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
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.86K+ 2.34% |
$221K - $254K
|
169K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
32.7K+ 1.75% |
$1.87M - $2.15M
|
1.9M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.6K+ 4.48% |
$604K - $695K
|
246K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
534+ 8.55% |
$30.6K - $35.1K
|
6.78K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.7K- 1.79% |
$326K - $375K
|
312K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$57.2 - $65.8
|
8.71K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
573K+ 34.71% |
$32.8M - $37.7M
|
2.22M
$140M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121+ 0.75% |
$6.92K - $7.96K
|
16.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.47K- 5.73% |
$142K - $163K
|
40.7K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-406- 0.31% |
$23.2K - $26.7K
|
133K
$8.32M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.67K+ 8.44% |
$95.3K - $110K
|
21.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-12K- 11.99% |
$688K - $791K
|
88.2K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-90- 2.48% |
$5.15K - $5.92K
|
3.54K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-4.54K- 4.99% |
$260K - $299K
|
86.5K
$5.43M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
72.5K+ 24.76% |
$4.14M - $4.77M
|
365K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-391- 1.54% |
$22.4K - $25.7K
|
25K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-59- 0.57% |
$3.38K - $3.88K
|
10.2K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.71K- 4.6% |
$155K - $178K
|
56.2K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.9K+ 2.37% |
$1.31M - $1.5M
|
986K
$61.9M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
57.8K+ 30.89% |
$3.3M - $3.8M
|
245K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.5K- 14.96% |
$828K - $952K
|
82.2K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-116- 2.79% |
$6.64K - $7.63K
|
4.05K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$57.2 - $65.8
|
45.3K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5K+ 2.72% |
$889K - $1.02M
|
586K
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.9K+ 3.49% |
$1.31M - $1.51M
|
679K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.29K+ 22.12% |
$360K - $414K
|
34.7K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
30.9KNew |
$1.77M - $2.03M
|
30.9K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.6K- 2.02% |
$723K - $832K
|
614K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
9.24K+ 123.59% |
$529K - $608K
|
16.7K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.2K+ 0.19% |
$698K - $802K
|
6.35M
$398M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
106K+ 73.56% |
$6.09M - $7M
|
251K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
6.22K+ 2.66% |
$356K - $409K
|
240K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29.9K+ 36.62% |
$1.71M - $1.97M
|
112K
$7M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
750+ 7.93% |
$42.9K - $49.4K
|
10.2K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23K+ 0.71% |
$1.32M - $1.52M
|
3.27M
$205M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
130+ 1.12% |
$7.44K - $8.55K
|
11.8K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
31.8K+ 66.13% |
$1.82M - $2.09M
|
80K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 8.54% |
$187K - $215K
|
35K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
7.77K+ 5.32% |
$445K - $511K
|
154K
$9.67M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-73- 0.7% |
$4.18K - $4.8K
|
10.3K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.71K+ 11.57% |
$269K - $310K
|
45.4K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.87K+ 47.76% |
$450K - $518K
|
24.3K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.7K- 3.14% |
$212K - $244K
|
114K
$7.18M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.86K- 1.98% |
$450K - $517K
|
389K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.48K- 1.61% |
$84.9K - $97.6K
|
90.8K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
78.6K+ 8.24% |
$4.5M - $5.17M
|
1.03M
$64.8M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.11K+ 2.01% |
$121K - $139K
|
107K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.66K- 16.73% |
$94.7K - $109K
|
8.24K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$129K - $148K
|
2.25K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-26.3K- 13.5% |
$1.5M - $1.73M
|
168K
$10.6M
|