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 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38.2K+ 6.7% |
$2.36M - $2.6M
|
609K
$39M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38.1K+ 7.08% |
$2.35M - $2.58M
|
576K
$36.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
36.9KNew |
$2.27M - $2.5M
|
36.9K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
34.9K+ 25.1% |
$2.15M - $2.37M
|
174K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
34.8K+ 14.12% |
$2.15M - $2.36M
|
281K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$2.13M - $2.35M
|
34.6K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
34.3K+ 54.75% |
$2.12M - $2.33M
|
97.1K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
34.1KNew |
$2.1M - $2.31M
|
34.1K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
32.7K+ 34.4% |
$2.02M - $2.22M
|
128K
$8.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 2.05% |
$2M - $2.21M
|
1.62M
$103M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31.5K+ 176.36% |
$1.95M - $2.14M
|
49.4K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
30.8K+ 2.72% |
$1.9M - $2.09M
|
1.16M
$74.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.6K+ 39.49% |
$1.7M - $1.87M
|
97.4K
$6.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.4K+ 29.08% |
$1.69M - $1.86M
|
121K
$7.78M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
26.9K+ 1.87% |
$1.66M - $1.83M
|
1.47M
$94.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.6K+ 14.61% |
$1.64M - $1.8M
|
208K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 70.57% |
$1.63M - $1.8M
|
64K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.4K+ 5.92% |
$1.63M - $1.79M
|
472K
$30.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.6K+ 4.39% |
$1.58M - $1.73M
|
608K
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24.8K+ 17.75% |
$1.53M - $1.68M
|
164K
$10.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.2K+ 16.4% |
$1.5M - $1.65M
|
172K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
24.2K+ 12.72% |
$1.49M - $1.64M
|
214K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
24.1KNew |
$1.49M - $1.63M
|
24.1K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
23.6K+ 5888.03% |
$1.46M - $1.6M
|
24K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
23.5KNew |
$1.45M - $1.59M
|
23.5K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.2KNew |
$1.43M - $1.58M
|
23.2K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23K+ 4.35% |
$1.42M - $1.56M
|
553K
$35.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
22.9K+ 7.17% |
$1.41M - $1.56M
|
343K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.6K+ 15.74% |
$1.4M - $1.54M
|
167K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
22.6KNew |
$1.39M - $1.53M
|
22.6K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22.6KNew |
$1.39M - $1.53M
|
22.6K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
22.5K+ 1.65% |
$1.39M - $1.53M
|
1.38M
$88.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
22.2K+ 1.76% |
$1.37M - $1.5M
|
1.28M
$82M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 17.92% |
$1.36M - $1.5M
|
145K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.1K+ 3.34% |
$1.36M - $1.5M
|
683K
$43.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 7.26% |
$1.34M - $1.47M
|
320K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
21.7K+ 53.28% |
$1.34M - $1.47M
|
62.4K
$3.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21K+ 29.22% |
$1.3M - $1.43M
|
92.9K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.9K+ 45.56% |
$1.29M - $1.42M
|
66.9K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.8K+ 3.06% |
$1.28M - $1.41M
|
701K
$44.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20.3K+ 137.8% |
$1.25M - $1.38M
|
35.1K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.3KNew |
$1.25M - $1.38M
|
20.3K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20K+ 6.65% |
$1.23M - $1.35M
|
320K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19.3KNew |
$1.19M - $1.31M
|
19.3K
$1.24M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
19.3K+ 14.88% |
$1.19M - $1.31M
|
149K
$9.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.2K+ 2.65% |
$1.19M - $1.3M
|
745K
$47.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.18M - $1.3M
|
19.2K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.1KNew |
$1.18M - $1.3M
|
19.1K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.3K+ 441.61% |
$1.13M - $1.24M
|
22.5K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.3KNew |
$1.13M - $1.24M
|
18.3K
$1.17M
|