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
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
478+ 783.61% |
$29.5K - $32.4K
|
539
$30.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
475+ 9.36% |
$29.3K - $32.2K
|
5.55K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
464+ 1.49% |
$28.6K - $31.5K
|
31.6K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
463+ 6.96% |
$28.6K - $31.4K
|
7.11K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
460+ 0.83% |
$28.4K - $31.2K
|
56.1K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
459New |
$28.3K - $31.2K
|
459
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
459+ 1.69% |
$28.3K - $31.2K
|
27.6K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
458+ 0.78% |
$28.2K - $31.1K
|
58.9K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
450+ 3.26% |
$27.8K - $30.5K
|
14.3K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
450+ 0.07% |
$27.8K - $30.5K
|
612K
$34.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
449+ 2.97% |
$27.7K - $30.5K
|
15.6K
$886K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
436+ 2.72% |
$26.9K - $29.6K
|
16.5K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
435New |
$26.8K - $29.5K
|
435
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
424New |
$26.2K - $28.8K
|
424
$24.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
420+ 11.22% |
$25.9K - $28.5K
|
4.16K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
414+ 3.94% |
$25.5K - $28.1K
|
10.9K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
406+ 1.03% |
$25K - $27.6K
|
39.7K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
404+ 3.6% |
$24.9K - $27.4K
|
11.6K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
403+ 4.08% |
$24.9K - $27.4K
|
10.3K
$585K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
400+ 0.24% |
$24.7K - $27.1K
|
169K
$9.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
400+ 1.61% |
$24.7K - $27.1K
|
25.2K
$1.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
399+ 2.64% |
$24.6K - $27.1K
|
15.5K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
394+ 2.92% |
$24.3K - $26.7K
|
13.9K
$790K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
387+ 0.46% |
$23.9K - $26.3K
|
83.7K
$4.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
375+ 3.1% |
$23.1K - $25.5K
|
12.5K
$709K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
375+ 2.87% |
$23.1K - $25.5K
|
13.4K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
371+ 0.57% |
$22.9K - $25.2K
|
65.8K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
367+ 0.53% |
$22.6K - $24.9K
|
69.3K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
367+ 0.54% |
$22.6K - $24.9K
|
68.6K
$3.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
365+ 0.34% |
$22.5K - $24.8K
|
108K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
359+ 16.7% |
$22.1K - $24.4K
|
2.51K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
355+ 95.17% |
$21.9K - $24.1K
|
728
$41.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
352+ 1.3% |
$21.7K - $23.9K
|
27.4K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
352New |
$21.7K - $23.9K
|
352
$20K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
345+ 0.06% |
$21.3K - $23.4K
|
553K
$31.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 3.87% |
$21.2K - $23.3K
|
9.21K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
341+ 1.63% |
$21K - $23.1K
|
21.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
340+ 0.14% |
$21K - $23.1K
|
252K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
335+ 0.63% |
$20.7K - $22.7K
|
53.3K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
332+ 2.23% |
$20.5K - $22.5K
|
15.2K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
328+ 1.03% |
$20.2K - $22.3K
|
32.2K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
327+ 7.21% |
$20.2K - $22.2K
|
4.86K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
325+ 6.75% |
$20K - $22.1K
|
5.14K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
322+ 5.96% |
$19.9K - $21.9K
|
5.72K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
321+ 3.7% |
$19.8K - $21.8K
|
9K
$512K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
317+ 234.81% |
$19.6K - $21.5K
|
452
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
315+ 1.46% |
$19.4K - $21.4K
|
21.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
315+ 9.5% |
$19.4K - $21.4K
|
3.63K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
313+ 3.5% |
$19.3K - $21.2K
|
9.26K
$527K
|