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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1K+ 2.57% |
$746K - $820K
|
483K
$31.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12K+ 9.34% |
$741K - $816K
|
141K
$9.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
12K+ 5.16% |
$741K - $816K
|
245K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
12KNew |
$740K - $814K
|
12K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
11.9K+ 7.88% |
$734K - $808K
|
163K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11.9K+ 3.63% |
$734K - $807K
|
339K
$22.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.9K+ 1.26% |
$733K - $807K
|
953K
$62.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$733K - $806K
|
11.9K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
11.8K+ 11.31% |
$730K - $804K
|
117K
$7.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 5.61% |
$726K - $798K
|
221K
$14.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.7KNew |
$724K - $796K
|
11.7K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
11.7K+ 2.5% |
$723K - $795K
|
480K
$31.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 20106.9% |
$719K - $791K
|
11.7K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.6KNew |
$718K - $790K
|
11.6K
$765K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
11.6KNew |
$717K - $789K
|
11.6K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
11.6KNew |
$714K - $786K
|
11.6K
$762K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
11.5KNew |
$710K - $781K
|
11.5K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.4K+ 143.93% |
$704K - $774K
|
19.3K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.4K+ 3.27% |
$704K - $774K
|
360K
$23.7M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
11.3K+ 1.87% |
$696K - $766K
|
616K
$40.5M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.3K+ 7.86% |
$694K - $764K
|
154K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.2K+ 83.36% |
$692K - $761K
|
24.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1KNew |
$685K - $754K
|
11.1K
$731K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$685K - $753K
|
11.1K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11K+ 1.12% |
$679K - $747K
|
990K
$65.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11K+ 20.88% |
$678K - $746K
|
63.6K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.9K+ 109.75% |
$672K - $740K
|
20.8K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10.9KNew |
$672K - $739K
|
10.9K
$716K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10.8K+ 11.64% |
$666K - $733K
|
104K
$6.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
10.7KNew |
$662K - $729K
|
10.7K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.7K+ 2.76% |
$660K - $726K
|
399K
$26.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
10.7K+ 5.82% |
$660K - $726K
|
195K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
10.7K+ 1.22% |
$659K - $725K
|
885K
$58.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10.7K+ 6.76% |
$657K - $723K
|
168K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
10.6KNew |
$653K - $719K
|
10.6K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.6K+ 2.63% |
$652K - $717K
|
412K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10.4K+ 123.81% |
$641K - $706K
|
18.8K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10.4K+ 10.82% |
$639K - $703K
|
106K
$6.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.4K+ 52.8% |
$638K - $703K
|
30K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.2K+ 22.2% |
$631K - $694K
|
56.3K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 3.82% |
$630K - $693K
|
277K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.1KNew |
$624K - $687K
|
10.1K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10K+ 0.65% |
$620K - $682K
|
1.56M
$103M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10K+ 1.46% |
$619K - $681K
|
699K
$46M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.92K+ 107.74% |
$612K - $673K
|
19.1K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.92K+ 4.39% |
$612K - $673K
|
236K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.92K+ 12.62% |
$612K - $673K
|
88.5K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.89K+ 1.5% |
$610K - $671K
|
671K
$44.2M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.85K+ 11.26% |
$608K - $669K
|
97.3K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.82K+ 0.89% |
$606K - $667K
|
1.11M
$73.2M
|