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 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.05% |
$185 - $204
|
5.82K
$366K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.02% |
$123 - $136
|
12.1K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.04% |
$123 - $136
|
5.62K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$123 - $136
|
36.5K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $136
|
208K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.2% |
$123 - $136
|
988
$62K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$123 - $136
|
6.41K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.64% |
$123 - $136
|
316
$19.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$61.7 - $67.9
|
1.28K
$80.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
5.85K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
6.1K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$61.7 - $67.9
|
107K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$61.7 - $67.9
|
1.43K
$89.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
4.25K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
4.76K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$61.7 - $67.9
|
11.7K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.48% |
$61.7 - $67.9
|
210
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.21% |
$61.7 - $67.9
|
477
$30K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.0% |
$61.7 - $67.9
|
24.4K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.37% |
$61.7 - $67.9
|
74
$4.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1+ 0.0% |
$61.7 - $67.9
|
2.01M
$126M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
4.05K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$61.7 - $67.9
|
25.2K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$123 - $136
|
4.27K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.05% |
$123 - $136
|
3.95K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.32% |
$185 - $204
|
930
$58.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4- 0.01% |
$247 - $271
|
28.1K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-5- 0.04% |
$308 - $339
|
11.3K
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-5- 0.01% |
$308 - $339
|
66.2K
$4.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5- 0.14% |
$308 - $339
|
3.55K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 0.05% |
$308 - $339
|
9.65K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$308 - $339
|
11.7K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.05% |
$370 - $407
|
11.6K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-7- 0.27% |
$432 - $475
|
2.63K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-7- -0.0% |
$432 - $475
|
204K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-7- 0.06% |
$432 - $475
|
12.4K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.03% |
$432 - $475
|
21.8K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-8- 0.22% |
$493 - $543
|
3.57K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-9- 0.12% |
$555 - $611
|
7.76K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-9- 0.23% |
$555 - $611
|
3.95K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-12- 0.08% |
$740 - $814
|
14.5K
$911K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 5.78% |
$802 - $882
|
212
$13.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 2.37% |
$802 - $882
|
535
$33.6K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15- 0.1% |
$925 - $1.02K
|
14.5K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.06% |
$925 - $1.02K
|
24K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.14% |
$925 - $1.02K
|
10.4K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.09% |
$1.23K - $1.36K
|
21.5K
$1.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-20Closed |
$1.23K - $1.36K
|
0
$0
|