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
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
2.29KNew |
$141K - $155K
|
2.29K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.28K+ 3.32% |
$141K - $155K
|
71.1K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
2.28K+ 17.25% |
$141K - $155K
|
15.5K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.28K+ 5.61% |
$141K - $155K
|
42.9K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.23K+ 14.23% |
$137K - $151K
|
17.9K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.23K+ 4.44% |
$137K - $151K
|
52.4K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.23K+ 1.43% |
$137K - $151K
|
158K
$8.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.21K+ 16.68% |
$136K - $150K
|
15.5K
$880K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.18K+ 4.04% |
$134K - $148K
|
56K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.17K+ 36.99% |
$134K - $147K
|
8.02K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.11K+ 1.47% |
$130K - $143K
|
146K
$8.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.11K+ 1.49% |
$130K - $143K
|
144K
$8.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.1K+ 3.28% |
$129K - $142K
|
65.9K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.09KNew |
$129K - $142K
|
2.09K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.07K+ 0.94% |
$128K - $140K
|
223K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.06K+ 14.61% |
$127K - $140K
|
16.2K
$919K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.06K+ 5.72% |
$127K - $139K
|
38K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 1.77% |
$126K - $139K
|
118K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.01K+ 10.24% |
$124K - $136K
|
21.6K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.04% |
$123K - $135K
|
194K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.99K+ 25.34% |
$122K - $135K
|
9.82K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.97% |
$120K - $133K
|
101K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.95K+ 0.4% |
$120K - $132K
|
491K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 0.31% |
$120K - $132K
|
625K
$35.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95K+ 8.91% |
$120K - $132K
|
23.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.95K+ 35.99% |
$120K - $132K
|
7.35K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.92K+ 16.19% |
$118K - $130K
|
13.8K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.92K+ 6.92% |
$118K - $130K
|
29.6K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.91K+ 15.33% |
$118K - $130K
|
14.4K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.91K+ 1.94% |
$118K - $130K
|
100K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.91K+ 72.35% |
$118K - $130K
|
4.55K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.89K+ 14.21% |
$117K - $128K
|
15.2K
$865K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 11.18% |
$116K - $128K
|
18.7K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.85K+ 1.27% |
$114K - $126K
|
147K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.85KNew |
$114K - $126K
|
1.85K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.83K+ 2.53% |
$113K - $124K
|
74K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 8.24% |
$112K - $124K
|
23.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.81K+ 2.43% |
$112K - $123K
|
76.6K
$4.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.81K+ 21.82% |
$112K - $123K
|
10.1K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.77K+ 1.58% |
$109K - $120K
|
114K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.76K+ 13.23% |
$108K - $119K
|
15.1K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.75KNew |
$108K - $119K
|
1.75K
$99.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.75K+ 0.44% |
$108K - $119K
|
397K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.73K+ 2.8% |
$107K - $118K
|
63.6K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.72K+ 5.18% |
$106K - $117K
|
35K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.72K+ 5.02% |
$106K - $117K
|
36K
$2.05M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 0.81% |
$105K - $115K
|
211K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.69K+ 10.78% |
$104K - $115K
|
17.4K
$988K
|