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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.6K+ 14.61% |
$1.64M - $1.8M
|
208K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 70.57% |
$1.63M - $1.8M
|
64K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.4K+ 5.92% |
$1.63M - $1.79M
|
472K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
26.2KNew |
$1.62M - $1.78M
|
26.2K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
25.6K+ 12.48% |
$1.58M - $1.74M
|
231K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.6K+ 4.39% |
$1.58M - $1.73M
|
608K
$40M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
25.5K+ 1.39% |
$1.57M - $1.73M
|
1.86M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
24.9KNew |
$1.54M - $1.69M
|
24.9K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24.8K+ 17.75% |
$1.53M - $1.68M
|
164K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
24.5KNew |
$1.51M - $1.67M
|
24.5K
$1.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.2K+ 16.4% |
$1.5M - $1.65M
|
172K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
24.2K+ 12.72% |
$1.49M - $1.64M
|
214K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.2K+ 1504.86% |
$1.49M - $1.64M
|
25.8K
$1.69M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
24.1KNew |
$1.49M - $1.64M
|
24.1K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
24.1KNew |
$1.49M - $1.63M
|
24.1K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
23.8K+ 555.41% |
$1.47M - $1.62M
|
28.1K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.7KNew |
$1.46M - $1.61M
|
23.7K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
23.6K+ 5888.03% |
$1.46M - $1.6M
|
24K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
23.5KNew |
$1.45M - $1.59M
|
23.5K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.2KNew |
$1.43M - $1.58M
|
23.2K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.1K+ 21.23% |
$1.43M - $1.57M
|
132K
$8.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23K+ 4.35% |
$1.42M - $1.56M
|
553K
$36.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
22.9K+ 7.17% |
$1.41M - $1.56M
|
343K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
22.9KNew |
$1.41M - $1.55M
|
22.9K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
22.8KNew |
$1.4M - $1.55M
|
22.8K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.6K+ 15.74% |
$1.4M - $1.54M
|
167K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
22.6KNew |
$1.39M - $1.53M
|
22.6K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22.6KNew |
$1.39M - $1.53M
|
22.6K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
22.5K+ 1.65% |
$1.39M - $1.53M
|
1.38M
$90.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
22.3KNew |
$1.38M - $1.51M
|
22.3K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.3K+ 3.04% |
$1.37M - $1.51M
|
756K
$49.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
22.2K+ 1.76% |
$1.37M - $1.5M
|
1.28M
$84.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.1K+ 10.65% |
$1.36M - $1.5M
|
230K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 17.92% |
$1.36M - $1.5M
|
145K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.1K+ 3.34% |
$1.36M - $1.5M
|
683K
$44.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
21.9K+ 30.39% |
$1.35M - $1.49M
|
94.1K
$6.19M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
21.8KNew |
$1.35M - $1.48M
|
21.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
21.8KNew |
$1.34M - $1.48M
|
21.8K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 28.16% |
$1.34M - $1.48M
|
99.1K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 7.26% |
$1.34M - $1.47M
|
320K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
21.7K+ 53.28% |
$1.34M - $1.47M
|
62.4K
$4.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
21.2KNew |
$1.31M - $1.44M
|
21.2K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21K+ 29.22% |
$1.3M - $1.43M
|
92.9K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20.9K+ 14.55% |
$1.29M - $1.42M
|
165K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.9K+ 45.56% |
$1.29M - $1.42M
|
66.9K
$4.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.9K+ 15.14% |
$1.29M - $1.42M
|
159K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.8K+ 3.06% |
$1.28M - $1.41M
|
701K
$46.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20.3K+ 137.8% |
$1.25M - $1.38M
|
35.1K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.3KNew |
$1.25M - $1.38M
|
20.3K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.3K+ 3.1% |
$1.25M - $1.38M
|
674K
$44.3M
|