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 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-4.79K- 16.3% |
$274K - $315K
|
24.6K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.1K+ 4.81% |
$62.9K - $72.4K
|
24K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.47KNew |
$198K - $228K
|
3.47K
$197K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.62KNew |
$207K - $238K
|
3.62K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-276- 3.68% |
$15.8K - $18.2K
|
7.23K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6K+ 183.46% |
$2.44M - $2.8M
|
65.8K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
13.5K+ 0.93% |
$771K - $886K
|
1.46M
$83M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-569- 0.36% |
$32.6K - $37.4K
|
158K
$8.96M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.87K+ 6.65% |
$107K - $123K
|
30K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29K- 4.18% |
$1.66M - $1.91M
|
665K
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.99K+ 15.58% |
$171K - $197K
|
22.2K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
43.6K+ 13.35% |
$2.5M - $2.87M
|
370K
$21.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.5K+ 6.24% |
$999K - $1.15M
|
298K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-330- 4.53% |
$18.9K - $21.7K
|
6.95K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13K- 1.88% |
$742K - $854K
|
679K
$38.6M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-103K- 26.01% |
$5.91M - $6.79M
|
294K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
25.1K+ 6.2% |
$1.43M - $1.65M
|
429K
$24.4M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.44K+ 267.14% |
$368K - $424K
|
8.85K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.97K- 3.98% |
$113K - $130K
|
47.6K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
230New |
$13.2K - $15.1K
|
230
$13.1K
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
127K+ 10.18% |
$7.27M - $8.36M
|
1.38M
$78.3M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.58K+ 6.41% |
$319K - $367K
|
92.6K
$5.27M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.28KNew |
$187K - $215K
|
3.28K
$186K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
521+ 11.13% |
$29.8K - $34.3K
|
5.2K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32+ 0.16% |
$1.83K - $2.11K
|
20.5K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.4K- 22.84% |
$764K - $879K
|
45.1K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
763+ 1.13% |
$43.7K - $50.2K
|
68.4K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-16- 0.13% |
$915 - $1.05K
|
12.4K
$708K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.0% |
$57.2 - $65.8
|
20.6K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.43K- 26.31% |
$253K - $291K
|
12.4K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 4.19% |
$168K - $194K
|
73.1K
$4.16M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59K- 11.01% |
$3.37M - $3.88M
|
477K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-486- 17.65% |
$27.8K - $32K
|
2.27K
$129K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.44K+ 3.43% |
$140K - $160K
|
73.5K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1+ 0.01% |
$57.2 - $65.8
|
10.7K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26.3K+ 2.78% |
$1.51M - $1.73M
|
972K
$55.3M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 3.69% |
$24.1K - $27.8K
|
11K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
200+ 0.68% |
$11.4K - $13.2K
|
29.4K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-8.55K- 5.8% |
$489K - $563K
|
139K
$7.91M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.13K- 12.16% |
$122K - $140K
|
15.4K
$877K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 13.52% |
$103K - $118K
|
15.1K
$857K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-73- 0.29% |
$4.18K - $4.8K
|
25.4K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 2.87% |
$66.1K - $76.1K
|
39.1K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.48K- 0.2% |
$313K - $360K
|
2.67M
$152M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
850+ 0.69% |
$48.6K - $55.9K
|
123K
$7.02M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
8.55K+ 15.28% |
$489K - $563K
|
64.5K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-24.5K- 7.14% |
$1.4M - $1.62M
|
319K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 21.52% |
$87.5K - $101K
|
8.64K
$492K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.3K+ 47.06% |
$132K - $151K
|
7.19K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
10.1K+ 5.02% |
$576K - $663K
|
211K
$12M
|