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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
748+ 1.05% |
$46.1K - $50.8K
|
72.3K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
748+ 0.95% |
$46.1K - $50.8K
|
79.2K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
747New |
$46.1K - $50.7K
|
747
$46.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
743+ 31.09% |
$45.8K - $50.4K
|
3.13K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
742+ 0.66% |
$45.8K - $50.4K
|
113K
$7.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
731+ 8.89% |
$45.1K - $49.6K
|
8.96K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
715+ 2.58% |
$44.1K - $48.5K
|
28.5K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
710New |
$43.8K - $48.2K
|
710
$44.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
707+ 13.43% |
$43.6K - $48K
|
5.97K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
707+ 2.72% |
$43.6K - $48K
|
26.7K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
695+ 22.18% |
$42.9K - $47.2K
|
3.83K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
685+ 0.23% |
$42.3K - $46.5K
|
295K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
676+ 3.55% |
$41.7K - $45.9K
|
19.7K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
672+ 0.68% |
$41.4K - $45.6K
|
99.1K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
665+ 0.59% |
$41K - $45.1K
|
113K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.27% |
$40.7K - $44.8K
|
13.2K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
659+ 7.91% |
$40.6K - $44.7K
|
8.99K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
643+ 0.89% |
$39.7K - $43.6K
|
72.7K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
641+ 11.4% |
$39.5K - $43.5K
|
6.27K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
636+ 0.3% |
$39.2K - $43.2K
|
213K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
625+ 11.74% |
$38.6K - $42.4K
|
5.95K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
611+ 0.51% |
$37.7K - $41.5K
|
122K
$7.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
610+ 3.43% |
$37.6K - $41.4K
|
18.4K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
610+ 1.0% |
$37.6K - $41.4K
|
61.7K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
609+ 2.01% |
$37.6K - $41.3K
|
30.9K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
606+ 2.04% |
$37.4K - $41.1K
|
30.3K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
597+ 7.28% |
$36.8K - $40.5K
|
8.8K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
596+ 0.15% |
$36.8K - $40.5K
|
389K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
591+ 10.48% |
$36.5K - $40.1K
|
6.23K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
589+ 11.35% |
$36.3K - $40K
|
5.78K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
589+ 499.15% |
$36.3K - $40K
|
707
$44.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
587New |
$36.2K - $39.8K
|
587
$36.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 3.58% |
$36K - $39.6K
|
16.9K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
580+ 27.82% |
$35.8K - $39.4K
|
2.67K
$167K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
578+ 2.66% |
$35.7K - $39.2K
|
22.3K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
578+ 4.84% |
$35.7K - $39.2K
|
12.5K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
575+ 2.88% |
$35.5K - $39K
|
20.6K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$35K - $38.5K
|
567
$35.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
566+ 2.85% |
$34.9K - $38.4K
|
20.4K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
566+ 2.62% |
$34.9K - $38.4K
|
22.1K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
558+ 1.06% |
$34.4K - $37.9K
|
53.3K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
551+ 1.79% |
$34K - $37.4K
|
31.3K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
549+ 1.72% |
$33.9K - $37.3K
|
32.5K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
532+ 0.79% |
$32.8K - $36.1K
|
68.3K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
526+ 16.34% |
$32.4K - $35.7K
|
3.75K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
523+ 0.13% |
$32.3K - $35.5K
|
394K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
516+ 3.43% |
$31.8K - $35K
|
15.6K
$978K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
515+ 3.09% |
$31.8K - $35K
|
17.2K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
506+ 7.32% |
$31.2K - $34.3K
|
7.42K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
505+ 0.35% |
$31.1K - $34.3K
|
147K
$9.21M
|