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 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
82+ 0.12% |
$5.06K - $5.57K
|
66.8K
$3.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
82+ 0.41% |
$5.06K - $5.57K
|
20.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80+ 8.65% |
$4.93K - $5.43K
|
1.01K
$55.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
80+ 0.7% |
$4.93K - $5.43K
|
11.4K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
80+ 1.36% |
$4.93K - $5.43K
|
5.97K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
80New |
$4.93K - $5.43K
|
80
$4.39K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
79New |
$4.87K - $5.36K
|
79
$4.33K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
74+ 0.41% |
$4.56K - $5.02K
|
18.3K
$1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
72+ 0.15% |
$4.44K - $4.89K
|
48.9K
$2.68M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
71+ 17.53% |
$4.38K - $4.82K
|
476
$26.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.55K
|
7.21K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
63+ 0.05% |
$3.89K - $4.28K
|
128K
$7.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
63+ 0.54% |
$3.89K - $4.28K
|
11.6K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
63+ 0.29% |
$3.89K - $4.28K
|
22K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
58+ 0.04% |
$3.58K - $3.94K
|
150K
$8.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 0.85% |
$3.58K - $3.94K
|
6.92K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
57New |
$3.52K - $3.87K
|
57
$3.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
57+ 0.87% |
$3.52K - $3.87K
|
6.64K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
55+ 0.24% |
$3.39K - $3.73K
|
22.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 1.1% |
$3.39K - $3.73K
|
5.04K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 0.19% |
$3.33K - $3.66K
|
28.5K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
54+ 0.45% |
$3.33K - $3.66K
|
12K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
53+ 0.34% |
$3.27K - $3.6K
|
15.5K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52+ 0.38% |
$3.21K - $3.53K
|
13.7K
$752K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
51+ 0.41% |
$3.15K - $3.46K
|
12.6K
$692K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 0.42% |
$3.15K - $3.46K
|
12.1K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
51+ 0.99% |
$3.15K - $3.46K
|
5.22K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
51+ 0.04% |
$3.15K - $3.46K
|
125K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.23% |
$3.08K - $3.39K
|
21.6K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
50+ 0.91% |
$3.08K - $3.39K
|
5.53K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 9.9% |
$3.08K - $3.39K
|
555
$30.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47+ 0.32% |
$2.9K - $3.19K
|
14.6K
$801K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
45+ 0.16% |
$2.78K - $3.05K
|
27.9K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
45+ 0.3% |
$2.78K - $3.05K
|
14.8K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.65K - $2.92K
|
25.4K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.53K - $2.78K
|
41
$2.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38+ 0.5% |
$2.34K - $2.58K
|
7.67K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
38+ 0.05% |
$2.34K - $2.58K
|
78.1K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
38+ 0.51% |
$2.34K - $2.58K
|
7.43K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
36+ 0.75% |
$2.22K - $2.44K
|
4.86K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$1.92K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.71% |
$2.16K - $2.38K
|
4.97K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 0.53% |
$2.1K - $2.31K
|
6.39K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34+ 0.81% |
$2.1K - $2.31K
|
4.21K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
33+ 0.3% |
$2.04K - $2.24K
|
10.9K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.02% |
$2.04K - $2.24K
|
220K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 32.99% |
$1.97K - $2.17K
|
129
$7.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
31+ 0.52% |
$1.91K - $2.1K
|
5.97K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.39% |
$1.91K - $2.1K
|
8.03K
$440K
|