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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
70.7K+ 106.13% |
$4.03M - $20.1M
|
137K
$8.19M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
137K+ 342.29% |
$7.83M - $39.2M
|
178K
$10.6M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.78K+ 400.0% |
$272K - $1.36M
|
5.97K
$356K
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
145K+ 364.84% |
$8.25M - $41.3M
|
185K
$11M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
117New |
$6.67K - $33.3K
|
117
$6.98K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
379K+ 5590.54% |
$21.6M - $108M
|
386K
$23M
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18.3K+ 467.48% |
$1.04M - $5.22M
|
22.3K
$1.33M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.31M+ 764.68% |
$132M - $658M
|
2.61M
$156M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 408.62% |
$919K - $4.6M
|
20.1K
$1.2M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
16.2K+ 404.99% |
$926K - $4.63M
|
20.3K
$1.21M
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 397.29% |
$167K - $834K
|
3.67K
$219K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
6.62K+ 376.39% |
$377K - $1.89M
|
8.38K
$500K
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
57.9K+ 400.0% |
$3.3M - $16.5M
|
72.4K
$4.32M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.38K+ 453.59% |
$306K - $1.53M
|
6.56K
$392K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-430- 66.67% |
$24.5K - $123K
|
215
$12.8K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
747K+ 394.76% |
$42.5M - $213M
|
936K
$55.9M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
145K+ 403.85% |
$8.25M - $41.3M
|
181K
$10.8M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
25.4K+ 370.8% |
$1.45M - $7.24M
|
32.3K
$1.92M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
16.6K+ 396.3% |
$946K - $4.73M
|
20.8K
$1.24M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
171K+ 429.96% |
$9.75M - $48.8M
|
211K
$12.6M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.09K+ 400.0% |
$62K - $310K
|
1.36K
$81.2K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
255New |
$14.5K - $72.7K
|
255
$15.2K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 481.37% |
$904K - $4.52M
|
19.2K
$1.14M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.25M+ 395.18% |
$128M - $642M
|
2.82M
$168M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
435K+ 366.39% |
$24.8M - $124M
|
554K
$33.1M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.84K+ 389.43% |
$105K - $525K
|
2.32K
$138K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
615+ 372.73% |
$35K - $175K
|
780
$46.6K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
198K+ 330.1% |
$11.3M - $56.4M
|
258K
$15.4M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46.9K+ 396.1% |
$2.67M - $13.4M
|
58.8K
$3.51M
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.96K+ 250.41% |
$453K - $2.27M
|
11.1K
$665K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
740+ 400.0% |
$42.2K - $211K
|
925
$55.2K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 57.83% |
$673K - $3.37M
|
32.2K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.1K+ 383.48% |
$1.26M - $6.3M
|
27.9K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 254.9% |
$1.24M - $6.18M
|
30.2K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03M+ 423.32% |
$58.5M - $293M
|
1.27M
$75.8M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
17.1K+ 391.05% |
$974K - $4.87M
|
21.5K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
654K+ 387.36% |
$37.3M - $186M
|
823K
$49.1M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
447K+ 394.16% |
$25.5M - $127M
|
560K
$33.4M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
334K+ 443.18% |
$19M - $95.1M
|
409K
$24.4M
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
64.8KNew |
$3.69M - $18.5M
|
64.8K
$3.87M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
45.4K+ 393.48% |
$2.58M - $12.9M
|
56.9K
$3.39M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
972K+ 410.14% |
$55.4M - $277M
|
1.21M
$72.2M
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
22.2K+ 385.83% |
$1.26M - $6.32M
|
27.9K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.61K+ 400.0% |
$206K - $1.03M
|
4.52K
$269K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
273K+ 963.62% |
$15.6M - $77.8M
|
301K
$18M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.4K+ 427.39% |
$3.27M - $16.4M
|
70.9K
$4.23M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.43M+ 418.98% |
$538M - $2.69B
|
11.7M
$697M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50.5K+ 494.15% |
$2.88M - $14.4M
|
60.7K
$3.62M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
146K+ 361.43% |
$8.32M - $41.6M
|
186K
$11.1M
|