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
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.64K+ 2.26% |
$225K - $247K
|
165K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.59KNew |
$221K - $244K
|
3.59K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.55K+ 2.91% |
$219K - $241K
|
125K
$8.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.5K+ 20.7% |
$216K - $237K
|
20.4K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.49K+ 16.32% |
$215K - $237K
|
24.9K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3.48KNew |
$215K - $236K
|
3.48K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 5.44% |
$212K - $233K
|
66.6K
$4.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.4K+ 21.39% |
$209K - $230K
|
19.3K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.35KNew |
$207K - $228K
|
3.35K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.33K+ 5.61% |
$206K - $226K
|
62.8K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.33KNew |
$206K - $226K
|
3.33K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 5.74% |
$205K - $226K
|
61.2K
$3.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$200K - $221K
|
3.25K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$5.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.15K+ 5.22% |
$194K - $213K
|
63.4K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 9.42% |
$194K - $213K
|
36.5K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.14K+ 1.67% |
$194K - $213K
|
191K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.13K+ 1.8% |
$193K - $212K
|
177K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 1.52% |
$193K - $212K
|
209K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.08K+ 3.62% |
$190K - $209K
|
88.3K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.07K+ 22.82% |
$190K - $209K
|
16.5K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.06KNew |
$189K - $207K
|
3.06K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 2.63% |
$188K - $207K
|
119K
$7.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.98K+ 3.88% |
$184K - $202K
|
79.8K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.95K+ 17.11% |
$182K - $200K
|
20.2K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.95K+ 3.42% |
$182K - $200K
|
89.3K
$5.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.93K+ 20.4% |
$180K - $199K
|
17.3K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.85K+ 27.34% |
$176K - $193K
|
13.3K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.85K+ 1.57% |
$176K - $193K
|
185K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 27.64% |
$173K - $191K
|
13K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.81K+ 6.01% |
$173K - $191K
|
49.6K
$3.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$173K - $191K
|
137K
$8.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.79K+ 0.22% |
$172K - $189K
|
1.29M
$83.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.78K+ 29.07% |
$171K - $189K
|
12.3K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 2.86% |
$171K - $189K
|
100K
$6.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.73K+ 70.96% |
$168K - $185K
|
6.57K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.72K+ 6.38% |
$168K - $184K
|
45.3K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.66K+ 2.62% |
$164K - $181K
|
104K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.66KNew |
$164K - $180K
|
2.66K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 3.62% |
$161K - $177K
|
74.8K
$4.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.61K+ 5.33% |
$161K - $177K
|
51.5K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$156K - $172K
|
87.5K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.52K+ 0.92% |
$155K - $171K
|
278K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.52K+ 10.01% |
$155K - $171K
|
27.7K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.52KNew |
$155K - $171K
|
2.52K
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1.09% |
$154K - $170K
|
233K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.47K+ 75.14% |
$152K - $168K
|
5.76K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.47K+ 13.1% |
$152K - $168K
|
21.3K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.46K+ 4.55% |
$152K - $167K
|
56.6K
$3.66M
|