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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.93M+ 8217.15% |
$366M - $402M
|
6M
$388M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.9M+ 25.53% |
$117M - $129M
|
9.34M
$604M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.55MNew |
$95.5M - $105M
|
1.55M
$100M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
714K+ 1543.75% |
$44.1M - $48.5M
|
761K
$49.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
691KNew |
$42.6M - $46.9M
|
691K
$44.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
492K+ 6.48% |
$30.4M - $33.4M
|
8.09M
$523M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
434K+ 2457.35% |
$26.8M - $29.5M
|
452K
$29.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
426KNew |
$26.3M - $28.9M
|
426K
$27.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
357K+ 6398.22% |
$22M - $24.2M
|
362K
$23.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
315KNew |
$19.4M - $21.4M
|
315K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
301K+ 1485.93% |
$18.6M - $20.4M
|
321K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
285KNew |
$17.6M - $19.3M
|
285K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
283K+ 9.9% |
$17.4M - $19.2M
|
3.14M
$203M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
238KNew |
$14.7M - $16.2M
|
238K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
237K+ 48.08% |
$14.6M - $16.1M
|
731K
$47.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
223KNew |
$13.8M - $15.1M
|
223K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
213K+ 330.16% |
$13.1M - $14.5M
|
278K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
201K+ 107.37% |
$12.4M - $13.6M
|
387K
$25M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
187K+ 27.26% |
$11.6M - $12.7M
|
875K
$56.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
139KNew |
$8.59M - $9.45M
|
139K
$9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
138KNew |
$8.54M - $9.39M
|
138K
$8.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
137K+ 500.79% |
$8.46M - $9.3M
|
164K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
129KNew |
$7.93M - $8.73M
|
129K
$8.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
125K+ 345.4% |
$7.71M - $8.48M
|
161K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
124KNew |
$7.65M - $8.41M
|
124K
$8.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
112K+ 906.04% |
$6.93M - $7.62M
|
125K
$8.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
111K+ 5.56% |
$6.82M - $7.51M
|
2.1M
$136M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108K+ 17.3% |
$6.68M - $7.36M
|
735K
$47.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103K+ 41.84% |
$6.36M - $7M
|
350K
$22.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
102KNew |
$6.27M - $6.89M
|
102K
$6.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
96.6K+ 14.7% |
$5.96M - $6.56M
|
754K
$48.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
96.3K+ 39.77% |
$5.94M - $6.53M
|
338K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
94.9KNew |
$5.85M - $6.44M
|
94.9K
$6.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
92KNew |
$5.67M - $6.24M
|
92K
$5.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
87.4K+ 10.98% |
$5.39M - $5.93M
|
884K
$57.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
86.8K+ 36.49% |
$5.35M - $5.89M
|
325K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$5.34M - $5.88M
|
86.6K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
86.2KNew |
$5.32M - $5.85M
|
86.2K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
85.3KNew |
$5.26M - $5.79M
|
85.3K
$5.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
83.4KNew |
$5.15M - $5.66M
|
83.4K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.6K+ 16.98% |
$5.03M - $5.54M
|
562K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
79K+ 7.42% |
$4.87M - $5.36M
|
1.14M
$74M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.6KNew |
$4.79M - $5.27M
|
77.6K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
73.2KNew |
$4.52M - $4.97M
|
73.2K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
72.9K+ 394.11% |
$4.49M - $4.94M
|
91.3K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
70.7KNew |
$4.36M - $4.8M
|
70.7K
$4.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
70.6K+ 6.17% |
$4.36M - $4.79M
|
1.22M
$78.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
68K+ 62.42% |
$4.19M - $4.62M
|
177K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
67.6KNew |
$4.17M - $4.59M
|
67.6K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
66.7K+ 27.05% |
$4.11M - $4.53M
|
313K
$20.3M
|