Latest Institutional Transactions on Ishares Core S&P Mid Cap ETF (IJH)
This table provides information on the latest institutional transactions involving Ishares Core S&P Mid Cap ETF (IJH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.68K+ 5.2% |
$227K - $250K
|
74.4K
$4.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.66K+ 2.48% |
$349K - $384K
|
233K
$14.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
108K+ 5.55% |
$6.64M - $7.31M
|
2.05M
$131M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 0.85% |
$3.58K - $3.94K
|
6.92K
$442K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 2.04% |
$76.8K - $84.5K
|
59.8K
$3.82M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
18.8KNew |
$1.16M - $1.28M
|
18.8K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.63KNew |
$470K - $518K
|
7.63K
$487K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
399+ 2.64% |
$24.6K - $27.1K
|
15.5K
$990K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
365+ 0.34% |
$22.5K - $24.8K
|
108K
$6.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.4% |
$72.3K - $79.5K
|
290K
$18.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.45KNew |
$521K - $573K
|
8.45K
$540K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.04K+ 17.09% |
$249K - $274K
|
27.7K
$1.77M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-260K- 25.79% |
$16M - $17.6M
|
748K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
36.8K+ 14.72% |
$2.27M - $2.49M
|
286K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.94% |
$76.1K - $83.8K
|
43.2K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.15K+ 15.97% |
$70.8K - $77.9K
|
8.34K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
80+ 8.65% |
$4.93K - $5.43K
|
1.01K
$64.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
289+ 5.42% |
$17.8K - $19.6K
|
5.63K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
113K+ 19.06% |
$6.95M - $7.64M
|
703K
$44.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.2K- 34.84% |
$1.49M - $1.64M
|
45.2K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
977K+ 40.49% |
$60.3M - $66.3M
|
3.39M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.1K+ 4.67% |
$2.91M - $3.2M
|
1.06M
$67.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
450+ 0.07% |
$27.8K - $30.5K
|
612K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
611+ 0.51% |
$37.7K - $41.5K
|
122K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.5K- 3.78% |
$1.88M - $2.07M
|
776K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-450- 3.36% |
$27.8K - $30.5K
|
12.9K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.42K- 38.78% |
$211K - $232K
|
5.4K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.41% |
$1.73K - $1.9K
|
6.83K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 26.83% |
$1.94M - $2.13M
|
85.7K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-17.1K- 57.38% |
$1.05M - $1.16M
|
12.7K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
613K+ 19.95% |
$37.8M - $41.6M
|
3.68M
$235M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.68K- 8.45% |
$597K - $657K
|
105K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-138K- 9.74% |
$8.5M - $9.36M
|
1.28M
$81.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.18% |
$1.3K - $1.43K
|
11.8K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
95.4K+ 14.17% |
$5.89M - $6.48M
|
769K
$49.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
3.38K+ 1534.55% |
$208K - $229K
|
3.6K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-476- 0.19% |
$29.4K - $32.3K
|
252K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.58K+ 17.06% |
$97.5K - $107K
|
10.8K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
18.4K+ 193.96% |
$1.14M - $1.25M
|
28K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
261K+ 172.53% |
$16.1M - $17.7M
|
413K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.74K+ 2.83% |
$293K - $322K
|
172K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.28K+ 5.61% |
$141K - $155K
|
42.9K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.62K+ 5.99% |
$285K - $313K
|
81.7K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.36K+ 8.17% |
$146K - $160K
|
31.3K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.05K- 8.84% |
$64.8K - $71.3K
|
10.8K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.7KNew |
$1.46M - $1.61M
|
23.7K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
28.4KNew |
$1.75M - $1.93M
|
28.4K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.1K+ 21.23% |
$1.43M - $1.57M
|
132K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.66M+ 4.09% |
$164M - $181M
|
67.8M
$4.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1K+ 13.8% |
$61.7K - $67.9K
|
8.25K
$527K
|