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 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.85K+ 27.34% |
$176K - $193K
|
13.3K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.81K+ 6.01% |
$173K - $191K
|
49.6K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$173K - $191K
|
137K
$8.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.78K+ 29.07% |
$171K - $189K
|
12.3K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 2.86% |
$171K - $189K
|
100K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.66K+ 2.62% |
$164K - $181K
|
104K
$6.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.66KNew |
$164K - $180K
|
2.66K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 3.62% |
$161K - $177K
|
74.8K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.61K+ 5.33% |
$161K - $177K
|
51.5K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$156K - $172K
|
87.5K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.52KNew |
$155K - $171K
|
2.52K
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1.09% |
$154K - $170K
|
233K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.47K+ 75.14% |
$152K - $168K
|
5.76K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 13.1% |
$152K - $168K
|
21.3K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.45K+ 6.22% |
$151K - $166K
|
41.8K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.44K+ 43.71% |
$150K - $165K
|
8.01K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.39K+ 1.02% |
$147K - $162K
|
237K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.39K+ 2.24% |
$147K - $162K
|
109K
$7.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.37K+ 0.43% |
$146K - $161K
|
559K
$36.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.36K+ 41.43% |
$145K - $160K
|
8.04K
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.34K+ 2.87% |
$144K - $158K
|
83.6K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.33K+ 0.76% |
$144K - $158K
|
309K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 2.65% |
$144K - $158K
|
90.2K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.31K+ 1.92% |
$142K - $157K
|
122K
$7.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
2.28K+ 17.25% |
$141K - $155K
|
15.5K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.23K+ 4.44% |
$137K - $151K
|
52.4K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.21K+ 16.68% |
$136K - $150K
|
15.5K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.11K+ 1.47% |
$130K - $143K
|
146K
$9.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.11K+ 1.49% |
$130K - $143K
|
144K
$9.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.1K+ 3.28% |
$129K - $142K
|
65.9K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.09KNew |
$129K - $142K
|
2.09K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.06K+ 14.61% |
$127K - $140K
|
16.2K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.06K+ 5.72% |
$127K - $139K
|
38K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 1.77% |
$126K - $139K
|
118K
$7.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.04% |
$123K - $135K
|
194K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.95K+ 0.4% |
$120K - $132K
|
491K
$31.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 0.31% |
$120K - $132K
|
625K
$40.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.92K+ 16.19% |
$118K - $130K
|
13.8K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.92K+ 6.92% |
$118K - $130K
|
29.6K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.91K+ 72.35% |
$118K - $130K
|
4.55K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 11.18% |
$116K - $128K
|
18.7K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.85KNew |
$114K - $126K
|
1.85K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 8.24% |
$112K - $124K
|
23.9K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.81K+ 2.43% |
$112K - $123K
|
76.6K
$4.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.81K+ 21.82% |
$112K - $123K
|
10.1K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.76K+ 13.23% |
$108K - $119K
|
15.1K
$975K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.75KNew |
$108K - $119K
|
1.75K
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.75K+ 0.44% |
$108K - $119K
|
397K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.73K+ 2.8% |
$107K - $118K
|
63.6K
$4.12M
|