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 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.04K+ 17.09% |
$249K - $274K
|
27.7K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.04KNew |
$249K - $274K
|
4.04K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.01K+ 1.63% |
$247K - $272K
|
250K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
4K+ 1.33% |
$247K - $272K
|
304K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.92K+ 0.05% |
$242K - $266K
|
7.17M
$393M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.92KNew |
$242K - $266K
|
3.92K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.9KNew |
$241K - $265K
|
3.9K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 2.48% |
$240K - $264K
|
161K
$8.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.88K+ 6.57% |
$239K - $263K
|
62.9K
$3.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.87K+ 2.48% |
$239K - $263K
|
160K
$8.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85KNew |
$237K - $261K
|
3.85K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.83KNew |
$236K - $260K
|
3.83K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.81K+ 2.95% |
$235K - $259K
|
133K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.81KNew |
$235K - $259K
|
3.81K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$234K - $258K
|
3.8K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.8K+ 14.26% |
$234K - $258K
|
30.4K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.8K+ 2.37% |
$234K - $258K
|
164K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.77KNew |
$233K - $256K
|
3.77K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.77K+ 3.75% |
$233K - $256K
|
104K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$229K - $252K
|
3.71K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.71K+ 5.3% |
$229K - $252K
|
73.6K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.69K+ 2.29% |
$228K - $250K
|
165K
$9.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.68K+ 5.2% |
$227K - $250K
|
74.4K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.68KNew |
$227K - $249K
|
3.68K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.67K+ 2.93% |
$226K - $249K
|
129K
$7.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.64K+ 2.26% |
$225K - $247K
|
165K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.64KNew |
$225K - $247K
|
3.64K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.63K+ 1075.67% |
$224K - $246K
|
3.96K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.61KNew |
$222K - $245K
|
3.61K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
3.6K+ 48.16% |
$222K - $244K
|
11.1K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.59KNew |
$221K - $244K
|
3.59K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.55K+ 2.91% |
$219K - $241K
|
125K
$6.87M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
3.55K+ 12.92% |
$219K - $241K
|
31K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.51K+ 80.13% |
$217K - $238K
|
7.9K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.5K+ 20.7% |
$216K - $237K
|
20.4K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.49K+ 16.32% |
$215K - $237K
|
24.9K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.48KNew |
$215K - $236K
|
3.48K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.45K+ 32.42% |
$213K - $234K
|
14.1K
$772K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 5.44% |
$212K - $233K
|
66.6K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.43KNew |
$212K - $233K
|
3.43K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.4KNew |
$210K - $231K
|
3.4K
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.4K+ 21.39% |
$209K - $230K
|
19.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
3.38K+ 1534.55% |
$208K - $229K
|
3.6K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.37K+ 11.32% |
$208K - $229K
|
33.1K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.36KNew |
$207K - $228K
|
3.36K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.35KNew |
$207K - $228K
|
3.35K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.35KNew |
$207K - $227K
|
3.35K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.33K+ 5.61% |
$206K - $226K
|
62.8K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.33KNew |
$206K - $226K
|
3.33K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.33KNew |
$205K - $226K
|
3.33K
$182K
|