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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.58K+ 6.01% |
$320K - $350K
|
98.4K
$6.16M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
456+ 0.41% |
$26.1K - $28.6K
|
112K
$7.01M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
135K+ 20.4% |
$7.73M - $8.45M
|
796K
$49.8M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.27KNew |
$188K - $205K
|
3.27K
$205K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
774+ 6.17% |
$44.4K - $48.5K
|
13.3K
$834K
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.93K- 46.46% |
$283K - $309K
|
5.68K
$356K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
169+ 8.49% |
$9.69K - $10.6K
|
2.16K
$135K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.38% |
$459 - $501
|
2.12K
$133K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
3.57K+ 10.51% |
$205K - $224K
|
37.6K
$2.35M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12K- 5.44% |
$689K - $753K
|
209K
$13.1M
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
103+ 0.38% |
$5.9K - $6.45K
|
27.1K
$1.7M
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
505+ 4.6% |
$28.9K - $31.6K
|
11.5K
$719K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-11.7K- 11.08% |
$673K - $736K
|
94.3K
$5.9M
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
556+ 1.77% |
$31.9K - $34.8K
|
32K
$2M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-200- 0.6% |
$11.5K - $12.5K
|
32.9K
$2.06M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.76KNew |
$273K - $298K
|
4.76K
$298K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5K+ 0.18% |
$718K - $785K
|
7.07M
$443M
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
243KNew |
$13.9M - $15.2M
|
243K
$15.2M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
36.5KNew |
$2.09M - $2.29M
|
36.5K
$2.28M
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.88KNew |
$222K - $243K
|
3.88K
$243K
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
146+ 2.18% |
$8.37K - $9.15K
|
6.83K
$428K
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-285- 4.36% |
$16.3K - $17.9K
|
6.25K
$391K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
237K+ 6.06% |
$13.6M - $14.8M
|
4.14M
$259M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
50+ 1.32% |
$2.87K - $3.13K
|
3.84K
$240K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 0.44% |
$36.9K - $40.3K
|
148K
$9.28M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20.5K+ 7.31% |
$1.17M - $1.28M
|
300K
$18.8M
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
270+ 2.31% |
$15.5K - $16.9K
|
11.9K
$748K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-9.86K- 1.3% |
$565K - $618K
|
750K
$46.9M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.25K+ 0.9% |
$186K - $203K
|
363K
$22.7M
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-11.9K- 5.42% |
$685K - $749K
|
208K
$13.1M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
520+ 2.12% |
$29.8K - $32.6K
|
25.1K
$1.57M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.26K- 9.38% |
$244K - $267K
|
41.1K
$2.57M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7K+ 3.13% |
$672K - $735K
|
387K
$24.2M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 1.9% |
$3.96K - $4.32K
|
3.56K
$223K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.6KNew |
$837K - $915K
|
14.6K
$914K
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
26+ 0.27% |
$1.49K - $1.63K
|
9.73K
$609K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.7K
$732K
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
331+ 0.6% |
$19K - $20.7K
|
55.5K
$3.47M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.12K+ 1.11% |
$236K - $258K
|
375K
$23.5M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19.5K- 3.87% |
$1.12M - $1.22M
|
485K
$30.4M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$12.7K - $13.9K
|
222
$13.9K
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
26.4KNew |
$1.51M - $1.65M
|
26.4K
$1.65M
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-875- 5.46% |
$50.2K - $54.8K
|
15.1K
$948K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-99.5K- 25.77% |
$5.7M - $6.23M
|
286K
$17.9M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.86K+ 7.66% |
$107K - $116K
|
26.1K
$1.63M
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
125+ 0.87% |
$7.17K - $7.83K
|
14.5K
$908K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-867- 2.16% |
$49.7K - $54.3K
|
39.3K
$2.46M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-41.7K- 2.61% |
$2.39M - $2.61M
|
1.55M
$97.3M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-213- 3.33% |
$12.2K - $13.3K
|
6.18K
$387K
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
983+ 2.17% |
$56.3K - $61.6K
|
46.3K
$2.9M
|