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 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
231+ 0.52% |
$14.2K - $15.7K
|
45.1K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
228+ 2.74% |
$14.1K - $15.5K
|
8.56K
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
221+ 2.09% |
$13.6K - $15K
|
10.8K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
219+ 5.77% |
$13.5K - $14.9K
|
4.01K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
216+ 10.0% |
$13.3K - $14.7K
|
2.38K
$156K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
215+ 1.97% |
$13.3K - $14.6K
|
11.1K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
215+ 4.61% |
$13.3K - $14.6K
|
4.88K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
214+ 4.03% |
$13.2K - $14.5K
|
5.53K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
208+ 2.02% |
$12.8K - $14.1K
|
10.5K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
206+ 4.27% |
$12.7K - $14K
|
5.03K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
204+ 1.19% |
$12.6K - $13.8K
|
17.3K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
192+ 3.1% |
$11.8K - $13K
|
6.38K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
189+ 0.5% |
$11.7K - $12.8K
|
37.9K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
186+ 0.59% |
$11.5K - $12.6K
|
31.8K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
182+ 1.79% |
$11.2K - $12.4K
|
10.4K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
181+ 0.86% |
$11.2K - $12.3K
|
21.3K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
180+ 1.21% |
$11.1K - $12.2K
|
15.1K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
176+ 0.43% |
$10.9K - $11.9K
|
40.7K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
175+ 2.5% |
$10.8K - $11.9K
|
7.16K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
162+ 0.98% |
$9.99K - $11K
|
16.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
161+ 1.32% |
$9.93K - $10.9K
|
12.4K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
161+ 2.62% |
$9.93K - $10.9K
|
6.3K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
160+ 1.45% |
$9.87K - $10.9K
|
11.2K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
160+ 0.3% |
$9.87K - $10.9K
|
54.2K
$3.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
154+ 0.18% |
$9.5K - $10.5K
|
84.5K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
152+ 0.39% |
$9.38K - $10.3K
|
39.4K
$2.59M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
152New |
$9.38K - $10.3K
|
152
$10K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 1.65% |
$9.31K - $10.2K
|
9.29K
$611K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
150+ 0.06% |
$9.25K - $10.2K
|
234K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$9.25K - $10.2K
|
150
$9.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
150+ 4.38% |
$9.25K - $10.2K
|
3.58K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
149+ 0.74% |
$9.19K - $10.1K
|
20.2K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
148+ 0.28% |
$9.13K - $10K
|
53K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
145+ 0.43% |
$8.94K - $9.84K
|
34K
$2.23M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
145+ 0.05% |
$8.94K - $9.84K
|
313K
$20.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
137+ 0.79% |
$8.45K - $9.3K
|
17.4K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
135New |
$8.33K - $9.16K
|
135
$8.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
133+ 0.82% |
$8.2K - $9.03K
|
16.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 1.04% |
$8.2K - $9.03K
|
13K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
132+ 0.95% |
$8.14K - $8.96K
|
14K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
130+ 3.17% |
$8.02K - $8.82K
|
4.23K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
129+ 2.38% |
$7.96K - $8.76K
|
5.55K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
129+ 2.09% |
$7.96K - $8.76K
|
6.31K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 1.57% |
$7.77K - $8.55K
|
8.15K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
124+ 0.71% |
$7.65K - $8.42K
|
17.7K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.75% |
$7.59K - $8.35K
|
16.5K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
117+ 0.3% |
$7.22K - $7.94K
|
39.4K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
116+ 0.32% |
$7.15K - $7.87K
|
36K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
116+ 0.43% |
$7.15K - $7.87K
|
27.2K
$1.79M
|