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
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.58K+ 4.94% |
$97.7K - $108K
|
33.7K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.56K+ 18.87% |
$96.4K - $106K
|
9.85K
$636K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.56K+ 6.26% |
$96K - $106K
|
26.4K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.55K+ 1.58% |
$95.7K - $105K
|
99.7K
$6.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.54K+ 14.81% |
$94.9K - $104K
|
11.9K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.53K+ 1.86% |
$94.6K - $104K
|
84.2K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$90.2K - $99.3K
|
1.46K
$94.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.46K+ 14.17% |
$89.8K - $98.8K
|
11.7K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 40.28% |
$89.8K - $98.8K
|
5.07K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.43K+ 3.74% |
$88K - $96.9K
|
39.6K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.4K+ 19.07% |
$86.1K - $94.7K
|
8.72K
$563K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.39K+ 3.82% |
$85.8K - $94.4K
|
37.8K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 4.6% |
$85.7K - $94.3K
|
31.6K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.38K+ 6.17% |
$85.1K - $93.6K
|
23.7K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 4.92% |
$84.7K - $93.3K
|
29.3K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.37K+ 9.04% |
$84.6K - $93.1K
|
16.6K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.36K+ 0.2% |
$84K - $92.4K
|
694K
$44.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.36K+ 30.09% |
$83.9K - $92.3K
|
5.88K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.35K+ 0.89% |
$83K - $91.3K
|
152K
$9.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.33K+ 2.16% |
$82.2K - $90.5K
|
63.1K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
1.33K+ 0.16% |
$82.2K - $90.4K
|
816K
$52.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.32K+ 10.03% |
$81.4K - $89.6K
|
14.5K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 52.67% |
$80.3K - $88.4K
|
3.77K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 8.08% |
$80.3K - $88.4K
|
17.4K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.28KNew |
$78.8K - $86.7K
|
1.28K
$82.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.26KNew |
$77.7K - $85.5K
|
1.26K
$81.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.26K+ 1.91% |
$77.7K - $85.4K
|
67.3K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.25K+ 1.47% |
$77.2K - $84.9K
|
86.3K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.24K+ 19.15% |
$76.7K - $84.4K
|
7.73K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.21K+ 0.81% |
$74.7K - $82.2K
|
150K
$9.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.2K+ 4.05% |
$74K - $81.4K
|
30.8K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.18K+ 8.07% |
$72.8K - $80.2K
|
15.8K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.16K+ 0.96% |
$71.2K - $78.4K
|
121K
$7.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.15K+ 0.58% |
$71K - $78.1K
|
201K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 13.31% |
$70.6K - $77.7K
|
9.75K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 2.31% |
$70K - $77K
|
50.2K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 13.05% |
$65.4K - $72K
|
9.19K
$594K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.04K+ 7.88% |
$64.4K - $70.9K
|
14.3K
$924K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.18% |
$64.4K - $70.9K
|
89.9K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.04K+ 2.43% |
$64.3K - $70.8K
|
43.9K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.04K+ 1.73% |
$64.3K - $70.8K
|
61.4K
$3.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.01K+ 14.03% |
$62.3K - $68.5K
|
8.21K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
991+ 1.61% |
$61.1K - $67.3K
|
62.4K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
975+ 3.45% |
$60.1K - $66.2K
|
29.2K
$1.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
965+ 1.26% |
$59.5K - $65.5K
|
77.8K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
963+ 6.04% |
$59.4K - $65.4K
|
16.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
952+ 17.97% |
$58.7K - $64.6K
|
6.25K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
951+ 7.03% |
$58.7K - $64.5K
|
14.5K
$936K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
936+ 2.8% |
$57.7K - $63.5K
|
34.3K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
924+ 1.41% |
$57K - $62.7K
|
66.6K
$4.3M
|