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 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.14K+ 6.5% |
$440K - $485K
|
117K
$7.56M
|
|
|
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
|
|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.55K+ 76.17% |
$343K - $377K
|
12.8K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.53K+ 9.29% |
$341K - $375K
|
65K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.46K+ 0.36% |
$337K - $371K
|
1.53M
$99.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.46K+ 1.15% |
$337K - $371K
|
481K
$31.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.4K+ 14.01% |
$333K - $366K
|
43.9K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 25.17% |
$329K - $362K
|
26.5K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.27K+ 4.14% |
$325K - $358K
|
133K
$8.57M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.26K+ 83.9% |
$324K - $357K
|
11.5K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.25K+ 1.75% |
$324K - $356K
|
304K
$19.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.23K+ 25.49% |
$322K - $355K
|
25.7K
$1.66M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.17KNew |
$319K - $351K
|
5.17K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5.16K+ 1.96% |
$318K - $350K
|
269K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 36.0% |
$316K - $348K
|
19.4K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
5.02K+ 436.17% |
$309K - $340K
|
6.17K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.87K+ 5.78% |
$300K - $330K
|
89.1K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.84K+ 7.93% |
$299K - $329K
|
65.9K
$4.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.65K+ 13.22% |
$287K - $316K
|
39.8K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.62K+ 66.26% |
$285K - $314K
|
11.6K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.61K+ 47.14% |
$284K - $313K
|
14.4K
$930K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.56K+ 4.12% |
$281K - $309K
|
115K
$7.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.51K+ 4.34% |
$278K - $306K
|
109K
$7.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46K+ 11.12% |
$275K - $302K
|
44.5K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$273K - $301K
|
144K
$9.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.42K+ 5.16% |
$272K - $300K
|
90K
$5.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.41K+ 10.64% |
$272K - $300K
|
45.9K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.37K+ 58.83% |
$269K - $296K
|
11.8K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.32K+ 3.46% |
$267K - $293K
|
129K
$8.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.27K+ 0.92% |
$263K - $290K
|
466K
$30.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.21K+ 2.53% |
$260K - $286K
|
171K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.18KNew |
$258K - $284K
|
4.18K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.17K+ 4.65% |
$257K - $283K
|
93.7K
$6.06M
|