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 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.17K+ 36.99% |
$134K - $147K
|
8.02K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.11K+ 1.47% |
$130K - $143K
|
146K
$8.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.11K+ 1.49% |
$130K - $143K
|
144K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.1K+ 3.28% |
$129K - $142K
|
65.9K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.09KNew |
$129K - $142K
|
2.09K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.07K+ 0.94% |
$128K - $140K
|
223K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.06K+ 14.61% |
$127K - $140K
|
16.2K
$886K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.06K+ 5.72% |
$127K - $139K
|
38K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 1.77% |
$126K - $139K
|
118K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.01K+ 10.24% |
$124K - $136K
|
21.6K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.04% |
$123K - $135K
|
194K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.99K+ 25.34% |
$122K - $135K
|
9.82K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.97% |
$120K - $133K
|
101K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.95K+ 0.4% |
$120K - $132K
|
491K
$26.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 0.31% |
$120K - $132K
|
625K
$34.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95K+ 8.91% |
$120K - $132K
|
23.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.95K+ 35.99% |
$120K - $132K
|
7.35K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.92K+ 16.19% |
$118K - $130K
|
13.8K
$755K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.92K+ 6.92% |
$118K - $130K
|
29.6K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.91K+ 15.33% |
$118K - $130K
|
14.4K
$789K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.91K+ 1.94% |
$118K - $130K
|
100K
$5.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.91K+ 72.35% |
$118K - $130K
|
4.55K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.89K+ 14.21% |
$117K - $128K
|
15.2K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 11.18% |
$116K - $128K
|
18.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.85K+ 1.27% |
$114K - $126K
|
147K
$8.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.85KNew |
$114K - $126K
|
1.85K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.83K+ 2.53% |
$113K - $124K
|
74K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 8.24% |
$112K - $124K
|
23.9K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.81K+ 2.43% |
$112K - $123K
|
76.6K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.81K+ 21.82% |
$112K - $123K
|
10.1K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.77K+ 1.58% |
$109K - $120K
|
114K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.76K+ 13.23% |
$108K - $119K
|
15.1K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.75KNew |
$108K - $119K
|
1.75K
$95.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.75K+ 0.44% |
$108K - $119K
|
397K
$21.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.73K+ 2.8% |
$107K - $118K
|
63.6K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.72K+ 5.18% |
$106K - $117K
|
35K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.72K+ 5.02% |
$106K - $117K
|
36K
$1.97M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 0.81% |
$105K - $115K
|
211K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.69K+ 10.78% |
$104K - $115K
|
17.4K
$952K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.68KNew |
$104K - $114K
|
1.68K
$92.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.68K+ 9.44% |
$103K - $114K
|
19.5K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.67K+ 3.79% |
$103K - $113K
|
45.6K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.66K+ 2.91% |
$102K - $112K
|
58.5K
$3.21M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.64KNew |
$101K - $111K
|
1.64K
$89.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.63K+ 5.34% |
$101K - $111K
|
32.2K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 7.41% |
$100K - $110K
|
23.5K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.62K+ 2.93% |
$99.9K - $110K
|
56.9K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.61K+ 7.73% |
$99.1K - $109K
|
22.4K
$1.23M
|