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 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.04% |
$247 - $271
|
10.6K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.1% |
$247 - $271
|
3.89K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 0.41% |
$247 - $271
|
971
$63.5K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3+ 0.08% |
$185 - $204
|
3.67K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
3+ 0.06% |
$185 - $204
|
5.04K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.07% |
$185 - $204
|
4.53K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.5% |
$185 - $204
|
604
$39.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.02% |
$123 - $136
|
12.1K
$790K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.04% |
$123 - $136
|
5.62K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $136
|
208K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$123 - $136
|
36.5K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.48% |
$61.7 - $67.9
|
210
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
4.76K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$61.7 - $67.9
|
107K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
4.25K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
6.1K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$61.7 - $67.9
|
1.28K
$83.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$61.7 - $67.9
|
1.43K
$93.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$61.7 - $67.9
|
11.7K
$768K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$61.7 - $67.9
|
5.85K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$123 - $136
|
4.27K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-5- 0.01% |
$308 - $339
|
66.2K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-5- 0.04% |
$308 - $339
|
11.3K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5- 0.14% |
$308 - $339
|
3.55K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.05% |
$370 - $407
|
11.6K
$757K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-7- 0.27% |
$432 - $475
|
2.63K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-8- 0.22% |
$493 - $543
|
3.57K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-9- 0.12% |
$555 - $611
|
7.76K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.06% |
$925 - $1.02K
|
24K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15- 0.1% |
$925 - $1.02K
|
14.5K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.09% |
$1.23K - $1.36K
|
21.5K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-21- 0.28% |
$1.3K - $1.43K
|
7.6K
$497K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-23- 0.53% |
$1.42K - $1.56K
|
4.35K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.21% |
$1.54K - $1.7K
|
12.1K
$794K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28- 0.11% |
$1.73K - $1.9K
|
24.6K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-28- 0.34% |
$1.73K - $1.9K
|
8.28K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-29- 0.12% |
$1.79K - $1.97K
|
23.4K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
32.9K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-33- 0.76% |
$2.04K - $2.24K
|
4.33K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-34- 0.5% |
$2.1K - $2.31K
|
6.8K
$445K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-44- 0.07% |
$2.71K - $2.99K
|
66.8K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.71% |
$2.84K - $3.12K
|
6.4K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.64% |
$3.52K - $3.87K
|
8.9K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-65- 1.33% |
$4.01K - $4.41K
|
4.82K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-66- 0.11% |
$4.07K - $4.48K
|
58K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.0% |
$4.26K - $4.68K
|
6.83K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 0.83% |
$4.32K - $4.75K
|
8.4K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-72- 4.81% |
$4.44K - $4.89K
|
1.42K
$93.1K
|