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 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
38.7K+ 435.65% |
$2.38M - $2.62M
|
47.5K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38.6K+ 6.43% |
$2.38M - $2.62M
|
639K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
38.4K+ 149.98% |
$2.37M - $2.6M
|
64K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38.2K+ 6.7% |
$2.36M - $2.6M
|
609K
$36.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38.1K+ 7.08% |
$2.35M - $2.58M
|
576K
$34.3M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$2.34M - $2.58M
|
37.9K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
37.8KNew |
$2.33M - $2.57M
|
37.8K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
37.7KNew |
$2.32M - $2.56M
|
37.7K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
36.9KNew |
$2.27M - $2.5M
|
36.9K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
36.8K+ 14.72% |
$2.27M - $2.49M
|
286K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36.1K+ 432.07% |
$2.23M - $2.45M
|
44.4K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.1K+ 56.96% |
$2.16M - $2.38M
|
96.7K
$5.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
34.9K+ 25.1% |
$2.15M - $2.37M
|
174K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
34.8K+ 14.12% |
$2.15M - $2.36M
|
281K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
34.8KNew |
$2.15M - $2.36M
|
34.8K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
34.6K+ 2.85% |
$2.13M - $2.35M
|
1.25M
$74.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$2.13M - $2.35M
|
34.6K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
34.3K+ 54.75% |
$2.12M - $2.33M
|
97.1K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
34.2K+ 45.39% |
$2.11M - $2.32M
|
110K
$6.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
34.1KNew |
$2.1M - $2.31M
|
34.1K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
34.1KNew |
$2.1M - $2.31M
|
34.1K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.7K+ 5.74% |
$2.08M - $2.29M
|
621K
$37M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
33.6KNew |
$2.07M - $2.28M
|
33.6K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
32.7K+ 34.4% |
$2.02M - $2.22M
|
128K
$7.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 2.05% |
$2M - $2.21M
|
1.62M
$96.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31.5K+ 176.36% |
$1.95M - $2.14M
|
49.4K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
31.5K+ 17.62% |
$1.94M - $2.14M
|
210K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
30.8K+ 2.72% |
$1.9M - $2.09M
|
1.16M
$69.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
30.6KNew |
$1.89M - $2.08M
|
30.6K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
30.3K+ 27.62% |
$1.87M - $2.06M
|
140K
$8.34M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
30.1K+ 107.09% |
$1.86M - $2.04M
|
58.2K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
30K+ 434.71% |
$1.85M - $2.04M
|
36.9K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
29.7KNew |
$1.83M - $2.02M
|
29.7K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
29.5K+ 42.06% |
$1.82M - $2M
|
99.5K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
29.2K+ 1.6% |
$1.8M - $1.98M
|
1.85M
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
28.6K+ 146.76% |
$1.77M - $1.94M
|
48.1K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
28.4KNew |
$1.75M - $1.93M
|
28.4K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.1K+ 1.93% |
$1.73M - $1.91M
|
1.49M
$88.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27.6K+ 10.24% |
$1.7M - $1.87M
|
297K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.6K+ 39.49% |
$1.7M - $1.87M
|
97.4K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
27.4K+ 37.54% |
$1.69M - $1.86M
|
101K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.4K+ 29.08% |
$1.69M - $1.86M
|
121K
$7.23M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
26.9K+ 1.87% |
$1.66M - $1.83M
|
1.47M
$87.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.6K+ 14.61% |
$1.64M - $1.8M
|
208K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 70.57% |
$1.63M - $1.8M
|
64K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.4K+ 5.92% |
$1.63M - $1.79M
|
472K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
26.2KNew |
$1.62M - $1.78M
|
26.2K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
25.6K+ 12.48% |
$1.58M - $1.74M
|
231K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.6K+ 4.39% |
$1.58M - $1.73M
|
608K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
25.5K+ 1.39% |
$1.57M - $1.73M
|
1.86M
$111M
|