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 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
66+ 0.7% |
$3.78K - $4.34K
|
9.5K
$596K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.2K+ 21.45% |
$812K - $934K
|
80.4K
$5.05M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-131- 0.29% |
$7.49K - $8.62K
|
44.4K
$2.79M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.32K+ 1657.5% |
$190K - $218K
|
3.52K
$221K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-13.9K- 0.48% |
$798K - $918K
|
2.86M
$180M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.55K+ 0.29% |
$88.9K - $102K
|
538K
$33.8M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
681+ 6.32% |
$39K - $44.8K
|
11.5K
$719K
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.59K+ 4.38% |
$320K - $368K
|
133K
$8.36M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
538+ 152.84% |
$30.8K - $35.4K
|
890
$55.9K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.23K+ 4.14% |
$528K - $608K
|
232K
$14.6M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.7K- 0.98% |
$727K - $836K
|
1.28M
$80.6M
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16- 0.14% |
$915 - $1.05K
|
11.8K
$742K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.27K+ 0.85% |
$301K - $347K
|
626K
$39.3M
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.8K+ 1.5% |
$1.07M - $1.23M
|
1.27M
$79.6M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-626- 2.81% |
$35.8K - $41.2K
|
21.6K
$1.36M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5K+ 7.78% |
$771K - $887K
|
187K
$11.7M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
188+ 4.29% |
$10.8K - $12.4K
|
4.57K
$287K
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
141K+ 9.96% |
$8.06M - $9.27M
|
1.56M
$97.7M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-105K- 34.76% |
$5.99M - $6.89M
|
196K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.06K- 12.05% |
$347K - $399K
|
44.2K
$2.78M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.6K+ 11.07% |
$661K - $760K
|
116K
$7.27M
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-47- 0.21% |
$2.69K - $3.09K
|
22.8K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.37K- 3.45% |
$364K - $419K
|
178K
$11.2M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.91K+ 28.21% |
$109K - $125K
|
8.66K
$544K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16.8K+ 0.66% |
$963K - $1.11M
|
2.56M
$161M
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 67.62% |
$1.29M - $1.48M
|
55.8K
$3.5M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
351K+ 12.14% |
$20.1M - $23.1M
|
3.25M
$204M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
480+ 3.21% |
$27.5K - $31.6K
|
15.5K
$970K
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-936- 0.62% |
$53.5K - $61.6K
|
150K
$9.44M
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 37.88% |
$3.23M - $3.71M
|
92.5K
$5.81M
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
170K+ 270.53% |
$9.71M - $11.2M
|
232K
$14.6M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
8.3KNew |
$475K - $546K
|
8.3K
$521K
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-8.47K- 3.1% |
$484K - $557K
|
264K
$16.6M
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-87- 2.01% |
$4.98K - $5.72K
|
4.25K
$267K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.67K- 2.02% |
$382K - $439K
|
323K
$20.3M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-715- 1.42% |
$40.9K - $47K
|
49.8K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.95KClosed |
$512K - $589K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-15.2K- 42.41% |
$867K - $997K
|
20.6K
$1.29M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.35KNew |
$191K - $220K
|
3.35K
$210K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-5.08K- 14.44% |
$291K - $334K
|
30.1K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70KClosed |
$4.01M - $4.61M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.2K- 27.7% |
$1.61M - $1.85M
|
73.6K
$4.62M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-27.5K- 40.48% |
$1.57M - $1.81M
|
40.4K
$2.54M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.59K+ 3.25% |
$548K - $631K
|
304K
$19.1M
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.08K- 15.45% |
$62K - $71.3K
|
5.93K
$372K
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-751- 0.85% |
$43K - $49.4K
|
87.9K
$5.52M
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.31KNew |
$74.7K - $85.9K
|
1.31K
$82K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.1K+ 3.36% |
$406K - $467K
|
218K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
255+ 1.88% |
$14.6K - $16.8K
|
13.8K
$869K
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.19K+ 2.49% |
$182K - $210K
|
131K
$8.23M
|