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 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 5.74% |
$205K - $226K
|
61.2K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$200K - $221K
|
3.25K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
3.25KNew |
$200K - $220K
|
3.25K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.24K+ 1.12% |
$200K - $220K
|
293K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$177K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.26M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.15K+ 5.22% |
$194K - $213K
|
63.4K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 9.42% |
$194K - $213K
|
36.5K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.14K+ 18.94% |
$194K - $213K
|
19.7K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.14K+ 1.67% |
$194K - $213K
|
191K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.13K+ 1.8% |
$193K - $212K
|
177K
$9.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 1.52% |
$193K - $212K
|
209K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.1K+ 5.01% |
$191K - $210K
|
64.9K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.08K+ 3.62% |
$190K - $209K
|
88.3K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.07K+ 22.82% |
$190K - $209K
|
16.5K
$908K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.06K+ 33.42% |
$189K - $208K
|
12.2K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.06KNew |
$189K - $207K
|
3.06K
$168K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 2.63% |
$188K - $207K
|
119K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.03K+ 2.38% |
$187K - $206K
|
131K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.03K+ 4.37% |
$187K - $206K
|
72.4K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.98KNew |
$184K - $202K
|
2.98K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.98K+ 3.88% |
$184K - $202K
|
79.8K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.97K+ 9.54% |
$183K - $202K
|
34.1K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
2.97K+ 90.73% |
$183K - $201K
|
6.24K
$342K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.95K+ 35.38% |
$182K - $200K
|
11.3K
$619K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.95K+ 17.11% |
$182K - $200K
|
20.2K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.95K+ 3.42% |
$182K - $200K
|
89.3K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.95K+ 91.24% |
$182K - $200K
|
6.18K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.93K+ 20.4% |
$180K - $199K
|
17.3K
$947K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.93K+ 10.93% |
$180K - $199K
|
29.7K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.91K+ 1.45% |
$180K - $198K
|
204K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.89K+ 5.98% |
$178K - $196K
|
51.3K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.85K+ 27.34% |
$176K - $193K
|
13.3K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.85K+ 1.57% |
$176K - $193K
|
185K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 27.64% |
$173K - $191K
|
13K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.81K+ 6.01% |
$173K - $191K
|
49.6K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$173K - $191K
|
137K
$7.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.81K+ 1.85% |
$173K - $190K
|
154K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.8K+ 4.31% |
$172K - $190K
|
67.6K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.79K+ 0.22% |
$172K - $189K
|
1.29M
$70.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.78K+ 29.07% |
$171K - $189K
|
12.3K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 2.86% |
$171K - $189K
|
100K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
2.75K+ 30.22% |
$170K - $187K
|
11.9K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.73K+ 70.96% |
$168K - $185K
|
6.57K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 0.66% |
$168K - $185K
|
416K
$22.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.72K+ 6.38% |
$168K - $184K
|
45.3K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.71K+ 7.44% |
$167K - $184K
|
39.1K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$148K
|