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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31.5K+ 176.36% |
$1.95M - $2.14M
|
49.4K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.6K+ 39.49% |
$1.7M - $1.87M
|
97.4K
$6.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.4K+ 29.08% |
$1.69M - $1.86M
|
121K
$7.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.6K+ 14.61% |
$1.64M - $1.8M
|
208K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 70.57% |
$1.63M - $1.8M
|
64K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.4K+ 5.92% |
$1.63M - $1.79M
|
472K
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.6K+ 4.39% |
$1.58M - $1.73M
|
608K
$39.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.2K+ 16.4% |
$1.5M - $1.65M
|
172K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
23.6K+ 5888.03% |
$1.46M - $1.6M
|
24K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
23.5KNew |
$1.45M - $1.59M
|
23.5K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
22.2K+ 1.76% |
$1.37M - $1.5M
|
1.28M
$83.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 17.92% |
$1.36M - $1.5M
|
145K
$9.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.1K+ 3.34% |
$1.36M - $1.5M
|
683K
$44.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
21.7K+ 53.28% |
$1.34M - $1.47M
|
62.4K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 7.26% |
$1.34M - $1.47M
|
320K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21K+ 29.22% |
$1.3M - $1.43M
|
92.9K
$6.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.9K+ 45.56% |
$1.29M - $1.42M
|
66.9K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.8K+ 3.06% |
$1.28M - $1.41M
|
701K
$45.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.3KNew |
$1.25M - $1.38M
|
20.3K
$1.33M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
19.3K+ 14.88% |
$1.19M - $1.31M
|
149K
$9.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.2K+ 2.65% |
$1.19M - $1.3M
|
745K
$48.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.18M - $1.3M
|
19.2K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.1KNew |
$1.18M - $1.3M
|
19.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.3K+ 441.61% |
$1.13M - $1.24M
|
22.5K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.3KNew |
$1.13M - $1.24M
|
18.3K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 8.43% |
$1.09M - $1.2M
|
228K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.6K+ 8.38% |
$1.09M - $1.2M
|
228K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.4K+ 5.77% |
$1.07M - $1.18M
|
319K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.3K+ 6.39% |
$1.07M - $1.17M
|
288K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17K+ 5.7% |
$1.05M - $1.15M
|
315K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 6.92% |
$1.01M - $1.11M
|
253K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
16.3K+ 6.48% |
$1.01M - $1.11M
|
269K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
16.2K+ 49.59% |
$1M - $1.1M
|
48.9K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2KNew |
$997K - $1.1M
|
16.2K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
16.1K+ 12.22% |
$994K - $1.09M
|
148K
$9.68M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.5K+ 8.23% |
$956K - $1.05M
|
204K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.4K+ 18.94% |
$949K - $1.04M
|
96.6K
$6.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15.2K+ 1.27% |
$939K - $1.03M
|
1.21M
$79.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.9K+ 26.06% |
$917K - $1.01M
|
72K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.8K+ 18.81% |
$915K - $1.01M
|
93.7K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
14.6KNew |
$902K - $993K
|
14.6K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 64.33% |
$897K - $987K
|
37.2K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.5KNew |
$896K - $986K
|
14.5K
$950K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.1K+ 3.97% |
$869K - $956K
|
369K
$24.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 7.21% |
$853K - $938K
|
206K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 15.95% |
$839K - $923K
|
98.9K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$814K - $895K
|
13.2K
$863K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.9K+ 500.0% |
$796K - $876K
|
15.5K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 35.58% |
$791K - $871K
|
48.9K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
12.5K+ 10.67% |
$770K - $847K
|
130K
$8.47M
|