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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.15K+ 5.22% |
$194K - $213K
|
63.4K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 9.42% |
$194K - $213K
|
36.5K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.14K+ 1.67% |
$194K - $213K
|
191K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.13K+ 1.8% |
$193K - $212K
|
177K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 1.52% |
$193K - $212K
|
209K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.08K+ 3.62% |
$190K - $209K
|
88.3K
$5.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.07K+ 22.82% |
$190K - $209K
|
16.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.06KNew |
$189K - $207K
|
3.06K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 2.63% |
$188K - $207K
|
119K
$7.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.03K+ 4.37% |
$187K - $206K
|
72.4K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.98K+ 3.88% |
$184K - $202K
|
79.8K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.95K+ 17.11% |
$182K - $200K
|
20.2K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.95K+ 3.42% |
$182K - $200K
|
89.3K
$5.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.93K+ 20.4% |
$180K - $199K
|
17.3K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.91K+ 1.45% |
$180K - $198K
|
204K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.85K+ 27.34% |
$176K - $193K
|
13.3K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.85K+ 1.57% |
$176K - $193K
|
185K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 27.64% |
$173K - $191K
|
13K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.81K+ 6.01% |
$173K - $191K
|
49.6K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$173K - $191K
|
137K
$8.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.79K+ 0.22% |
$172K - $189K
|
1.29M
$82.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.78K+ 29.07% |
$171K - $189K
|
12.3K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 2.86% |
$171K - $189K
|
100K
$6.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.73K+ 70.96% |
$168K - $185K
|
6.57K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.72K+ 6.38% |
$168K - $184K
|
45.3K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.71K+ 7.44% |
$167K - $184K
|
39.1K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.66K+ 2.62% |
$164K - $181K
|
104K
$6.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.66KNew |
$164K - $180K
|
2.66K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.63K+ 62.0% |
$162K - $178K
|
6.86K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 3.62% |
$161K - $177K
|
74.8K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.61K+ 5.33% |
$161K - $177K
|
51.5K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.54K+ 7.81% |
$156K - $172K
|
35K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$156K - $172K
|
87.5K
$5.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.52K+ 0.92% |
$155K - $171K
|
278K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.52K+ 10.01% |
$155K - $171K
|
27.7K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.52KNew |
$155K - $171K
|
2.52K
$161K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1.09% |
$154K - $170K
|
233K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.47K+ 0.53% |
$153K - $168K
|
469K
$30M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.47K+ 75.14% |
$152K - $168K
|
5.76K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 13.1% |
$152K - $168K
|
21.3K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.46K+ 4.55% |
$152K - $167K
|
56.6K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.45K+ 6.22% |
$151K - $166K
|
41.8K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.44K+ 43.71% |
$150K - $165K
|
8.01K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.43KNew |
$150K - $165K
|
2.43K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.39K+ 1.02% |
$147K - $162K
|
237K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.39K+ 2.24% |
$147K - $162K
|
109K
$6.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.38K+ 2.78% |
$146K - $161K
|
87.7K
$5.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.37K+ 0.43% |
$146K - $161K
|
559K
$35.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.36K+ 41.43% |
$145K - $160K
|
8.04K
$515K
|