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
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.18% |
$6.11K - $6.72K
|
54.4K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
98+ 1.3% |
$6.04K - $6.65K
|
7.65K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
95+ 0.22% |
$5.86K - $6.45K
|
43.2K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
94+ 1.42% |
$5.8K - $6.38K
|
6.73K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
90+ 2.35% |
$5.55K - $6.11K
|
3.91K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
88+ 0.07% |
$5.43K - $5.97K
|
132K
$7.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
83New |
$5.12K - $5.63K
|
83
$4.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
83New |
$5.12K - $5.63K
|
83
$4.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
82+ 0.12% |
$5.06K - $5.57K
|
66.8K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
82+ 0.41% |
$5.06K - $5.57K
|
20.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80+ 8.65% |
$4.93K - $5.43K
|
1.01K
$57.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
80+ 0.7% |
$4.93K - $5.43K
|
11.4K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
80+ 1.36% |
$4.93K - $5.43K
|
5.97K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
80New |
$4.93K - $5.43K
|
80
$4.55K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
79New |
$4.87K - $5.36K
|
79
$4.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
74+ 0.41% |
$4.56K - $5.02K
|
18.3K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
72+ 0.15% |
$4.44K - $4.89K
|
48.9K
$2.78M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
71+ 17.53% |
$4.38K - $4.82K
|
476
$27.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
67+ 0.94% |
$4.13K - $4.55K
|
7.21K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
63+ 0.05% |
$3.89K - $4.28K
|
128K
$7.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
63+ 0.54% |
$3.89K - $4.28K
|
11.6K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
63+ 0.29% |
$3.89K - $4.28K
|
22K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
58+ 0.04% |
$3.58K - $3.94K
|
150K
$8.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 0.85% |
$3.58K - $3.94K
|
6.92K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
57New |
$3.52K - $3.87K
|
57
$3.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
57+ 0.87% |
$3.52K - $3.87K
|
6.64K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
55+ 0.24% |
$3.39K - $3.73K
|
22.5K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 1.1% |
$3.39K - $3.73K
|
5.04K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 0.19% |
$3.33K - $3.66K
|
28.5K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
54+ 0.45% |
$3.33K - $3.66K
|
12K
$682K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
53+ 0.34% |
$3.27K - $3.6K
|
15.5K
$883K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52+ 0.38% |
$3.21K - $3.53K
|
13.7K
$780K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
51+ 0.41% |
$3.15K - $3.46K
|
12.6K
$718K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 0.42% |
$3.15K - $3.46K
|
12.1K
$691K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
51+ 0.99% |
$3.15K - $3.46K
|
5.22K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
51+ 0.04% |
$3.15K - $3.46K
|
125K
$7.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.23% |
$3.08K - $3.39K
|
21.6K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
50+ 0.91% |
$3.08K - $3.39K
|
5.53K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 9.9% |
$3.08K - $3.39K
|
555
$31.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47+ 0.32% |
$2.9K - $3.19K
|
14.6K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
45+ 0.16% |
$2.78K - $3.05K
|
27.9K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
45+ 0.3% |
$2.78K - $3.05K
|
14.8K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.65K - $2.92K
|
25.4K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.53K - $2.78K
|
41
$2.33K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38+ 0.5% |
$2.34K - $2.58K
|
7.67K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
38+ 0.05% |
$2.34K - $2.58K
|
78.1K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
38+ 0.51% |
$2.34K - $2.58K
|
7.43K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
36+ 0.75% |
$2.22K - $2.44K
|
4.86K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$1.99K
|