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 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.94K+ 8.01% |
$552K - $607K
|
121K
$7.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.87K+ 2.27% |
$547K - $602K
|
399K
$25.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.67K+ 0.68% |
$535K - $588K
|
1.29M
$83.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.66K+ 10.24% |
$534K - $588K
|
93.2K
$6.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.56K+ 9.2% |
$528K - $581K
|
102K
$6.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.34K+ 16.64% |
$514K - $566K
|
58.5K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.27K+ 4.25% |
$510K - $561K
|
203K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.24KNew |
$508K - $559K
|
8.24K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.23K+ 235.13% |
$507K - $558K
|
11.7K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8.14KNew |
$502K - $553K
|
8.14K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.09KNew |
$499K - $549K
|
8.09K
$523K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.01K+ 3.81% |
$494K - $544K
|
218K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.98K+ 26.95% |
$492K - $541K
|
37.6K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.96K+ 5.7% |
$491K - $540K
|
147K
$9.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.94K+ 5.8% |
$490K - $539K
|
145K
$9.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.91K+ 1.2% |
$488K - $537K
|
665K
$43M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.89K+ 3.18% |
$486K - $535K
|
256K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7.74K+ 5950.0% |
$477K - $525K
|
7.87K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.6K+ 4.94% |
$468K - $515K
|
161K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.55K+ 7.29% |
$466K - $513K
|
111K
$7.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.54KNew |
$465K - $512K
|
7.54K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.53K+ 2.03% |
$465K - $511K
|
379K
$24.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
7.49KNew |
$462K - $508K
|
7.49K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.48K+ 39.4% |
$461K - $508K
|
26.5K
$1.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.35K+ 20.29% |
$453K - $499K
|
43.6K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7.27K+ 4.47% |
$449K - $494K
|
170K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.16K+ 9.65% |
$442K - $486K
|
81.3K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.14K+ 6.5% |
$440K - $485K
|
117K
$7.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7.1K+ 1.82% |
$438K - $482K
|
398K
$25.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.99K+ 23.05% |
$431K - $474K
|
37.3K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.97K+ 0.94% |
$430K - $473K
|
751K
$48.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.9K+ 4.0% |
$426K - $468K
|
180K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.88K+ 68.48% |
$424K - $467K
|
16.9K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
6.87K+ 6.94% |
$423K - $466K
|
106K
$6.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
6.83K+ 3.27% |
$421K - $464K
|
216K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.73K+ 4.25% |
$415K - $457K
|
165K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 3.26% |
$411K - $452K
|
211K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.33K+ 2.43% |
$391K - $430K
|
267K
$17.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.28K+ 34.81% |
$387K - $426K
|
24.3K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.23K+ 1.45% |
$385K - $423K
|
437K
$28.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.15KNew |
$379K - $417K
|
6.15K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.11K+ 3.82% |
$377K - $415K
|
166K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.03K+ 14.14% |
$372K - $409K
|
48.7K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.93K+ 42.02% |
$366K - $402K
|
20K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93K+ 16.06% |
$366K - $402K
|
42.8K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
5.88K+ 0.79% |
$362K - $399K
|
750K
$48.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.82K+ 4.41% |
$359K - $395K
|
138K
$8.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.79K+ 16.09% |
$357K - $393K
|
41.8K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
5.72K+ 31.63% |
$353K - $388K
|
23.8K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.68K+ 5.2% |
$350K - $385K
|
115K
$7.42M
|