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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.64% |
$82.9K - $91.2K
|
38.2K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.33K+ 2.16% |
$82.2K - $90.5K
|
63.1K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
1.33K+ 0.16% |
$82.2K - $90.4K
|
816K
$49.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.33K+ 9.37% |
$81.8K - $90.1K
|
15.5K
$940K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.32K+ 10.03% |
$81.4K - $89.6K
|
14.5K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.3KNew |
$80.4K - $88.4K
|
1.3K
$79.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 52.67% |
$80.3K - $88.4K
|
3.77K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 8.08% |
$80.3K - $88.4K
|
17.4K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.3K+ 26.97% |
$80.2K - $88.2K
|
6.12K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.28K+ 2853.33% |
$79.2K - $87.1K
|
1.33K
$80.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.28KNew |
$78.8K - $86.7K
|
1.28K
$77.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.26KNew |
$77.7K - $85.5K
|
1.26K
$76.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.26K+ 1.91% |
$77.7K - $85.4K
|
67.3K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.25K+ 1.47% |
$77.2K - $84.9K
|
86.3K
$5.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.24K+ 19.15% |
$76.7K - $84.4K
|
7.73K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.24KNew |
$76.3K - $84K
|
1.24K
$75.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.94% |
$76.1K - $83.8K
|
43.2K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.22KNew |
$75.2K - $82.7K
|
1.22K
$74K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.22K+ 4.4% |
$75.1K - $82.7K
|
28.9K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.21K+ 0.81% |
$74.7K - $82.2K
|
150K
$9.12M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.2K+ 1.14% |
$74.2K - $81.6K
|
107K
$6.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.2K+ 4.05% |
$74K - $81.4K
|
30.8K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
1.2K+ 0.66% |
$74K - $81.4K
|
184K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.19K+ 1.74% |
$73.2K - $80.5K
|
69.2K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.18K+ 8.07% |
$72.8K - $80.2K
|
15.8K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.18K+ 3.25% |
$72.7K - $80K
|
37.4K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.16K+ 0.96% |
$71.2K - $78.4K
|
121K
$7.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.15K+ 0.58% |
$71K - $78.1K
|
201K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.15K+ 15.97% |
$70.8K - $77.9K
|
8.34K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 13.31% |
$70.6K - $77.7K
|
9.75K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 2.31% |
$70K - $77K
|
50.2K
$3.05M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.13K+ 4.11% |
$69.7K - $76.7K
|
28.6K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.13K+ 14.02% |
$69.4K - $76.4K
|
9.15K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.13K+ 8.35% |
$69.4K - $76.4K
|
14.6K
$886K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.12K+ 7.48% |
$69.1K - $76.1K
|
16.1K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.12K+ 0.39% |
$69.1K - $76.1K
|
289K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.11KNew |
$68.3K - $75.2K
|
1.11K
$67.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.1K+ 4.9% |
$67.8K - $74.6K
|
23.5K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.09K+ 10.2% |
$67.4K - $74.2K
|
11.8K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.07K+ 25.55% |
$65.9K - $72.5K
|
5.25K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 13.05% |
$65.4K - $72K
|
9.19K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.05K+ 0.42% |
$64.5K - $71K
|
250K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.04K+ 7.88% |
$64.4K - $70.9K
|
14.3K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.18% |
$64.4K - $70.9K
|
89.9K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.04K+ 2.43% |
$64.3K - $70.8K
|
43.9K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.04K+ 1.73% |
$64.3K - $70.8K
|
61.4K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
1.04K+ 0.43% |
$64.3K - $70.7K
|
244K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.04K+ 0.38% |
$63.8K - $70.2K
|
273K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.03KNew |
$63.5K - $69.9K
|
1.03K
$62.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.01K+ 14.03% |
$62.3K - $68.5K
|
8.21K
$498K
|