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 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
5.1KNew |
$314K - $346K
|
5.1K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.09K+ 0.53% |
$314K - $345K
|
963K
$63.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.08KNew |
$314K - $345K
|
5.08K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.08K+ 62.86% |
$313K - $345K
|
13.2K
$866K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.08K+ 0.68% |
$313K - $345K
|
755K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5.08K+ 34.44% |
$313K - $345K
|
19.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
5.04K+ 11.65% |
$311K - $342K
|
48.3K
$3.18M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
5.04KNew |
$311K - $342K
|
5.04K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
5.02K+ 436.17% |
$309K - $340K
|
6.17K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.02KNew |
$309K - $340K
|
5.02K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5K+ 1.29% |
$309K - $339K
|
392K
$25.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5K+ 3.95% |
$308K - $339K
|
132K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
4.94KNew |
$304K - $335K
|
4.94K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.9KNew |
$302K - $333K
|
4.9K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.89KNew |
$301K - $332K
|
4.89K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.87K+ 5.78% |
$300K - $330K
|
89.1K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.86K+ 3.48% |
$300K - $330K
|
144K
$9.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.84K+ 7.93% |
$299K - $329K
|
65.9K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
4.81KNew |
$297K - $326K
|
4.81K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.81K+ 16.15% |
$296K - $326K
|
34.6K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.79K+ 0.79% |
$295K - $325K
|
612K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.74K+ 2.83% |
$293K - $322K
|
172K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
4.66K+ 5.45% |
$287K - $316K
|
90.2K
$5.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.65K+ 13.22% |
$287K - $316K
|
39.8K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.65K+ 69.01% |
$287K - $316K
|
11.4K
$749K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.62K+ 13.85% |
$285K - $314K
|
38K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.62K+ 66.26% |
$285K - $314K
|
11.6K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.62K+ 5.99% |
$285K - $313K
|
81.7K
$5.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.61K+ 47.14% |
$284K - $313K
|
14.4K
$947K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.58K+ 1.33% |
$283K - $311K
|
349K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.56K+ 4.12% |
$281K - $309K
|
115K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.53K+ 138.34% |
$279K - $307K
|
7.8K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.53K+ 124.48% |
$279K - $307K
|
8.16K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.51K+ 4.34% |
$278K - $306K
|
109K
$7.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.49K+ 33.48% |
$277K - $305K
|
17.9K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.47K+ 2.48% |
$275K - $303K
|
185K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 11.12% |
$275K - $302K
|
44.5K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.45K+ 7.22% |
$275K - $302K
|
66.1K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.45KNew |
$274K - $302K
|
4.45K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.44KNew |
$274K - $302K
|
4.44K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$273K - $301K
|
144K
$9.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.43K+ 5.17% |
$273K - $301K
|
90.2K
$5.93M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.42K+ 31.72% |
$273K - $300K
|
18.4K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.42K+ 5.16% |
$272K - $300K
|
90K
$5.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.41K+ 10.64% |
$272K - $300K
|
45.9K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 2.28% |
$270K - $297K
|
196K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.37K+ 58.83% |
$269K - $296K
|
11.8K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.35K+ 15.87% |
$268K - $295K
|
31.7K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.34K+ 2.57% |
$268K - $294K
|
173K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.32K+ 3.46% |
$267K - $293K
|
129K
$8.5M
|