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 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
328+ 1.03% |
$20.2K - $22.3K
|
32.2K
$2.06M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
327+ 7.21% |
$20.2K - $22.2K
|
4.86K
$311K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
325+ 6.75% |
$20K - $22.1K
|
5.14K
$329K
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
322+ 5.96% |
$19.9K - $21.9K
|
5.72K
$367K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
321+ 3.7% |
$19.8K - $21.8K
|
9K
$577K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
317+ 234.81% |
$19.6K - $21.5K
|
452
$29K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
312+ 0.44% |
$19.2K - $21.2K
|
71.2K
$4.56M
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
312+ 3.32% |
$19.2K - $21.2K
|
9.71K
$622K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
311+ 4.73% |
$19.2K - $21.1K
|
6.89K
$441K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
306+ 2.81% |
$18.9K - $20.8K
|
11.2K
$717K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
305+ 3.91% |
$18.8K - $20.7K
|
8.1K
$519K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
302+ 7.42% |
$18.6K - $20.5K
|
4.37K
$280K
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
300+ 7.74% |
$18.5K - $20.4K
|
4.18K
$267K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 4.46% |
$18.5K - $20.4K
|
7.03K
$450K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
290+ 6.84% |
$17.9K - $19.7K
|
4.53K
$290K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
288+ 6.8% |
$17.8K - $19.5K
|
4.52K
$290K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
287+ 1.78% |
$17.7K - $19.5K
|
16.4K
$1.05M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
281+ 0.65% |
$17.3K - $19.1K
|
43.2K
$2.77M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
275New |
$17K - $18.7K
|
275
$17.6K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
275+ 59.78% |
$17K - $18.7K
|
735
$47.1K
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
275+ 0.14% |
$17K - $18.7K
|
194K
$12.4M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
273+ 7.18% |
$16.8K - $18.5K
|
4.07K
$261K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
262+ 1.3% |
$16.2K - $17.8K
|
20.4K
$1.31M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
250+ 3.39% |
$15.4K - $17K
|
7.62K
$488K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
246+ 5.49% |
$15.2K - $16.7K
|
4.73K
$303K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
245+ 0.37% |
$15.1K - $16.6K
|
66.1K
$4.23M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
243+ 2.08% |
$15K - $16.5K
|
11.9K
$764K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$292K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
219+ 5.77% |
$13.5K - $14.9K
|
4.01K
$257K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
215+ 1.97% |
$13.3K - $14.6K
|
11.1K
$714K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
215+ 4.61% |
$13.3K - $14.6K
|
4.88K
$312K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
214+ 4.03% |
$13.2K - $14.5K
|
5.53K
$354K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
208+ 2.02% |
$12.8K - $14.1K
|
10.5K
$674K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
206+ 4.27% |
$12.7K - $14K
|
5.03K
$322K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
204+ 1.19% |
$12.6K - $13.8K
|
17.3K
$1.11M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
192+ 3.1% |
$11.8K - $13K
|
6.38K
$409K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
186+ 0.59% |
$11.5K - $12.6K
|
31.8K
$2.04M
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
182+ 1.79% |
$11.2K - $12.4K
|
10.4K
$664K
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
181+ 0.86% |
$11.2K - $12.3K
|
21.3K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
180+ 1.21% |
$11.1K - $12.2K
|
15.1K
$967K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
176+ 0.43% |
$10.9K - $11.9K
|
40.7K
$2.6M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
175+ 2.5% |
$10.8K - $11.9K
|
7.16K
$459K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
162+ 0.98% |
$9.99K - $11K
|
16.8K
$1.07M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
160+ 1.45% |
$9.87K - $10.9K
|
11.2K
$718K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
154+ 0.18% |
$9.5K - $10.5K
|
84.5K
$5.41M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
152+ 0.39% |
$9.38K - $10.3K
|
39.4K
$2.53M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 1.65% |
$9.31K - $10.2K
|
9.29K
$595K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
150+ 0.06% |
$9.25K - $10.2K
|
234K
$15M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$9.25K - $10.2K
|
150
$9.61K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
149+ 0.74% |
$9.19K - $10.1K
|
20.2K
$1.29M
|