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
|
David J Yvars Group
|
BUY
|
- |
1.25K+ 1.47% |
$77.2K - $84.9K
|
86.3K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.24K+ 19.15% |
$76.7K - $84.4K
|
7.73K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.24KNew |
$76.3K - $84K
|
1.24K
$67.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.94% |
$76.1K - $83.8K
|
43.2K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.22KNew |
$75.2K - $82.7K
|
1.22K
$66.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.22K+ 4.4% |
$75.1K - $82.7K
|
28.9K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.21K+ 0.81% |
$74.7K - $82.2K
|
150K
$8.24M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.2K+ 1.14% |
$74.2K - $81.6K
|
107K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.2K+ 4.05% |
$74K - $81.4K
|
30.8K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
1.2K+ 0.66% |
$74K - $81.4K
|
184K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.19K+ 1.74% |
$73.2K - $80.5K
|
69.2K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.18K+ 8.07% |
$72.8K - $80.2K
|
15.8K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.18K+ 3.25% |
$72.7K - $80K
|
37.4K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.16K+ 0.96% |
$71.2K - $78.4K
|
121K
$6.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.15K+ 0.58% |
$71K - $78.1K
|
201K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.15K+ 15.97% |
$70.8K - $77.9K
|
8.34K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 13.31% |
$70.6K - $77.7K
|
9.75K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 2.31% |
$70K - $77K
|
50.2K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.13K+ 14.02% |
$69.4K - $76.4K
|
9.15K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.13K+ 8.35% |
$69.4K - $76.4K
|
14.6K
$801K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.12K+ 7.48% |
$69.1K - $76.1K
|
16.1K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.12K+ 0.39% |
$69.1K - $76.1K
|
289K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.11KNew |
$68.3K - $75.2K
|
1.11K
$60.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.1K+ 4.9% |
$67.8K - $74.6K
|
23.5K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.09K+ 10.2% |
$67.4K - $74.2K
|
11.8K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.07K+ 25.55% |
$65.9K - $72.5K
|
5.25K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 13.05% |
$65.4K - $72K
|
9.19K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.05K+ 0.42% |
$64.5K - $71K
|
250K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.04K+ 7.88% |
$64.4K - $70.9K
|
14.3K
$784K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.18% |
$64.4K - $70.9K
|
89.9K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.04K+ 2.43% |
$64.3K - $70.8K
|
43.9K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.04K+ 1.73% |
$64.3K - $70.8K
|
61.4K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
1.04K+ 0.43% |
$64.3K - $70.7K
|
244K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.04K+ 0.38% |
$63.8K - $70.2K
|
273K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.03KNew |
$63.5K - $69.9K
|
1.03K
$56.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.01K+ 14.03% |
$62.3K - $68.5K
|
8.21K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1K+ 13.8% |
$61.7K - $67.9K
|
8.25K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
991+ 1.61% |
$61.1K - $67.3K
|
62.4K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
975+ 3.45% |
$60.1K - $66.2K
|
29.2K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
974+ 1.41% |
$60.1K - $66.1K
|
70.2K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
974+ 3.32% |
$60.1K - $66.1K
|
30.3K
$1.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
965+ 1.26% |
$59.5K - $65.5K
|
77.8K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
963+ 6.04% |
$59.4K - $65.4K
|
16.9K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
961+ 10.48% |
$59.3K - $65.2K
|
10.1K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
959+ 6.53% |
$59.2K - $65.1K
|
15.6K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
955+ 10.21% |
$58.9K - $64.8K
|
10.3K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
952+ 17.97% |
$58.7K - $64.6K
|
6.25K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
951+ 7.03% |
$58.7K - $64.5K
|
14.5K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
951+ 0.58% |
$58.7K - $64.5K
|
166K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
940New |
$58K - $63.8K
|
940
$51.6K
|