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 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.6KNew |
$718K - $790K
|
11.6K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.4K+ 3.27% |
$704K - $774K
|
360K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
10.7KNew |
$662K - $729K
|
10.7K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
10.7K+ 5.82% |
$660K - $726K
|
195K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.7K+ 2.76% |
$660K - $726K
|
399K
$25.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.6K+ 2.63% |
$652K - $717K
|
412K
$26.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.4K+ 52.8% |
$638K - $703K
|
30K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 3.82% |
$630K - $693K
|
277K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.1KNew |
$624K - $687K
|
10.1K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10K+ 1.46% |
$619K - $681K
|
699K
$45.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.92K+ 107.74% |
$612K - $673K
|
19.1K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.92K+ 12.62% |
$612K - $673K
|
88.5K
$5.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.89K+ 1.5% |
$610K - $671K
|
671K
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.85K+ 11.26% |
$608K - $669K
|
97.3K
$6.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.82K+ 0.89% |
$606K - $667K
|
1.11M
$72M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.68KNew |
$597K - $657K
|
9.68K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.68K+ 4.78% |
$597K - $657K
|
212K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.59KNew |
$591K - $651K
|
9.59K
$620K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.58K+ 15.67% |
$591K - $650K
|
70.7K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.57K+ 2.12% |
$590K - $649K
|
461K
$29.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.47KNew |
$584K - $643K
|
9.47K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
9.37K+ 6.35% |
$578K - $636K
|
157K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
9.36K+ 2.74% |
$577K - $635K
|
350K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.08K+ 5.41% |
$560K - $616K
|
177K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.99K+ 17.71% |
$555K - $610K
|
59.8K
$3.86M
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
7.49KNew |
$462K - $508K
|
7.49K
$484K
|
|
|
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
|