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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
215+ 4.61% |
$13.3K - $14.6K
|
4.88K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
214+ 4.03% |
$13.2K - $14.5K
|
5.53K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
208+ 2.02% |
$12.8K - $14.1K
|
10.5K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
206+ 4.27% |
$12.7K - $14K
|
5.03K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
192+ 3.1% |
$11.8K - $13K
|
6.38K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
186+ 0.59% |
$11.5K - $12.6K
|
31.8K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
180+ 1.21% |
$11.1K - $12.2K
|
15.1K
$976K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
176+ 0.43% |
$10.9K - $11.9K
|
40.7K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
175+ 2.5% |
$10.8K - $11.9K
|
7.16K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
160+ 1.45% |
$9.87K - $10.9K
|
11.2K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
152+ 0.39% |
$9.38K - $10.3K
|
39.4K
$2.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
150+ 0.06% |
$9.25K - $10.2K
|
234K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$9.25K - $10.2K
|
150
$9.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
149+ 0.74% |
$9.19K - $10.1K
|
20.2K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
137+ 0.79% |
$8.45K - $9.3K
|
17.4K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
135New |
$8.33K - $9.16K
|
135
$8.73K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
132+ 0.95% |
$8.14K - $8.96K
|
14K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
129+ 2.38% |
$7.96K - $8.76K
|
5.55K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
129+ 2.09% |
$7.96K - $8.76K
|
6.31K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 1.57% |
$7.77K - $8.55K
|
8.15K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
124+ 0.71% |
$7.65K - $8.42K
|
17.7K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
116+ 0.32% |
$7.15K - $7.87K
|
36K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
116+ 0.43% |
$7.15K - $7.87K
|
27.2K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
114+ 0.7% |
$7.03K - $7.74K
|
16.4K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
111New |
$6.85K - $7.53K
|
111
$7.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
109+ 0.94% |
$6.72K - $7.4K
|
11.7K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
109+ 0.77% |
$6.72K - $7.4K
|
14.4K
$928K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
104+ 1.99% |
$6.41K - $7.06K
|
5.33K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
102+ 0.81% |
$6.29K - $6.92K
|
12.7K
$819K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
99+ 2.13% |
$6.11K - $6.72K
|
4.75K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.18% |
$6.11K - $6.72K
|
54.4K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
90+ 2.35% |
$5.55K - $6.11K
|
3.91K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
88+ 0.07% |
$5.43K - $5.97K
|
132K
$8.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
83New |
$5.12K - $5.63K
|
83
$5.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
82+ 0.12% |
$5.06K - $5.57K
|
66.8K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
80+ 0.7% |
$4.93K - $5.43K
|
11.4K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
79New |
$4.87K - $5.36K
|
79
$5.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
74+ 0.41% |
$4.56K - $5.02K
|
18.3K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
72+ 0.15% |
$4.44K - $4.89K
|
48.9K
$3.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.55K
|
7.21K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
63+ 0.05% |
$3.89K - $4.28K
|
128K
$8.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
63+ 0.54% |
$3.89K - $4.28K
|
11.6K
$752K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
58+ 0.04% |
$3.58K - $3.94K
|
150K
$9.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
57New |
$3.52K - $3.87K
|
57
$3.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
55+ 0.24% |
$3.39K - $3.73K
|
22.5K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 0.19% |
$3.33K - $3.66K
|
28.5K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52+ 0.38% |
$3.21K - $3.53K
|
13.7K
$886K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
51+ 0.41% |
$3.15K - $3.46K
|
12.6K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 0.42% |
$3.15K - $3.46K
|
12.1K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
51+ 0.99% |
$3.15K - $3.46K
|
5.22K
$337K
|