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 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
643+ 0.89% |
$39.7K - $43.6K
|
72.7K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
641+ 11.4% |
$39.5K - $43.5K
|
6.27K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
636+ 0.3% |
$39.2K - $43.2K
|
213K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
625+ 11.74% |
$38.6K - $42.4K
|
5.95K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
611+ 0.51% |
$37.7K - $41.5K
|
122K
$6.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
610+ 3.43% |
$37.6K - $41.4K
|
18.4K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
610+ 1.0% |
$37.6K - $41.4K
|
61.7K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
609+ 2.01% |
$37.6K - $41.3K
|
30.9K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
606+ 2.04% |
$37.4K - $41.1K
|
30.3K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
597+ 7.28% |
$36.8K - $40.5K
|
8.8K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
596+ 0.15% |
$36.8K - $40.5K
|
389K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
591+ 10.48% |
$36.5K - $40.1K
|
6.23K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
589+ 11.35% |
$36.3K - $40K
|
5.78K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
589+ 499.15% |
$36.3K - $40K
|
707
$38.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
587New |
$36.2K - $39.8K
|
587
$32.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 3.58% |
$36K - $39.6K
|
16.9K
$927K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
580+ 27.82% |
$35.8K - $39.4K
|
2.67K
$146K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
578+ 2.66% |
$35.7K - $39.2K
|
22.3K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
578+ 4.84% |
$35.7K - $39.2K
|
12.5K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
575+ 2.88% |
$35.5K - $39K
|
20.6K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$35K - $38.5K
|
567
$31.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
566+ 2.85% |
$34.9K - $38.4K
|
20.4K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
566+ 2.62% |
$34.9K - $38.4K
|
22.1K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
558+ 1.06% |
$34.4K - $37.9K
|
53.3K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
551+ 1.79% |
$34K - $37.4K
|
31.3K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
549+ 1.72% |
$33.9K - $37.3K
|
32.5K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
532+ 0.79% |
$32.8K - $36.1K
|
68.3K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
526+ 16.34% |
$32.4K - $35.7K
|
3.75K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
523+ 0.13% |
$32.3K - $35.5K
|
394K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
516+ 3.43% |
$31.8K - $35K
|
15.6K
$854K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
515+ 3.09% |
$31.8K - $35K
|
17.2K
$942K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
506+ 7.32% |
$31.2K - $34.3K
|
7.42K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
505+ 0.35% |
$31.1K - $34.3K
|
147K
$8.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
505+ 0.55% |
$31.1K - $34.3K
|
92.2K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
500+ 6.22% |
$30.8K - $33.9K
|
8.55K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
498+ 1.13% |
$30.7K - $33.8K
|
44.7K
$2.45M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
497+ 2.55% |
$30.7K - $33.7K
|
20K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
495+ 0.55% |
$30.5K - $33.6K
|
89.8K
$4.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
491+ 4.1% |
$30.3K - $33.3K
|
12.5K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
489+ 0.6% |
$30.2K - $33.2K
|
81.6K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
487+ 13.32% |
$30K - $33.1K
|
4.14K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
484+ 7.96% |
$29.9K - $32.8K
|
6.56K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
478+ 783.61% |
$29.5K - $32.4K
|
539
$29.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
475+ 9.36% |
$29.3K - $32.2K
|
5.55K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
464+ 1.49% |
$28.6K - $31.5K
|
31.6K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
463+ 6.96% |
$28.6K - $31.4K
|
7.11K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
460+ 0.83% |
$28.4K - $31.2K
|
56.1K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
459New |
$28.3K - $31.2K
|
459
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
459+ 1.69% |
$28.3K - $31.2K
|
27.6K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
458+ 0.78% |
$28.2K - $31.1K
|
58.9K
$3.23M
|