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 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21K+ 29.22% |
$1.3M - $1.43M
|
92.9K
$6.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.9K+ 45.56% |
$1.29M - $1.42M
|
66.9K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.8K+ 3.06% |
$1.28M - $1.41M
|
701K
$45.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
19.3K+ 14.88% |
$1.19M - $1.31M
|
149K
$9.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.2K+ 2.65% |
$1.19M - $1.3M
|
745K
$48.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.18M - $1.3M
|
19.2K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.1KNew |
$1.18M - $1.3M
|
19.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.3K+ 441.61% |
$1.13M - $1.24M
|
22.5K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.3KNew |
$1.13M - $1.24M
|
18.3K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 8.43% |
$1.09M - $1.2M
|
228K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.6K+ 8.38% |
$1.09M - $1.2M
|
228K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.4K+ 5.77% |
$1.07M - $1.18M
|
319K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.3K+ 6.39% |
$1.07M - $1.17M
|
288K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17K+ 5.7% |
$1.05M - $1.15M
|
315K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 6.92% |
$1.01M - $1.11M
|
253K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
16.3K+ 6.48% |
$1.01M - $1.11M
|
269K
$17.6M
|
|
|
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
$9.68M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.5K+ 8.23% |
$956K - $1.05M
|
204K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.4K+ 18.94% |
$949K - $1.04M
|
96.6K
$6.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15.2K+ 1.27% |
$939K - $1.03M
|
1.21M
$79.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.9K+ 26.06% |
$917K - $1.01M
|
72K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.8K+ 18.81% |
$915K - $1.01M
|
93.7K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
14.6KNew |
$902K - $993K
|
14.6K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 64.33% |
$897K - $987K
|
37.2K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.5KNew |
$896K - $986K
|
14.5K
$950K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
14.1K+ 3.97% |
$869K - $956K
|
369K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 15.95% |
$839K - $923K
|
98.9K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$814K - $895K
|
13.2K
$863K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.9K+ 500.0% |
$796K - $876K
|
15.5K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
12.5K+ 10.67% |
$770K - $847K
|
130K
$8.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.5K+ 6.12% |
$769K - $846K
|
216K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3K+ 1.93% |
$762K - $838K
|
654K
$42.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12K+ 9.34% |
$741K - $816K
|
141K
$9.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11.9K+ 3.63% |
$734K - $807K
|
339K
$22.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.9K+ 1.26% |
$733K - $807K
|
953K
$62.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
11.8K+ 11.31% |
$730K - $804K
|
117K
$7.62M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.6KNew |
$718K - $790K
|
11.6K
$761K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.4K+ 3.27% |
$704K - $774K
|
360K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.6K+ 2.63% |
$652K - $717K
|
412K
$26.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.4K+ 52.8% |
$638K - $703K
|
30K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 3.82% |
$630K - $693K
|
277K
$18.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.1KNew |
$624K - $687K
|
10.1K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.92K+ 107.74% |
$612K - $673K
|
19.1K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.92K+ 12.62% |
$612K - $673K
|
88.5K
$5.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.89K+ 1.5% |
$610K - $671K
|
671K
$43.9M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.85K+ 11.26% |
$608K - $669K
|
97.3K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.68KNew |
$597K - $657K
|
9.68K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.68K+ 4.78% |
$597K - $657K
|
212K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.59KNew |
$591K - $651K
|
9.59K
$627K
|