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
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
938+ 7.72% |
$57.9K - $63.7K
|
13.1K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
936+ 2.8% |
$57.7K - $63.5K
|
34.3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
927+ 9.84% |
$57.2K - $62.9K
|
10.3K
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
924+ 1.41% |
$57K - $62.7K
|
66.6K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
915+ 116.56% |
$56.4K - $62.1K
|
1.7K
$93.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
913+ 5.14% |
$56.3K - $62K
|
18.7K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
910+ 1.16% |
$56.1K - $61.8K
|
79.1K
$4.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
909+ 2.74% |
$56.1K - $61.7K
|
34.1K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
890+ 5.39% |
$54.9K - $60.4K
|
17.4K
$955K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
890+ 0.67% |
$54.9K - $60.4K
|
133K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
882+ 21.09% |
$54.4K - $59.9K
|
5.06K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
881+ 8.88% |
$54.3K - $59.8K
|
10.8K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
878+ 2.21% |
$54.2K - $59.6K
|
40.6K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
864+ 0.68% |
$53.3K - $58.6K
|
128K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
862+ 1231.43% |
$53.2K - $58.5K
|
932
$51.1K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
851+ 2.91% |
$52.5K - $57.8K
|
30.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
827New |
$51K - $56.1K
|
827
$45.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
817+ 4.12% |
$50.4K - $55.4K
|
20.6K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
800+ 62.94% |
$49.3K - $54.3K
|
2.07K
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
800+ 1.39% |
$49.3K - $54.3K
|
58.5K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 0.35% |
$49.3K - $54.3K
|
232K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.96% |
$49.3K - $54.3K
|
9.73K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
798+ 8.38% |
$49.2K - $54.2K
|
10.3K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
791+ 8.83% |
$48.8K - $53.7K
|
9.75K
$535K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
780+ 0.91% |
$48.1K - $52.9K
|
86.7K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
778+ 0.57% |
$48K - $52.8K
|
137K
$7.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
774New |
$47.7K - $52.5K
|
774
$42.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
765+ 1.88% |
$47.2K - $51.9K
|
41.5K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
764+ 0.63% |
$47.1K - $51.9K
|
121K
$6.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
760+ 1.04% |
$46.9K - $51.6K
|
73.9K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
760+ 0.5% |
$46.9K - $51.6K
|
154K
$8.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 20.24% |
$46.3K - $50.9K
|
4.46K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750New |
$46.3K - $50.9K
|
750
$41.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
748+ 1.05% |
$46.1K - $50.8K
|
72.3K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
748+ 0.95% |
$46.1K - $50.8K
|
79.2K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
747New |
$46.1K - $50.7K
|
747
$41K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
743+ 31.09% |
$45.8K - $50.4K
|
3.13K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
742+ 0.66% |
$45.8K - $50.4K
|
113K
$6.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
731+ 8.89% |
$45.1K - $49.6K
|
8.96K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
715+ 2.58% |
$44.1K - $48.5K
|
28.5K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
710New |
$43.8K - $48.2K
|
710
$38.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
707+ 13.43% |
$43.6K - $48K
|
5.97K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
707+ 2.72% |
$43.6K - $48K
|
26.7K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
695+ 22.18% |
$42.9K - $47.2K
|
3.83K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
685+ 0.23% |
$42.3K - $46.5K
|
295K
$16.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
676+ 3.55% |
$41.7K - $45.9K
|
19.7K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
672+ 0.68% |
$41.4K - $45.6K
|
99.1K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
665+ 0.59% |
$41K - $45.1K
|
113K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.27% |
$40.7K - $44.8K
|
13.2K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
659+ 7.91% |
$40.6K - $44.7K
|
8.99K
$493K
|