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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
214+ 4.03% |
$13.2K - $14.5K
|
5.53K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
208+ 2.02% |
$12.8K - $14.1K
|
10.5K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
206+ 4.27% |
$12.7K - $14K
|
5.03K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
204+ 1.19% |
$12.6K - $13.8K
|
17.3K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
192+ 3.1% |
$11.8K - $13K
|
6.38K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
189+ 0.5% |
$11.7K - $12.8K
|
37.9K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
186+ 0.59% |
$11.5K - $12.6K
|
31.8K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
182+ 1.79% |
$11.2K - $12.4K
|
10.4K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
181+ 0.86% |
$11.2K - $12.3K
|
21.3K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
180+ 1.21% |
$11.1K - $12.2K
|
15.1K
$948K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
176+ 0.43% |
$10.9K - $11.9K
|
40.7K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
175+ 2.5% |
$10.8K - $11.9K
|
7.16K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
162+ 0.98% |
$9.99K - $11K
|
16.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
161+ 1.32% |
$9.93K - $10.9K
|
12.4K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
161+ 2.62% |
$9.93K - $10.9K
|
6.3K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
160+ 1.45% |
$9.87K - $10.9K
|
11.2K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
160+ 0.3% |
$9.87K - $10.9K
|
54.2K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
154+ 0.18% |
$9.5K - $10.5K
|
84.5K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
152+ 0.39% |
$9.38K - $10.3K
|
39.4K
$2.48M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
152New |
$9.38K - $10.3K
|
152
$9.54K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 1.65% |
$9.31K - $10.2K
|
9.29K
$583K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
150+ 0.06% |
$9.25K - $10.2K
|
234K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$9.25K - $10.2K
|
150
$9.42K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
150+ 4.38% |
$9.25K - $10.2K
|
3.58K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
149+ 0.74% |
$9.19K - $10.1K
|
20.2K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
148+ 0.28% |
$9.13K - $10K
|
53K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
145+ 0.43% |
$8.94K - $9.84K
|
34K
$2.13M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
145+ 0.05% |
$8.94K - $9.84K
|
313K
$19.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
137+ 0.79% |
$8.45K - $9.3K
|
17.4K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
135New |
$8.33K - $9.16K
|
135
$8.48K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
133+ 0.82% |
$8.2K - $9.03K
|
16.3K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 1.04% |
$8.2K - $9.03K
|
13K
$814K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
132+ 0.95% |
$8.14K - $8.96K
|
14K
$879K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
130+ 3.17% |
$8.02K - $8.82K
|
4.23K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
129+ 2.38% |
$7.96K - $8.76K
|
5.55K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
129+ 2.09% |
$7.96K - $8.76K
|
6.31K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 1.57% |
$7.77K - $8.55K
|
8.15K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
124+ 0.71% |
$7.65K - $8.42K
|
17.7K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.75% |
$7.59K - $8.35K
|
16.5K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
117+ 0.3% |
$7.22K - $7.94K
|
39.4K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
116+ 0.32% |
$7.15K - $7.87K
|
36K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
116+ 0.43% |
$7.15K - $7.87K
|
27.2K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
115New |
$7.09K - $7.81K
|
115
$7.22K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
114+ 0.7% |
$7.03K - $7.74K
|
16.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
112+ 2.48% |
$6.91K - $7.6K
|
4.63K
$291K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
111New |
$6.85K - $7.53K
|
111
$6.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
110+ 0.77% |
$6.78K - $7.47K
|
14.4K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
110+ 0.41% |
$6.78K - $7.47K
|
26.9K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
109+ 0.94% |
$6.72K - $7.4K
|
11.7K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
109+ 0.77% |
$6.72K - $7.4K
|
14.4K
$901K
|