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 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
322+ 5.96% |
$19.9K - $21.9K
|
5.72K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
321+ 3.7% |
$19.8K - $21.8K
|
9K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
317+ 234.81% |
$19.6K - $21.5K
|
452
$27.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
315+ 1.46% |
$19.4K - $21.4K
|
21.9K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
315+ 9.5% |
$19.4K - $21.4K
|
3.63K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
313+ 3.5% |
$19.3K - $21.2K
|
9.26K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
312+ 0.44% |
$19.2K - $21.2K
|
71.2K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
312+ 3.32% |
$19.2K - $21.2K
|
9.71K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
311+ 4.73% |
$19.2K - $21.1K
|
6.89K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
306+ 2.81% |
$18.9K - $20.8K
|
11.2K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
306+ 2.99% |
$18.9K - $20.8K
|
10.6K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
305+ 3.91% |
$18.8K - $20.7K
|
8.1K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
302+ 7.42% |
$18.6K - $20.5K
|
4.37K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
300+ 7.74% |
$18.5K - $20.4K
|
4.18K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 4.46% |
$18.5K - $20.4K
|
7.03K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
296+ 5.43% |
$18.3K - $20.1K
|
5.75K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
290+ 6.84% |
$17.9K - $19.7K
|
4.53K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
290New |
$17.9K - $19.7K
|
290
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
289+ 5.42% |
$17.8K - $19.6K
|
5.63K
$342K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
288+ 6.8% |
$17.8K - $19.5K
|
4.52K
$275K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
287+ 1.78% |
$17.7K - $19.5K
|
16.4K
$994K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
285+ 4.56% |
$17.6K - $19.3K
|
6.54K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
281+ 0.65% |
$17.3K - $19.1K
|
43.2K
$2.63M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
275New |
$17K - $18.7K
|
275
$16.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
275+ 59.78% |
$17K - $18.7K
|
735
$44.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
275+ 0.14% |
$17K - $18.7K
|
194K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
273+ 7.18% |
$16.8K - $18.5K
|
4.07K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
265+ 0.83% |
$16.3K - $18K
|
32.3K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
265New |
$16.3K - $18K
|
265
$16.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
262+ 1.3% |
$16.2K - $17.8K
|
20.4K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
257+ 0.38% |
$15.9K - $17.4K
|
67.1K
$4.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
250+ 3.39% |
$15.4K - $17K
|
7.62K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
247+ 3.0% |
$15.2K - $16.8K
|
8.48K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
246+ 5.49% |
$15.2K - $16.7K
|
4.73K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
246+ 1.21% |
$15.2K - $16.7K
|
20.6K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
245+ 0.37% |
$15.1K - $16.6K
|
66.1K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
243+ 2.08% |
$15K - $16.5K
|
11.9K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
241+ 0.02% |
$14.9K - $16.4K
|
1.01M
$61.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
233+ 2.0% |
$14.4K - $15.8K
|
11.9K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
231+ 0.52% |
$14.2K - $15.7K
|
45.1K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
228+ 2.74% |
$14.1K - $15.5K
|
8.56K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
221+ 2.09% |
$13.6K - $15K
|
10.8K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
219+ 5.77% |
$13.5K - $14.9K
|
4.01K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
216+ 10.0% |
$13.3K - $14.7K
|
2.38K
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
215+ 1.97% |
$13.3K - $14.6K
|
11.1K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
215+ 4.61% |
$13.3K - $14.6K
|
4.88K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
214+ 4.03% |
$13.2K - $14.5K
|
5.53K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
208+ 2.02% |
$12.8K - $14.1K
|
10.5K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
206+ 4.27% |
$12.7K - $14K
|
5.03K
$305K
|