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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
7.26KNew |
$448K - $493K
|
7.26K
$432K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
21.8KNew |
$1.35M - $1.48M
|
21.8K
$1.3M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
851+ 2.91% |
$52.5K - $57.8K
|
30.1K
$1.79M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.73K- 1.03% |
$107K - $117K
|
167K
$9.94M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 7.86% |
$7.83M - $8.62M
|
1.74M
$104M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
11.1KNew |
$685K - $753K
|
11.1K
$661K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 0.81% |
$105K - $115K
|
211K
$12.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 2.93% |
$70.3K - $77.4K
|
37.7K
$2.25M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
30.1K+ 107.09% |
$1.86M - $2.04M
|
58.2K
$3.47M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
37.9KNew |
$2.34M - $2.58M
|
37.9K
$2.26M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
71+ 17.53% |
$4.38K - $4.82K
|
476
$28.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.64KNew |
$101K - $111K
|
1.64K
$97.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.32KNew |
$143K - $158K
|
2.32K
$138K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.88K- 21.55% |
$178K - $195K
|
10.5K
$624K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.63M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.2K+ 1.14% |
$74.2K - $81.6K
|
107K
$6.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-20Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$161K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6.13KNew |
$378K - $416K
|
6.13K
$365K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.7KNew |
$724K - $796K
|
11.7K
$699K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
15K+ 392.29% |
$922K - $1.01M
|
18.8K
$1.12M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 0.71% |
$5.43K - $5.97K
|
12.3K
$731K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-289K- 98.42% |
$17.8M - $19.6M
|
4.65K
$277K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
497+ 2.55% |
$30.7K - $33.7K
|
20K
$1.19M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
52.1KNew |
$3.22M - $3.54M
|
52.1K
$3.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-37.9K- 6.72% |
$2.34M - $2.58M
|
527K
$31.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.95K+ 35.38% |
$182K - $200K
|
11.3K
$672K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$733K - $806K
|
11.9K
$708K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.11K- 6.43% |
$377K - $415K
|
88.9K
$5.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
11.5KNew |
$710K - $781K
|
11.5K
$685K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-474- 4.57% |
$29.2K - $32.2K
|
9.91K
$590K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.25KNew |
$509K - $560K
|
8.25K
$491K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.9K+ 15.14% |
$1.29M - $1.42M
|
159K
$9.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
33.6KNew |
$2.07M - $2.28M
|
33.6K
$2M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
17.4K+ 8.66% |
$1.07M - $1.18M
|
218K
$13M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
152New |
$9.38K - $10.3K
|
152
$9.05K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.22K- 14.32% |
$75.2K - $82.8K
|
7.3K
$435K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.6K- 22.69% |
$345K - $380K
|
19.1K
$1.14M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
273K+ 2388.47% |
$16.8M - $18.5M
|
284K
$16.9M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.35K+ 6.11% |
$83.3K - $91.6K
|
23.5K
$1.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.08KNew |
$314K - $345K
|
5.08K
$303K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
145+ 0.05% |
$8.94K - $9.84K
|
313K
$18.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-625- 2.57% |
$38.6K - $42.4K
|
23.7K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.68K+ 5.2% |
$227K - $250K
|
74.4K
$4.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.66K+ 2.48% |
$349K - $384K
|
233K
$13.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
108K+ 5.55% |
$6.64M - $7.31M
|
2.05M
$122M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 0.85% |
$3.58K - $3.94K
|
6.92K
$412K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 2.04% |
$76.8K - $84.5K
|
59.8K
$3.56M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
18.8KNew |
$1.16M - $1.28M
|
18.8K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.63KNew |
$470K - $518K
|
7.63K
$454K
|