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 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.02KNew |
$309K - $340K
|
5.02K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5K+ 1.29% |
$309K - $339K
|
392K
$22.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5K+ 3.95% |
$308K - $339K
|
132K
$7.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
4.94KNew |
$304K - $335K
|
4.94K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.9KNew |
$302K - $333K
|
4.9K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.89KNew |
$301K - $332K
|
4.89K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.87K+ 5.78% |
$300K - $330K
|
89.1K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.86K+ 3.48% |
$300K - $330K
|
144K
$8.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.84K+ 7.93% |
$299K - $329K
|
65.9K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
4.81KNew |
$297K - $326K
|
4.81K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.81K+ 16.15% |
$296K - $326K
|
34.6K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.79K+ 0.79% |
$295K - $325K
|
612K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.74K+ 2.83% |
$293K - $322K
|
172K
$9.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
4.66K+ 5.45% |
$287K - $316K
|
90.2K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.65K+ 13.22% |
$287K - $316K
|
39.8K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.65K+ 69.01% |
$287K - $316K
|
11.4K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.62K+ 13.85% |
$285K - $314K
|
38K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.62K+ 66.26% |
$285K - $314K
|
11.6K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.62K+ 5.99% |
$285K - $313K
|
81.7K
$4.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.61K+ 47.14% |
$284K - $313K
|
14.4K
$819K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.58K+ 1.33% |
$283K - $311K
|
349K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.56K+ 4.12% |
$281K - $309K
|
115K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.53K+ 138.34% |
$279K - $307K
|
7.8K
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.53K+ 124.48% |
$279K - $307K
|
8.16K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.51K+ 4.34% |
$278K - $306K
|
109K
$6.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.49K+ 33.48% |
$277K - $305K
|
17.9K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.47K+ 2.48% |
$275K - $303K
|
185K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 11.12% |
$275K - $302K
|
44.5K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.45K+ 7.22% |
$275K - $302K
|
66.1K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.45KNew |
$274K - $302K
|
4.45K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.44KNew |
$274K - $302K
|
4.44K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$273K - $301K
|
144K
$8.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.43K+ 5.17% |
$273K - $301K
|
90.2K
$5.13M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.42K+ 31.72% |
$273K - $300K
|
18.4K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.42K+ 5.16% |
$272K - $300K
|
90K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.41K+ 10.64% |
$272K - $300K
|
45.9K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 2.28% |
$270K - $297K
|
196K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.37K+ 58.83% |
$269K - $296K
|
11.8K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.35K+ 15.87% |
$268K - $295K
|
31.7K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.34K+ 2.57% |
$268K - $294K
|
173K
$9.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.32K+ 3.46% |
$267K - $293K
|
129K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.31KNew |
$266K - $292K
|
4.31K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.28K+ 17.08% |
$264K - $291K
|
29.4K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.27K+ 0.92% |
$263K - $290K
|
466K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.21K+ 2.53% |
$260K - $286K
|
171K
$9.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.19K+ 1.74% |
$259K - $284K
|
246K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.18KNew |
$258K - $284K
|
4.18K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.18K+ 7.57% |
$258K - $283K
|
59.3K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.17K+ 4.65% |
$257K - $283K
|
93.7K
$5.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$256K - $282K
|
4.16K
$236K
|