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
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.3K+ 441.61% |
$1.13M - $1.24M
|
22.5K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.3KNew |
$1.13M - $1.24M
|
18.3K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.2K+ 79.08% |
$1.12M - $1.24M
|
41.2K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.7K+ 36.53% |
$1.09M - $1.2M
|
66.2K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 8.43% |
$1.09M - $1.2M
|
228K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.6K+ 8.38% |
$1.09M - $1.2M
|
228K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17.6KNew |
$1.09M - $1.2M
|
17.6K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.4K+ 5.77% |
$1.07M - $1.18M
|
319K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.3K+ 6.39% |
$1.07M - $1.17M
|
288K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
17.2KNew |
$1.06M - $1.16M
|
17.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17K+ 5.7% |
$1.05M - $1.15M
|
315K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16.7K+ 9.4% |
$1.03M - $1.13M
|
194K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 6.92% |
$1.01M - $1.11M
|
253K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
16.3K+ 6.48% |
$1.01M - $1.11M
|
269K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
16.2K+ 49.59% |
$1M - $1.1M
|
48.9K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2KNew |
$997K - $1.1M
|
16.2K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
16.1K+ 12.22% |
$994K - $1.09M
|
148K
$9.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
16.1K+ 2.13% |
$993K - $1.09M
|
771K
$49.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
15.8K+ 23.9% |
$975K - $1.07M
|
81.9K
$5.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15.5K+ 177.37% |
$956K - $1.05M
|
24.2K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.5K+ 8.23% |
$956K - $1.05M
|
204K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.4K+ 18.94% |
$949K - $1.04M
|
96.6K
$6.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.3KNew |
$947K - $1.04M
|
15.3K
$992K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15.2K+ 1.27% |
$939K - $1.03M
|
1.21M
$78.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.9K+ 26.06% |
$917K - $1.01M
|
72K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.8K+ 18.81% |
$915K - $1.01M
|
93.7K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
14.6KNew |
$902K - $993K
|
14.6K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 64.33% |
$897K - $987K
|
37.2K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.5KNew |
$896K - $986K
|
14.5K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.1K+ 3.97% |
$869K - $956K
|
369K
$23.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 7.21% |
$853K - $938K
|
206K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.8K+ 141.38% |
$849K - $934K
|
23.5K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.7K+ 3.45% |
$846K - $930K
|
411K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 15.95% |
$839K - $923K
|
98.9K
$6.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
13.5K+ 4.87% |
$834K - $918K
|
291K
$18.8M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.2K+ 135.42% |
$817K - $899K
|
23K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$814K - $895K
|
13.2K
$853K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.9K+ 500.0% |
$796K - $876K
|
15.5K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 35.58% |
$791K - $871K
|
48.9K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.8KNew |
$791K - $870K
|
12.8K
$829K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7K+ 7.67% |
$783K - $861K
|
178K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 1.9% |
$780K - $858K
|
680K
$44M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
12.5K+ 10.67% |
$770K - $847K
|
130K
$8.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.5K+ 124.65% |
$769K - $846K
|
22.5K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.5K+ 6.12% |
$769K - $846K
|
216K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3K+ 1.93% |
$762K - $838K
|
654K
$42.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1K+ 2.57% |
$746K - $820K
|
483K
$31.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
12K+ 5.16% |
$741K - $816K
|
245K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12K+ 9.34% |
$741K - $816K
|
141K
$9.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11.9K+ 3.63% |
$734K - $807K
|
339K
$21.9M
|