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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04M- 2.02% |
$59.3M - $68.3M
|
50.2M
$3.15B
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.21K- 1.23% |
$527K - $606K
|
738K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-259- 1.16% |
$14.8K - $17K
|
22.1K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
775K+ 262.18% |
$44.3M - $51M
|
1.07M
$67.2M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.56K- 8.81% |
$261K - $300K
|
47.2K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-39K- 6.36% |
$2.23M - $2.56M
|
574K
$36M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36.7K- 4.77% |
$2.1M - $2.41M
|
733K
$46M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 4.9% |
$875K - $1.01M
|
297K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.33K- 0.35% |
$419K - $482K
|
2.07M
$130M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.14K- 27.14% |
$65K - $74.7K
|
3.05K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
52+ 9.37% |
$2.97K - $3.42K
|
607
$38.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
129+ 1.12% |
$7.38K - $8.49K
|
11.6K
$729K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.53K+ 8.03% |
$374K - $430K
|
87.9K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.7K+ 6.16% |
$326K - $375K
|
98.3K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.8K- 1.92% |
$1.3M - $1.5M
|
1.16M
$73.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 15.03% |
$325K - $374K
|
32.1K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.69K+ 0.39% |
$96.9K - $111K
|
438K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.29KNew |
$245K - $282K
|
4.29K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-8.32K- 19.79% |
$476K - $548K
|
33.7K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.51K+ 6.13% |
$86.5K - $99.5K
|
26.2K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.1K- 18.66% |
$2.75M - $3.17M
|
210K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-12.9K- 16.32% |
$739K - $849K
|
66.2K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 2.5% |
$760K - $874K
|
519K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.55K+ 3.59% |
$146K - $168K
|
73.8K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
240+ 0.74% |
$13.7K - $15.8K
|
32.6K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-31.5K- 13.42% |
$1.8M - $2.07M
|
203K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.1K+ 3.2% |
$2.93M - $3.36M
|
1.65M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
29+ 0.36% |
$1.66K - $1.91K
|
7.99K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14.8K+ 26.08% |
$845K - $971K
|
71.4K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
378+ 0.7% |
$21.6K - $24.9K
|
54.6K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.53K+ 17.29% |
$144K - $166K
|
17.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.3K- 0.88% |
$645K - $742K
|
1.27M
$80M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.01% |
$2.12K - $2.43K
|
512K
$32.1M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.8K- 47.74% |
$845K - $972K
|
16.2K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-292- 0.11% |
$16.7K - $19.2K
|
277K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
941+ 45.24% |
$53.8K - $61.9K
|
3.02K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-259- 1.62% |
$14.8K - $17K
|
15.7K
$988K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.97K- 6.09% |
$284K - $327K
|
76.7K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
767K+ 20.82% |
$43.9M - $50.5M
|
4.45M
$280M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.22K+ 3.43% |
$184K - $212K
|
97.2K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.44K+ 13.34% |
$197K - $226K
|
29.2K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
70+ 0.57% |
$4K - $4.61K
|
12.4K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2M+ 5.61% |
$114M - $132M
|
37.6M
$2.36B
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
327+ 4.96% |
$18.7K - $21.5K
|
6.92K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 10.61% |
$649K - $746K
|
118K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.01K+ 19.89% |
$115K - $132K
|
12.1K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-53.7K- 33.33% |
$3.07M - $3.53M
|
107K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-633K- 2.67% |
$36.2M - $41.7M
|
23.1M
$1.45B
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-786- 5.05% |
$45K - $51.7K
|
14.8K
$929K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-15- 1.35% |
$858 - $987
|
1.09K
$68.6K
|