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
|
Thompson Investment Management, Inc.
|
BUY
|
- |
450+ 3.26% |
$27.8K - $30.5K
|
14.3K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
450+ 0.07% |
$27.8K - $30.5K
|
612K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
449+ 2.97% |
$27.7K - $30.5K
|
15.6K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
436+ 2.72% |
$26.9K - $29.6K
|
16.5K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
435New |
$26.8K - $29.5K
|
435
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
424New |
$26.2K - $28.8K
|
424
$23.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
420+ 11.22% |
$25.9K - $28.5K
|
4.16K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
414+ 3.94% |
$25.5K - $28.1K
|
10.9K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
406+ 1.03% |
$25K - $27.6K
|
39.7K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
404+ 3.6% |
$24.9K - $27.4K
|
11.6K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
403+ 4.08% |
$24.9K - $27.4K
|
10.3K
$564K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
400+ 0.24% |
$24.7K - $27.1K
|
169K
$9.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
400+ 1.61% |
$24.7K - $27.1K
|
25.2K
$1.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
399+ 2.64% |
$24.6K - $27.1K
|
15.5K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
394+ 2.92% |
$24.3K - $26.7K
|
13.9K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
387+ 0.46% |
$23.9K - $26.3K
|
83.7K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
375+ 3.1% |
$23.1K - $25.5K
|
12.5K
$683K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
375+ 2.87% |
$23.1K - $25.5K
|
13.4K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
371+ 0.57% |
$22.9K - $25.2K
|
65.8K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
367+ 0.53% |
$22.6K - $24.9K
|
69.3K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
367+ 0.54% |
$22.6K - $24.9K
|
68.6K
$3.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
365+ 0.34% |
$22.5K - $24.8K
|
108K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
359+ 16.7% |
$22.1K - $24.4K
|
2.51K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
355+ 95.17% |
$21.9K - $24.1K
|
728
$39.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
352+ 1.3% |
$21.7K - $23.9K
|
27.4K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
352New |
$21.7K - $23.9K
|
352
$19.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
345+ 0.06% |
$21.3K - $23.4K
|
553K
$30.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 3.87% |
$21.2K - $23.3K
|
9.21K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
341+ 1.63% |
$21K - $23.1K
|
21.3K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
340+ 0.14% |
$21K - $23.1K
|
252K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
335+ 0.63% |
$20.7K - $22.7K
|
53.3K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
332+ 2.23% |
$20.5K - $22.5K
|
15.2K
$834K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
328+ 1.03% |
$20.2K - $22.3K
|
32.2K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
327+ 7.21% |
$20.2K - $22.2K
|
4.86K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
325+ 6.75% |
$20K - $22.1K
|
5.14K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
322+ 5.96% |
$19.9K - $21.9K
|
5.72K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
321+ 3.7% |
$19.8K - $21.8K
|
9K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
317+ 234.81% |
$19.6K - $21.5K
|
452
$24.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
315+ 1.46% |
$19.4K - $21.4K
|
21.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
315+ 9.5% |
$19.4K - $21.4K
|
3.63K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
313+ 3.5% |
$19.3K - $21.2K
|
9.26K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
312+ 0.44% |
$19.2K - $21.2K
|
71.2K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
312+ 3.32% |
$19.2K - $21.2K
|
9.71K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
311+ 4.73% |
$19.2K - $21.1K
|
6.89K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
306+ 2.81% |
$18.9K - $20.8K
|
11.2K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
306+ 2.99% |
$18.9K - $20.8K
|
10.6K
$579K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
305+ 3.91% |
$18.8K - $20.7K
|
8.1K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
302+ 7.42% |
$18.6K - $20.5K
|
4.37K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
300+ 7.74% |
$18.5K - $20.4K
|
4.18K
$229K
|