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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103K+ 41.84% |
$6.36M - $7M
|
350K
$20.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
102KNew |
$6.27M - $6.89M
|
102K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99.7K+ 19.25% |
$6.15M - $6.77M
|
618K
$36.8M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
99KNew |
$6.1M - $6.72M
|
99K
$5.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
97.4K+ 2054.73% |
$6M - $6.61M
|
102K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
96.6K+ 14.7% |
$5.96M - $6.56M
|
754K
$44.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
96.3K+ 39.77% |
$5.94M - $6.53M
|
338K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
95.4K+ 14.17% |
$5.89M - $6.48M
|
769K
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95.1KNew |
$5.87M - $6.46M
|
95.1K
$5.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
94.9KNew |
$5.85M - $6.44M
|
94.9K
$5.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
92KNew |
$5.67M - $6.24M
|
92K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
88.6KNew |
$5.47M - $6.01M
|
88.6K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
87.4K+ 10.98% |
$5.39M - $5.93M
|
884K
$52.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
86.8K+ 36.49% |
$5.35M - $5.89M
|
325K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$5.34M - $5.88M
|
86.6K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
86.2KNew |
$5.32M - $5.85M
|
86.2K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
86KNew |
$5.3M - $5.83M
|
86K
$5.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
85.3KNew |
$5.26M - $5.79M
|
85.3K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
85.1K+ 2.84% |
$5.25M - $5.77M
|
3.08M
$184M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
83.4KNew |
$5.15M - $5.66M
|
83.4K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
82K+ 46.63% |
$5.06M - $5.57M
|
258K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.6K+ 16.98% |
$5.03M - $5.54M
|
562K
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81K+ 1000.0% |
$5M - $5.5M
|
89.1K
$5.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
80.8K+ 102.34% |
$4.99M - $5.49M
|
160K
$9.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
79K+ 7.42% |
$4.87M - $5.36M
|
1.14M
$68.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
79K+ 283.2% |
$4.87M - $5.36M
|
107K
$6.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.6KNew |
$4.79M - $5.27M
|
77.6K
$4.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
77.2K+ 23.02% |
$4.76M - $5.24M
|
412K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
76.9KNew |
$4.74M - $5.22M
|
76.9K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
74.4K+ 444.27% |
$4.59M - $5.05M
|
91.2K
$5.43M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
73.5K+ 3.71% |
$4.53M - $4.99M
|
2.05M
$122M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
73.4K+ 15.8% |
$4.53M - $4.98M
|
538K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
73.4K+ 69.96% |
$4.53M - $4.98M
|
178K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
73.2KNew |
$4.52M - $4.97M
|
73.2K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
72.9K+ 394.11% |
$4.49M - $4.94M
|
91.3K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72.7K+ 8.22% |
$4.48M - $4.93M
|
956K
$56.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
72.2K+ 45.3% |
$4.45M - $4.9M
|
232K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
70.7KNew |
$4.36M - $4.8M
|
70.7K
$4.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
70.6K+ 6.17% |
$4.36M - $4.79M
|
1.22M
$72.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
70.3K+ 6.88% |
$4.34M - $4.77M
|
1.09M
$65.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
70.3KNew |
$4.33M - $4.77M
|
70.3K
$4.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
69.5K+ 7.2% |
$4.28M - $4.71M
|
1.03M
$61.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
69KNew |
$4.26M - $4.68M
|
69K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
68K+ 62.42% |
$4.19M - $4.62M
|
177K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
67.6KNew |
$4.17M - $4.59M
|
67.6K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
66.7K+ 27.05% |
$4.11M - $4.53M
|
313K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
66.6KNew |
$4.11M - $4.52M
|
66.6K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66K+ 6.45% |
$4.07M - $4.48M
|
1.09M
$64.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65.4K+ 103.42% |
$4.04M - $4.44M
|
129K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65K+ 17.48% |
$4.01M - $4.41M
|
437K
$26M
|