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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48K+ 4.4% |
$142K - $163K
|
58.8K
$3.35M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.66K+ 20.59% |
$266K - $306K
|
27.3K
$1.55M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-437- 1.78% |
$25K - $28.8K
|
24.1K
$1.37M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
383+ 2.03% |
$21.9K - $25.2K
|
19.2K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 13.14% |
$63.1K - $72.6K
|
9.5K
$540K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 4.56% |
$119K - $137K
|
47.7K
$2.71M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$229 - $263
|
11K
$627K
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-120K- 13.77% |
$6.89M - $7.93M
|
754K
$42.9M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36+ 0.16% |
$2.06K - $2.37K
|
22.7K
$1.29M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
154+ 0.22% |
$8.81K - $10.1K
|
71.5K
$4.07M
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
4.24K+ 10.18% |
$243K - $279K
|
45.9K
$2.61M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.2K+ 27.45% |
$585K - $672K
|
47.4K
$2.7M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
37+ 0.76% |
$2.12K - $2.43K
|
4.9K
$279K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
18.2K+ 5.74% |
$1.04M - $1.2M
|
336K
$19.1M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.02K+ 29.38% |
$115K - $133K
|
8.87K
$505K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
22.3K+ 25.03% |
$1.28M - $1.47M
|
112K
$6.35M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
56+ 41.48% |
$3.2K - $3.68K
|
191
$10.9K
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-730- 15.38% |
$41.8K - $48K
|
4.02K
$228K
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
5.52K+ 1.76% |
$316K - $363K
|
318K
$18.1M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 3.44% |
$1.22M - $1.4M
|
642K
$36.6M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 0.32% |
$6.92K - $7.96K
|
38.2K
$2.17M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.13K+ 12.6% |
$122K - $140K
|
19.1K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.7K+ 3.8% |
$5.59M - $6.43M
|
2.67M
$152M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
74.1K+ 23.52% |
$4.24M - $4.88M
|
389K
$22.1M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.98K+ 12.52% |
$342K - $393K
|
53.7K
$3.06M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
938+ 14.23% |
$53.7K - $61.7K
|
7.53K
$429K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-408- 1.53% |
$23.3K - $26.8K
|
26.2K
$1.49M
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-4.56K- 12.03% |
$261K - $300K
|
33.4K
$1.9M
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
302+ 1.74% |
$17.3K - $19.9K
|
17.6K
$1M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 0.14% |
$801 - $921
|
10.2K
$580K
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.01K+ 1.6% |
$229K - $264K
|
254K
$14.5M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.38K- 4.82% |
$422K - $485K
|
146K
$8.28M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12.2KNew |
$698K - $802K
|
12.2K
$694K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.23K- 25.16% |
$528K - $607K
|
27.5K
$1.56M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.13K- 10.37% |
$465K - $535K
|
70.2K
$4M
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
15.7K+ 4.52% |
$897K - $1.03M
|
362K
$20.6M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.27% |
$572 - $658
|
3.74K
$213K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
362K+ 102.37% |
$20.7M - $23.8M
|
715K
$40.7M
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-199- 1.64% |
$11.4K - $13.1K
|
11.9K
$678K
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
297KNew |
$17M - $19.5M
|
297K
$16.9M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
6.31K
$359K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
17.3K+ 6.85% |
$991K - $1.14M
|
270K
$15.4M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 0.13% |
$2.35K - $2.7K
|
30.6K
$1.74M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.65K- 9.56% |
$94.4K - $109K
|
15.6K
$889K
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.72K+ 6.36% |
$156K - $179K
|
45.5K
$2.59M
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-75- 0.76% |
$4.29K - $4.94K
|
9.85K
$561K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.31K- 5.54% |
$418K - $481K
|
125K
$7.1M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.46K+ 3.0% |
$83.4K - $95.9K
|
50.1K
$2.85M
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-137- 0.77% |
$7.84K - $9.01K
|
17.6K
$1M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-84.3K- 7.71% |
$4.82M - $5.54M
|
1.01M
$57.4M
|