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
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15.2K+ 1.27% |
$939K - $1.03M
|
1.21M
$72.9M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15KNew |
$925K - $1.02M
|
15K
$900K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
15K+ 392.29% |
$922K - $1.01M
|
18.8K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.9K+ 26.06% |
$917K - $1.01M
|
72K
$4.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.8K+ 18.81% |
$915K - $1.01M
|
93.7K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14.7K+ 182.82% |
$905K - $996K
|
22.7K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
14.7K+ 121.08% |
$904K - $994K
|
26.8K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
14.6KNew |
$902K - $993K
|
14.6K
$878K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 64.33% |
$897K - $987K
|
37.2K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.5KNew |
$896K - $986K
|
14.5K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
14.4K+ 1.23% |
$889K - $978K
|
1.19M
$71.5M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 1.91% |
$873K - $961K
|
756K
$45.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.2K+ 62.8% |
$873K - $960K
|
36.7K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
14.1K+ 38.19% |
$872K - $960K
|
51.2K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.1K+ 3.97% |
$869K - $956K
|
369K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14K+ 3.07% |
$862K - $949K
|
469K
$28.2M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13.9K+ 17.63% |
$856K - $942K
|
92.6K
$5.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 7.21% |
$853K - $938K
|
206K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.8K+ 141.38% |
$849K - $934K
|
23.5K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.7K+ 3.45% |
$846K - $930K
|
411K
$24.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13.7K+ 2.92% |
$845K - $930K
|
482K
$29M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 15.95% |
$839K - $923K
|
98.9K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.6K+ 10.47% |
$837K - $921K
|
143K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
13.5K+ 4.87% |
$834K - $918K
|
291K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
13.3K+ 13.0% |
$823K - $906K
|
116K
$6.97M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.2K+ 135.42% |
$817K - $899K
|
23K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$814K - $895K
|
13.2K
$792K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$811K - $892K
|
13.1K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13K+ 0.64% |
$802K - $882K
|
2.05M
$123M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13K+ 2.6% |
$799K - $879K
|
511K
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
12.9KNew |
$797K - $877K
|
12.9K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.9K+ 500.0% |
$796K - $876K
|
15.5K
$929K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 35.58% |
$791K - $871K
|
48.9K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.8KNew |
$791K - $870K
|
12.8K
$770K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.8KNew |
$788K - $867K
|
12.8K
$767K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7K+ 7.67% |
$783K - $861K
|
178K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 1.9% |
$780K - $858K
|
680K
$40.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
12.5K+ 10.67% |
$770K - $847K
|
130K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.5K+ 124.65% |
$769K - $846K
|
22.5K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.5K+ 6.12% |
$769K - $846K
|
216K
$13M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
12.4KNew |
$767K - $844K
|
12.4K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12.4K+ 186.97% |
$765K - $842K
|
19K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3K+ 1.93% |
$762K - $838K
|
654K
$39.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.3KNew |
$760K - $836K
|
12.3K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
12.3KNew |
$757K - $833K
|
12.3K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 0.82% |
$757K - $833K
|
1.5M
$90.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.2K+ 10.17% |
$752K - $827K
|
132K
$7.93M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1K+ 2.57% |
$746K - $820K
|
483K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12K+ 9.34% |
$741K - $816K
|
141K
$8.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
12K+ 5.16% |
$741K - $816K
|
245K
$14.7M
|