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 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.45K+ 32.42% |
$213K - $234K
|
14.1K
$855K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 5.44% |
$212K - $233K
|
66.6K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.43KNew |
$212K - $233K
|
3.43K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.4KNew |
$210K - $231K
|
3.4K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.4K+ 21.39% |
$209K - $230K
|
19.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
3.38K+ 1534.55% |
$208K - $229K
|
3.6K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.37K+ 11.32% |
$208K - $229K
|
33.1K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.36KNew |
$207K - $228K
|
3.36K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.35KNew |
$207K - $228K
|
3.35K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.35KNew |
$207K - $227K
|
3.35K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.33K+ 5.61% |
$206K - $226K
|
62.8K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.33KNew |
$206K - $226K
|
3.33K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.33KNew |
$205K - $226K
|
3.33K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 5.74% |
$205K - $226K
|
61.2K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$200K - $221K
|
3.25K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
3.25KNew |
$200K - $220K
|
3.25K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.24K+ 1.12% |
$200K - $220K
|
293K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.72M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.15K+ 5.22% |
$194K - $213K
|
63.4K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 9.42% |
$194K - $213K
|
36.5K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.14K+ 18.94% |
$194K - $213K
|
19.7K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.14K+ 1.67% |
$194K - $213K
|
191K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.13K+ 1.8% |
$193K - $212K
|
177K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 1.52% |
$193K - $212K
|
209K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.1K+ 5.01% |
$191K - $210K
|
64.9K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.08K+ 3.62% |
$190K - $209K
|
88.3K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.07K+ 22.82% |
$190K - $209K
|
16.5K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.06K+ 33.42% |
$189K - $208K
|
12.2K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.06KNew |
$189K - $207K
|
3.06K
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 2.63% |
$188K - $207K
|
119K
$7.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.03K+ 2.38% |
$187K - $206K
|
131K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.03K+ 4.37% |
$187K - $206K
|
72.4K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.98KNew |
$184K - $202K
|
2.98K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.98K+ 3.88% |
$184K - $202K
|
79.8K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.97K+ 9.54% |
$183K - $202K
|
34.1K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
2.97K+ 90.73% |
$183K - $201K
|
6.24K
$379K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.95K+ 35.38% |
$182K - $200K
|
11.3K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.95K+ 17.11% |
$182K - $200K
|
20.2K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.95K+ 3.42% |
$182K - $200K
|
89.3K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.95K+ 91.24% |
$182K - $200K
|
6.18K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.93K+ 20.4% |
$180K - $199K
|
17.3K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.93K+ 10.93% |
$180K - $199K
|
29.7K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.91K+ 1.45% |
$180K - $198K
|
204K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.89K+ 5.98% |
$178K - $196K
|
51.3K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.85K+ 27.34% |
$176K - $193K
|
13.3K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.85K+ 1.57% |
$176K - $193K
|
185K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 27.64% |
$173K - $191K
|
13K
$788K
|