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 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
273K+ 2388.47% |
$16.8M - $18.5M
|
284K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
261K+ 172.53% |
$16.1M - $17.7M
|
413K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
253K+ 396.57% |
$15.6M - $17.2M
|
317K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
252K+ 163.63% |
$15.5M - $17.1M
|
405K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
244K+ 29.9% |
$15.1M - $16.6M
|
1.06M
$61.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
238KNew |
$14.7M - $16.2M
|
238K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
237K+ 48.08% |
$14.6M - $16.1M
|
731K
$42.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
224K+ 3314.78% |
$13.8M - $15.2M
|
230K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
223KNew |
$13.8M - $15.1M
|
223K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
218KNew |
$13.5M - $14.8M
|
218K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
217KNew |
$13.4M - $14.7M
|
217K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
213K+ 330.16% |
$13.1M - $14.5M
|
278K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
201K+ 107.37% |
$12.4M - $13.6M
|
387K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
197K+ 3.05% |
$12.1M - $13.4M
|
6.64M
$387M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
195KNew |
$12M - $13.2M
|
195K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
190K+ 172.04% |
$11.7M - $12.9M
|
301K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
190KNew |
$11.7M - $12.9M
|
190K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
190K+ 5.94% |
$11.7M - $12.9M
|
3.39M
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
189K+ 1.79% |
$11.6M - $12.8M
|
10.7M
$624M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
187K+ 27.26% |
$11.6M - $12.7M
|
875K
$50.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
185KNew |
$11.4M - $12.6M
|
185K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
179K+ 154.79% |
$11M - $12.1M
|
295K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
177K+ 12.78% |
$10.9M - $12M
|
1.56M
$90.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
170K+ 6.26% |
$10.5M - $11.6M
|
2.89M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
160K+ 54.25% |
$9.84M - $10.8M
|
454K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
158KNew |
$9.72M - $10.7M
|
158K
$9.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
156K+ 1.72% |
$9.65M - $10.6M
|
9.24M
$538M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 2.5% |
$9.39M - $10.3M
|
6.24M
$363M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
147K+ 3.54% |
$9.06M - $9.96M
|
4.29M
$250M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
142K+ 2.97% |
$8.74M - $9.62M
|
4.91M
$286M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
141K+ 1089.57% |
$8.67M - $9.54M
|
154K
$8.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
139KNew |
$8.59M - $9.45M
|
139K
$8.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
138KNew |
$8.54M - $9.39M
|
138K
$8.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
137K+ 500.79% |
$8.46M - $9.3M
|
164K
$9.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
129KNew |
$7.93M - $8.73M
|
129K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
127K+ 38.33% |
$7.86M - $8.65M
|
460K
$26.8M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 7.86% |
$7.83M - $8.62M
|
1.74M
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
125K+ 345.4% |
$7.71M - $8.48M
|
161K
$9.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
125K+ 78.43% |
$7.71M - $8.48M
|
284K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
124KNew |
$7.65M - $8.41M
|
124K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
121K+ 139.43% |
$7.48M - $8.23M
|
208K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
115KNew |
$7.11M - $7.83M
|
115K
$6.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
113K+ 2.7% |
$6.98M - $7.68M
|
4.31M
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
113K+ 19.06% |
$6.95M - $7.64M
|
703K
$40.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
112K+ 906.04% |
$6.93M - $7.62M
|
125K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
112K+ 362.94% |
$6.89M - $7.59M
|
143K
$8.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
111K+ 5.56% |
$6.82M - $7.51M
|
2.1M
$122M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108K+ 17.3% |
$6.68M - $7.36M
|
735K
$42.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
108K+ 194.52% |
$6.65M - $7.32M
|
163K
$9.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
108K+ 5.55% |
$6.64M - $7.31M
|
2.05M
$119M
|