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 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.81K+ 6.01% |
$173K - $191K
|
49.6K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$173K - $191K
|
137K
$8.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.81K+ 1.85% |
$173K - $190K
|
154K
$9.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.8K+ 4.31% |
$172K - $190K
|
67.6K
$4.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.79K+ 0.22% |
$172K - $189K
|
1.29M
$78.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.78K+ 29.07% |
$171K - $189K
|
12.3K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 2.86% |
$171K - $189K
|
100K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
2.75K+ 30.22% |
$170K - $187K
|
11.9K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.73K+ 70.96% |
$168K - $185K
|
6.57K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 0.66% |
$168K - $185K
|
416K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.72K+ 6.38% |
$168K - $184K
|
45.3K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.71K+ 7.44% |
$167K - $184K
|
39.1K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$164K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.66K+ 2.62% |
$164K - $181K
|
104K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.66KNew |
$164K - $180K
|
2.66K
$161K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.65K+ 9.57% |
$163K - $180K
|
30.3K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.63K+ 62.0% |
$162K - $178K
|
6.86K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 1.85% |
$162K - $178K
|
145K
$8.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 3.62% |
$161K - $177K
|
74.8K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.61K+ 5.33% |
$161K - $177K
|
51.5K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.61K+ 7.25% |
$161K - $177K
|
38.6K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.54K+ 0.2% |
$157K - $172K
|
1.3M
$78.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.54K+ 7.81% |
$156K - $172K
|
35K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$156K - $172K
|
87.5K
$5.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.52K+ 0.92% |
$155K - $171K
|
278K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.52K+ 10.01% |
$155K - $171K
|
27.7K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.52KNew |
$155K - $171K
|
2.52K
$153K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1.09% |
$154K - $170K
|
233K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.47K+ 0.53% |
$153K - $168K
|
469K
$28.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.47K+ 75.14% |
$152K - $168K
|
5.76K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 13.1% |
$152K - $168K
|
21.3K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.46K+ 4.55% |
$152K - $167K
|
56.6K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.45K+ 6.22% |
$151K - $166K
|
41.8K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.44K+ 43.71% |
$150K - $165K
|
8.01K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.43KNew |
$150K - $165K
|
2.43K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.41K+ 0.71% |
$149K - $164K
|
344K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.39K+ 1.02% |
$147K - $162K
|
237K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.39K+ 2.24% |
$147K - $162K
|
109K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.38K+ 6.32% |
$147K - $161K
|
40K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.38K+ 2.78% |
$146K - $161K
|
87.7K
$5.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.37K+ 0.43% |
$146K - $161K
|
559K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.36K+ 8.17% |
$146K - $160K
|
31.3K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.36K+ 41.43% |
$145K - $160K
|
8.04K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.35K+ 586.78% |
$145K - $160K
|
2.75K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.34K+ 2.87% |
$144K - $158K
|
83.6K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.33K+ 0.76% |
$144K - $158K
|
309K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 2.65% |
$144K - $158K
|
90.2K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 1.85% |
$144K - $158K
|
128K
$7.79M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.32KNew |
$143K - $158K
|
2.32K
$141K
|