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
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1K+ 13.8% |
$61.7K - $67.9K
|
8.25K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
991+ 1.61% |
$61.1K - $67.3K
|
62.4K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
975+ 3.45% |
$60.1K - $66.2K
|
29.2K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
974+ 1.41% |
$60.1K - $66.1K
|
70.2K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
974+ 3.32% |
$60.1K - $66.1K
|
30.3K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
965+ 1.26% |
$59.5K - $65.5K
|
77.8K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
963+ 6.04% |
$59.4K - $65.4K
|
16.9K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
961+ 10.48% |
$59.3K - $65.2K
|
10.1K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
959+ 6.53% |
$59.2K - $65.1K
|
15.6K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
955+ 10.21% |
$58.9K - $64.8K
|
10.3K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
952+ 17.97% |
$58.7K - $64.6K
|
6.25K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
951+ 7.03% |
$58.7K - $64.5K
|
14.5K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
951+ 0.58% |
$58.7K - $64.5K
|
166K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
940New |
$58K - $63.8K
|
940
$57.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
938+ 7.72% |
$57.9K - $63.7K
|
13.1K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
936+ 2.8% |
$57.7K - $63.5K
|
34.3K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
927+ 9.84% |
$57.2K - $62.9K
|
10.3K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
924+ 1.41% |
$57K - $62.7K
|
66.6K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
915+ 116.56% |
$56.4K - $62.1K
|
1.7K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
913+ 5.14% |
$56.3K - $62K
|
18.7K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
910+ 1.16% |
$56.1K - $61.8K
|
79.1K
$4.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
909+ 2.74% |
$56.1K - $61.7K
|
34.1K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
890+ 5.39% |
$54.9K - $60.4K
|
17.4K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
890+ 0.67% |
$54.9K - $60.4K
|
133K
$8.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
882+ 21.09% |
$54.4K - $59.9K
|
5.06K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
881+ 8.88% |
$54.3K - $59.8K
|
10.8K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
878+ 2.21% |
$54.2K - $59.6K
|
40.6K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
864+ 0.68% |
$53.3K - $58.6K
|
128K
$7.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
862+ 1231.43% |
$53.2K - $58.5K
|
932
$56.6K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
851+ 2.91% |
$52.5K - $57.8K
|
30.1K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
827New |
$51K - $56.1K
|
827
$50.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
817+ 4.12% |
$50.4K - $55.4K
|
20.6K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
800+ 62.94% |
$49.3K - $54.3K
|
2.07K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
800+ 1.39% |
$49.3K - $54.3K
|
58.5K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 0.35% |
$49.3K - $54.3K
|
232K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.96% |
$49.3K - $54.3K
|
9.73K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
798+ 8.38% |
$49.2K - $54.2K
|
10.3K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
791+ 8.83% |
$48.8K - $53.7K
|
9.75K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
780+ 0.91% |
$48.1K - $52.9K
|
86.7K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
778+ 0.57% |
$48K - $52.8K
|
137K
$8.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
774New |
$47.7K - $52.5K
|
774
$47K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
765+ 1.88% |
$47.2K - $51.9K
|
41.5K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
764+ 0.63% |
$47.1K - $51.9K
|
121K
$7.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
760+ 1.04% |
$46.9K - $51.6K
|
73.9K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
760+ 0.5% |
$46.9K - $51.6K
|
154K
$9.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 20.24% |
$46.3K - $50.9K
|
4.46K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750New |
$46.3K - $50.9K
|
750
$45.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
748+ 1.05% |
$46.1K - $50.8K
|
72.3K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
748+ 0.95% |
$46.1K - $50.8K
|
79.2K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
747New |
$46.1K - $50.7K
|
747
$45.4K
|