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 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.15KNew |
$379K - $417K
|
6.15K
$373K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6.13KNew |
$378K - $416K
|
6.13K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.11K+ 3.82% |
$377K - $415K
|
166K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
6.1K+ 11.62% |
$376K - $414K
|
58.6K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.03K+ 14.14% |
$372K - $409K
|
48.7K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.93K+ 42.02% |
$366K - $402K
|
20K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93K+ 16.06% |
$366K - $402K
|
42.8K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.93K+ 4.42% |
$366K - $402K
|
140K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.89K+ 1.66% |
$363K - $400K
|
361K
$21.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
5.88K+ 0.79% |
$362K - $399K
|
750K
$45.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.82K+ 4.41% |
$359K - $395K
|
138K
$8.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.8KNew |
$358K - $393K
|
5.8K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.79K+ 16.09% |
$357K - $393K
|
41.8K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
5.78K+ 90.76% |
$356K - $392K
|
12.1K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$354K - $389K
|
5.74K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.72K+ 82.81% |
$353K - $388K
|
12.6K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
5.72K+ 31.63% |
$353K - $388K
|
23.8K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.68K+ 5.2% |
$350K - $385K
|
115K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.67K+ 1.86% |
$350K - $385K
|
310K
$18.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.66K+ 2.48% |
$349K - $384K
|
233K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.59K+ 0.92% |
$345K - $379K
|
613K
$37.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.55K+ 76.17% |
$343K - $377K
|
12.8K
$780K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.53K+ 9.29% |
$341K - $375K
|
65K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.46K+ 0.36% |
$337K - $371K
|
1.53M
$93.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5.46K+ 1.54% |
$337K - $371K
|
359K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.46K+ 1.15% |
$337K - $371K
|
481K
$29.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.42KNew |
$334K - $368K
|
5.42K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.41K+ 152.08% |
$334K - $367K
|
8.97K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.4K+ 14.01% |
$333K - $366K
|
43.9K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.39KNew |
$333K - $366K
|
5.39K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
5.38KNew |
$332K - $365K
|
5.38K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.34K+ 13.36% |
$329K - $362K
|
45.3K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 25.17% |
$329K - $362K
|
26.5K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
5.28KNew |
$326K - $359K
|
5.28K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.27K+ 123.25% |
$325K - $358K
|
9.55K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.27K+ 4.14% |
$325K - $358K
|
133K
$8.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.26K+ 83.9% |
$324K - $357K
|
11.5K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.25K+ 1.75% |
$324K - $356K
|
304K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.23K+ 25.49% |
$322K - $355K
|
25.7K
$1.56M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.17KNew |
$319K - $351K
|
5.17K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.17K+ 5.44% |
$319K - $351K
|
100K
$6.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5.16K+ 1.96% |
$318K - $350K
|
269K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 36.0% |
$316K - $348K
|
19.4K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.1K+ 2.13% |
$315K - $346K
|
245K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
5.1KNew |
$314K - $346K
|
5.1K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.09K+ 0.53% |
$314K - $345K
|
963K
$58.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.08KNew |
$314K - $345K
|
5.08K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.08K+ 62.86% |
$313K - $345K
|
13.2K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.08K+ 0.68% |
$313K - $345K
|
755K
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5.08K+ 34.44% |
$313K - $345K
|
19.8K
$1.2M
|