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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.75K+ 0.44% |
$108K - $119K
|
397K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.73K+ 2.8% |
$107K - $118K
|
63.6K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.72K+ 5.18% |
$106K - $117K
|
35K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.72K+ 5.02% |
$106K - $117K
|
36K
$2.26M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 0.81% |
$105K - $115K
|
211K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.69K+ 10.78% |
$104K - $115K
|
17.4K
$1.09M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.68KNew |
$104K - $114K
|
1.68K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.68K+ 9.44% |
$103K - $114K
|
19.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.67K+ 3.79% |
$103K - $113K
|
45.6K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.66K+ 2.91% |
$102K - $112K
|
58.5K
$3.67M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.64KNew |
$101K - $111K
|
1.64K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.63K+ 5.34% |
$101K - $111K
|
32.2K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 7.41% |
$100K - $110K
|
23.5K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.62K+ 2.93% |
$99.9K - $110K
|
56.9K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.61K+ 7.73% |
$99.1K - $109K
|
22.4K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.61KNew |
$99K - $109K
|
1.61K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.59KNew |
$98.1K - $108K
|
1.59K
$99.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.59K+ 1.86% |
$97.8K - $108K
|
87K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.58K+ 4.94% |
$97.7K - $108K
|
33.7K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.58K+ 1.38% |
$97.7K - $108K
|
116K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.58K+ 17.06% |
$97.5K - $107K
|
10.8K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.57KNew |
$96.9K - $107K
|
1.57K
$98.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.56K+ 18.87% |
$96.4K - $106K
|
9.85K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.56K+ 0.84% |
$96K - $106K
|
187K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.56K+ 6.26% |
$96K - $106K
|
26.4K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.55K+ 1.58% |
$95.7K - $105K
|
99.7K
$6.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.54K+ 14.81% |
$94.9K - $104K
|
11.9K
$749K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.54K+ 1.46% |
$94.8K - $104K
|
107K
$6.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.53K+ 1.86% |
$94.6K - $104K
|
84.2K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$94.1K - $104K
|
1.53K
$95.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.52K+ 8.97% |
$93.8K - $103K
|
18.5K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.51K+ 3.2% |
$93.4K - $103K
|
48.8K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$90.2K - $99.3K
|
1.46K
$91.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.46K+ 8.62% |
$90K - $99K
|
18.4K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46K+ 14.17% |
$89.8K - $98.8K
|
11.7K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 40.28% |
$89.8K - $98.8K
|
5.07K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 19.72% |
$89.1K - $98.1K
|
8.77K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.43K+ 3.09% |
$88.1K - $97K
|
47.7K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.43K+ 3.74% |
$88K - $96.9K
|
39.6K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.42K+ 0.33% |
$87.8K - $96.6K
|
428K
$26.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.41K+ 15.09% |
$87.1K - $95.8K
|
10.8K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.4K+ 19.07% |
$86.1K - $94.7K
|
8.72K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.39KNew |
$85.9K - $94.5K
|
1.39K
$87.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39K+ 3.82% |
$85.8K - $94.4K
|
37.8K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 4.6% |
$85.7K - $94.3K
|
31.6K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.38K+ 6.17% |
$85.1K - $93.6K
|
23.7K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 4.92% |
$84.7K - $93.3K
|
29.3K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.37K+ 9.04% |
$84.6K - $93.1K
|
16.6K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.36K+ 0.2% |
$84K - $92.4K
|
694K
$43.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.36K+ 30.09% |
$83.9K - $92.3K
|
5.88K
$369K
|