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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
589+ 11.35% |
$36.3K - $40K
|
5.78K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
589+ 499.15% |
$36.3K - $40K
|
707
$45.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
587New |
$36.2K - $39.8K
|
587
$37.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 3.58% |
$36K - $39.6K
|
16.9K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
580+ 27.82% |
$35.8K - $39.4K
|
2.67K
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
578+ 2.66% |
$35.7K - $39.2K
|
22.3K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
578+ 4.84% |
$35.7K - $39.2K
|
12.5K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
575+ 2.88% |
$35.5K - $39K
|
20.6K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
566+ 2.85% |
$34.9K - $38.4K
|
20.4K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
566+ 2.62% |
$34.9K - $38.4K
|
22.1K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
558+ 1.06% |
$34.4K - $37.9K
|
53.3K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
551+ 1.79% |
$34K - $37.4K
|
31.3K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
549+ 1.72% |
$33.9K - $37.3K
|
32.5K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
532+ 0.79% |
$32.8K - $36.1K
|
68.3K
$4.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
526+ 16.34% |
$32.4K - $35.7K
|
3.75K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
523+ 0.13% |
$32.3K - $35.5K
|
394K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
516+ 3.43% |
$31.8K - $35K
|
15.6K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
515+ 3.09% |
$31.8K - $35K
|
17.2K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
506+ 7.32% |
$31.2K - $34.3K
|
7.42K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
505+ 0.35% |
$31.1K - $34.3K
|
147K
$9.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
495+ 0.55% |
$30.5K - $33.6K
|
89.8K
$5.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
491+ 4.1% |
$30.3K - $33.3K
|
12.5K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
487+ 13.32% |
$30K - $33.1K
|
4.14K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
484+ 7.96% |
$29.9K - $32.8K
|
6.56K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
478+ 783.61% |
$29.5K - $32.4K
|
539
$34.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
475+ 9.36% |
$29.3K - $32.2K
|
5.55K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
460+ 0.83% |
$28.4K - $31.2K
|
56.1K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
459New |
$28.3K - $31.2K
|
459
$29.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
458+ 0.78% |
$28.2K - $31.1K
|
58.9K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
450+ 3.26% |
$27.8K - $30.5K
|
14.3K
$914K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
449+ 2.97% |
$27.7K - $30.5K
|
15.6K
$997K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
436+ 2.72% |
$26.9K - $29.6K
|
16.5K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
424New |
$26.2K - $28.8K
|
424
$27.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
414+ 3.94% |
$25.5K - $28.1K
|
10.9K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
406+ 1.03% |
$25K - $27.6K
|
39.7K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
403+ 4.08% |
$24.9K - $27.4K
|
10.3K
$659K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
400+ 0.24% |
$24.7K - $27.1K
|
169K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
400+ 1.61% |
$24.7K - $27.1K
|
25.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
387+ 0.46% |
$23.9K - $26.3K
|
83.7K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$943K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
375+ 3.1% |
$23.1K - $25.5K
|
12.5K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
375+ 2.87% |
$23.1K - $25.5K
|
13.4K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
371+ 0.57% |
$22.9K - $25.2K
|
65.8K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
367+ 0.53% |
$22.6K - $24.9K
|
69.3K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
367+ 0.54% |
$22.6K - $24.9K
|
68.6K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
352+ 1.3% |
$21.7K - $23.9K
|
27.4K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
345+ 0.06% |
$21.3K - $23.4K
|
553K
$35.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 3.87% |
$21.2K - $23.3K
|
9.21K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
341+ 1.63% |
$21K - $23.1K
|
21.3K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
332+ 2.23% |
$20.5K - $22.5K
|
15.2K
$974K
|