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 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
38+ 0.51% |
$2.34K - $2.58K
|
7.43K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$2.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.71% |
$2.16K - $2.38K
|
4.97K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 0.53% |
$2.1K - $2.31K
|
6.39K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
33+ 0.3% |
$2.04K - $2.24K
|
10.9K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
31+ 0.52% |
$1.91K - $2.1K
|
5.97K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.39% |
$1.91K - $2.1K
|
8.03K
$514K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.25% |
$1.85K - $2.04K
|
1.36K
$87.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
30+ 1.14% |
$1.85K - $2.04K
|
2.66K
$170K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
29+ 0.24% |
$1.79K - $1.97K
|
12.3K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
29+ 0.07% |
$1.79K - $1.97K
|
44.5K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$1.79K - $1.97K
|
8.02K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29+ 0.43% |
$1.79K - $1.97K
|
6.81K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
28+ 0.4% |
$1.73K - $1.9K
|
7K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.22% |
$1.67K - $1.83K
|
12.4K
$794K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.12% |
$1.67K - $1.83K
|
22.9K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
26+ 0.43% |
$1.6K - $1.76K
|
6.03K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
26+ 0.36% |
$1.6K - $1.76K
|
7.26K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
25+ 0.24% |
$1.54K - $1.7K
|
10.3K
$657K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.03% |
$1.54K - $1.7K
|
90.4K
$5.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.04% |
$1.48K - $1.63K
|
54.8K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.36% |
$1.36K - $1.49K
|
6.08K
$389K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 0.12% |
$1.3K - $1.43K
|
17.5K
$1.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
21+ 0.34% |
$1.3K - $1.43K
|
6.14K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.4% |
$1.3K - $1.43K
|
5.25K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
21+ 0.23% |
$1.3K - $1.43K
|
9.09K
$582K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
20+ 0.41% |
$1.23K - $1.36K
|
4.84K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 0.14% |
$1.23K - $1.36K
|
14.7K
$944K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
20+ 0.4% |
$1.23K - $1.36K
|
5.03K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
19+ 0.5% |
$1.17K - $1.29K
|
3.85K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
18+ 0.2% |
$1.11K - $1.22K
|
9.04K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
17+ 0.37% |
$1.05K - $1.15K
|
4.59K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
16+ 0.39% |
$987 - $1.09K
|
4.12K
$264K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
15+ 0.15% |
$925 - $1.02K
|
10.3K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15+ 0.35% |
$925 - $1.02K
|
4.29K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.41% |
$925 - $1.02K
|
3.69K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 5.65% |
$802 - $882
|
243
$15.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.34% |
$802 - $882
|
3.88K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.12% |
$740 - $814
|
9.65K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12+ 0.29% |
$740 - $814
|
4.14K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.09% |
$678 - $747
|
11.7K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.12% |
$678 - $747
|
9.35K
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.32% |
$678 - $747
|
3.48K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.14% |
$678 - $747
|
7.7K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10+ 0.08% |
$617 - $679
|
12K
$766K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10+ 0.02% |
$617 - $679
|
48.8K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
9+ 0.09% |
$555 - $611
|
10.2K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
8+ 0.1% |
$493 - $543
|
8.39K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.15% |
$493 - $543
|
5.33K
$341K
|