% |
$393K - $432K
|
70.5K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.35K+ 50.91% |
$392K - $431K
|
18.8K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.33K+ 2.43% |
$391K - $430K
|
267K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.33K+ 35.61% |
$390K - $429K
|
24.1K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.28K+ 34.81% |
$387K - $426K
|
24.3K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.26K+ 0.8% |
$386K - $425K
|
785K
$47.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.23K+ 1.45% |
$385K - $423K
|
437K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.19K+ 6.74% |
$382K - $420K
|
98K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
6.18KNew |
$381K - $419K
|
6.18K
$375K
|