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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
11.5KNew |
$710K - $781K
|
11.5K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.4K+ 143.93% |
$704K - $774K
|
19.3K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.4K+ 3.27% |
$704K - $774K
|
360K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
11.3K+ 1.87% |
$696K - $766K
|
616K
$35.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.2K+ 83.36% |
$692K - $761K
|
24.7K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1KNew |
$685K - $754K
|
11.1K
$647K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$685K - $753K
|
11.1K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11K+ 1.12% |
$679K - $747K
|
990K
$57.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11K+ 20.88% |
$678K - $746K
|
63.6K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.9K+ 109.75% |
$672K - $740K
|
20.8K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10.9KNew |
$672K - $739K
|
10.9K
$634K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10.8K+ 11.64% |
$666K - $733K
|
104K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
10.7KNew |
$662K - $729K
|
10.7K
$625K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.7K+ 2.76% |
$660K - $726K
|
399K
$23.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
10.7K+ 5.82% |
$660K - $726K
|
195K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
10.7K+ 1.22% |
$659K - $725K
|
885K
$51.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10.7K+ 6.76% |
$657K - $723K
|
168K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
10.6KNew |
$653K - $719K
|
10.6K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.6K+ 2.63% |
$652K - $717K
|
412K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10.4K+ 123.81% |
$641K - $706K
|
18.8K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10.4K+ 10.82% |
$639K - $703K
|
106K
$6.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.4K+ 52.8% |
$638K - $703K
|
30K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.2K+ 22.2% |
$631K - $694K
|
56.3K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 3.82% |
$630K - $693K
|
277K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.1KNew |
$624K - $687K
|
10.1K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10K+ 0.65% |
$620K - $682K
|
1.56M
$91.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10K+ 1.46% |
$619K - $681K
|
699K
$40.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.92K+ 107.74% |
$612K - $673K
|
19.1K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.92K+ 4.39% |
$612K - $673K
|
236K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.92K+ 12.62% |
$612K - $673K
|
88.5K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.89K+ 1.5% |
$610K - $671K
|
671K
$39.1M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.85K+ 11.26% |
$608K - $669K
|
97.3K
$5.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.82K+ 0.89% |
$606K - $667K
|
1.11M
$64.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.76KNew |
$602K - $662K
|
9.76K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.74K+ 0.99% |
$601K - $661K
|
992K
$57.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.68KNew |
$597K - $657K
|
9.68K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.68K+ 4.78% |
$597K - $657K
|
212K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.62K+ 0.72% |
$593K - $653K
|
1.34M
$77.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.61K+ 0.39% |
$592K - $652K
|
2.45M
$143M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.59KNew |
$591K - $651K
|
9.59K
$558K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.58K+ 15.67% |
$591K - $650K
|
70.7K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.57K+ 2.12% |
$590K - $649K
|
461K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
9.56KNew |
$590K - $649K
|
9.56K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9.54K+ 33.29% |
$588K - $647K
|
38.2K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
9.49K+ 5.31% |
$586K - $644K
|
188K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.47KNew |
$584K - $643K
|
9.47K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
9.43KNew |
$582K - $640K
|
9.43K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
9.37K+ 6.35% |
$578K - $636K
|
157K
$9.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
9.36K+ 2.74% |
$577K - $635K
|
350K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.17KNew |
$566K - $623K
|
9.17K
$534K
|