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
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20K+ 6.65% |
$1.23M - $1.35M
|
320K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.9K+ 1.84% |
$1.22M - $1.35M
|
1.1M
$72.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19.3KNew |
$1.19M - $1.31M
|
19.3K
$1.27M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
19.3K+ 14.88% |
$1.19M - $1.31M
|
149K
$9.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.2K+ 2.65% |
$1.19M - $1.3M
|
745K
$49M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.18M - $1.3M
|
19.2K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.1KNew |
$1.18M - $1.3M
|
19.1K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
19.1K+ 3.48% |
$1.18M - $1.3M
|
568K
$37.4M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
18.9KNew |
$1.17M - $1.29M
|
18.9K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
18.8KNew |
$1.16M - $1.28M
|
18.8K
$1.24M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18.6KNew |
$1.15M - $1.26M
|
18.6K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
18.5K+ 0.91% |
$1.14M - $1.26M
|
2.06M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
18.4K+ 193.96% |
$1.14M - $1.25M
|
28K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18.4K+ 0.73% |
$1.14M - $1.25M
|
2.54M
$167M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.3K+ 441.61% |
$1.13M - $1.24M
|
22.5K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.3KNew |
$1.13M - $1.24M
|
18.3K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
18.2K+ 5.02% |
$1.12M - $1.24M
|
381K
$25.1M
|
|
|
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
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
18KNew |
$1.11M - $1.22M
|
18K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.8K+ 130.6% |
$1.1M - $1.21M
|
31.4K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
17.8K+ 26.52% |
$1.1M - $1.21M
|
84.7K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.7K+ 36.53% |
$1.09M - $1.2M
|
66.2K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 8.43% |
$1.09M - $1.2M
|
228K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.6K+ 8.38% |
$1.09M - $1.2M
|
228K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17.6KNew |
$1.09M - $1.2M
|
17.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
17.6K+ 2.17% |
$1.08M - $1.19M
|
828K
$54.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
17.4K+ 8.66% |
$1.07M - $1.18M
|
218K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.4K+ 5.77% |
$1.07M - $1.18M
|
319K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.3K+ 6.39% |
$1.07M - $1.17M
|
288K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.2K+ 0.56% |
$1.06M - $1.17M
|
3.07M
$202M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
17.2K+ 2.85% |
$1.06M - $1.17M
|
621K
$40.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
17.2KNew |
$1.06M - $1.16M
|
17.2K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17K+ 5.7% |
$1.05M - $1.15M
|
315K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.8KNew |
$1.04M - $1.14M
|
16.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
16.8KNew |
$1.03M - $1.14M
|
16.8K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16.7K+ 9.4% |
$1.03M - $1.13M
|
194K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 6.92% |
$1.01M - $1.11M
|
253K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
16.3K+ 6.48% |
$1.01M - $1.11M
|
269K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
16.2K+ 49.59% |
$1M - $1.1M
|
48.9K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2KNew |
$997K - $1.1M
|
16.2K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
16.1K+ 12.22% |
$994K - $1.09M
|
148K
$9.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
16.1K+ 2.13% |
$993K - $1.09M
|
771K
$50.7M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
15.9K+ 17.25% |
$979K - $1.08M
|
108K
$7.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15.9KNew |
$978K - $1.08M
|
15.9K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
15.8K+ 23.9% |
$975K - $1.07M
|
81.9K
$5.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
15.8K+ 15.01% |
$973K - $1.07M
|
121K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
15.7K+ 4.8% |
$969K - $1.07M
|
343K
$22.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
15.7KNew |
$968K - $1.07M
|
15.7K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.5K+ 2818.15% |
$958K - $1.05M
|
16.1K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15.5K+ 177.37% |
$956K - $1.05M
|
24.2K
$1.59M
|