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
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.31KNew |
$266K - $292K
|
4.31K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.28K+ 17.08% |
$264K - $291K
|
29.4K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.27K+ 0.92% |
$263K - $290K
|
466K
$30.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.21K+ 2.53% |
$260K - $286K
|
171K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.19K+ 1.74% |
$259K - $284K
|
246K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.18KNew |
$258K - $284K
|
4.18K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.18K+ 7.57% |
$258K - $283K
|
59.3K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.17K+ 4.65% |
$257K - $283K
|
93.7K
$6.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$256K - $282K
|
4.16K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$256K - $282K
|
4.16K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.15K+ 2.82% |
$256K - $282K
|
151K
$9.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.15KNew |
$256K - $282K
|
4.15K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.13K+ 21.07% |
$255K - $280K
|
23.7K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.13KNew |
$254K - $280K
|
4.13K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$253K - $278K
|
4.1K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.1K+ 1.3% |
$253K - $278K
|
318K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.09KNew |
$252K - $278K
|
4.09K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
4.05K+ 6.02% |
$250K - $275K
|
71.4K
$4.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.04K+ 17.09% |
$249K - $274K
|
27.7K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.04KNew |
$249K - $274K
|
4.04K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.01K+ 1.63% |
$247K - $272K
|
250K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
4K+ 1.33% |
$247K - $272K
|
304K
$20M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.99K+ 33.25% |
$246K - $271K
|
16K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.92K+ 0.05% |
$242K - $266K
|
7.17M
$472M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.92KNew |
$242K - $266K
|
3.92K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.9KNew |
$241K - $265K
|
3.9K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 2.48% |
$240K - $264K
|
161K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.88K+ 6.57% |
$239K - $263K
|
62.9K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.87K+ 2.48% |
$239K - $263K
|
160K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85KNew |
$237K - $261K
|
3.85K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.83KNew |
$236K - $260K
|
3.83K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.81K+ 2.95% |
$235K - $259K
|
133K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.81KNew |
$235K - $259K
|
3.81K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$234K - $258K
|
3.8K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.8K+ 14.26% |
$234K - $258K
|
30.4K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.8K+ 2.37% |
$234K - $258K
|
164K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.77KNew |
$233K - $256K
|
3.77K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.77K+ 3.75% |
$233K - $256K
|
104K
$6.86M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.72KNew |
$229K - $252K
|
3.72K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$229K - $252K
|
3.71K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.71K+ 5.3% |
$229K - $252K
|
73.6K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.69K+ 2.29% |
$228K - $250K
|
165K
$10.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.68K+ 5.2% |
$227K - $250K
|
74.4K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.68KNew |
$227K - $249K
|
3.68K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.67K+ 2.93% |
$226K - $249K
|
129K
$8.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.64K+ 2.26% |
$225K - $247K
|
165K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.64KNew |
$225K - $247K
|
3.64K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.63K+ 1075.67% |
$224K - $246K
|
3.96K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.61KNew |
$222K - $245K
|
3.61K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
3.6K+ 48.16% |
$222K - $244K
|
11.1K
$728K
|