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 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
64.6KNew |
$3.98M - $4.38M
|
64.6K
$3.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
64.2KNew |
$3.96M - $4.36M
|
64.2K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
63.5KNew |
$3.92M - $4.31M
|
63.5K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
62.7KNew |
$3.87M - $4.26M
|
62.7K
$3.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
61.7K+ 1266.23% |
$3.8M - $4.19M
|
66.5K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61K+ 3.97% |
$3.76M - $4.14M
|
1.6M
$95.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
60.6KNew |
$3.73M - $4.11M
|
60.6K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
59.1K+ 7.83% |
$3.65M - $4.01M
|
814K
$48.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
58.2K+ 6.41% |
$3.59M - $3.95M
|
965K
$57.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
58K+ 20.27% |
$3.58M - $3.94M
|
344K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
57.9K+ 268.21% |
$3.57M - $3.93M
|
79.5K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
57.6K+ 820.32% |
$3.55M - $3.91M
|
64.6K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.2K+ 5.07% |
$3.53M - $3.88M
|
1.19M
$70.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.8K+ 0.34% |
$3.5M - $3.86M
|
16.6M
$988M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
56.7KNew |
$3.5M - $3.85M
|
56.7K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
56.6KNew |
$3.49M - $3.84M
|
56.6K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
56.4KNew |
$3.48M - $3.82M
|
56.4K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56K+ 2.23% |
$3.46M - $3.8M
|
2.57M
$153M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
55K+ 14.98% |
$3.39M - $3.74M
|
422K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
54.2K+ 146.54% |
$3.34M - $3.68M
|
91.1K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
53.9K+ 9539.47% |
$3.32M - $3.66M
|
54.5K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52.9K+ 8.77% |
$3.26M - $3.59M
|
657K
$39.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
52.7KNew |
$3.25M - $3.57M
|
52.7K
$3.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
52.1KNew |
$3.22M - $3.54M
|
52.1K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.9KNew |
$3.2M - $3.52M
|
51.9K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
51.5KNew |
$3.18M - $3.5M
|
51.5K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
50.5KNew |
$3.12M - $3.43M
|
50.5K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
50.3K+ 1161.05% |
$3.1M - $3.41M
|
54.6K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50.1K+ 18.12% |
$3.09M - $3.4M
|
327K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.4K+ 51.98% |
$3.05M - $3.35M
|
144K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
49.2K+ 1.74% |
$3.04M - $3.34M
|
2.88M
$171M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.8K+ 5.87% |
$3.01M - $3.31M
|
880K
$52.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
48.7K+ 2.4% |
$3.01M - $3.31M
|
2.08M
$124M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47.4K+ 139.3% |
$2.92M - $3.22M
|
81.4K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.1K+ 4.67% |
$2.91M - $3.2M
|
1.06M
$62.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
46.5K+ 4.42% |
$2.87M - $3.16M
|
1.1M
$65.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46.3K+ 11.47% |
$2.85M - $3.14M
|
450K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
43.1K+ 17.53% |
$2.66M - $2.93M
|
289K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
42.6K+ 17964.56% |
$2.63M - $2.89M
|
42.8K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
42.5K+ 167.63% |
$2.62M - $2.89M
|
67.9K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42.4KNew |
$2.62M - $2.88M
|
42.4K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
42KNew |
$2.59M - $2.85M
|
42K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41.9K+ 10.91% |
$2.59M - $2.85M
|
426K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
41.7KNew |
$2.57M - $2.83M
|
41.7K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
40.7KNew |
$2.51M - $2.76M
|
40.7K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.3K+ 45.74% |
$2.48M - $2.73M
|
128K
$7.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
39.4K+ 17.85% |
$2.43M - $2.67M
|
260K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
39.1K+ 5.24% |
$2.41M - $2.65M
|
786K
$46.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39K+ 5.33% |
$2.4M - $2.64M
|
769K
$45.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
38.9KNew |
$2.4M - $2.64M
|
38.9K
$2.32M
|