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 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
292+ 1.5% |
$16.7K - $19.2K
|
19.8K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$225K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.45K- 15.87% |
$83.1K - $95.5K
|
7.7K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 1.61% |
$99K - $114K
|
109K
$6.23M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 3.0% |
$116K - $133K
|
65.3K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.36K+ 1.43% |
$192K - $221K
|
238K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.83K- 13.67% |
$505K - $581K
|
55.7K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-126- 0.75% |
$7.21K - $8.29K
|
16.8K
$954K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.41K+ 3.31% |
$424K - $487K
|
231K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 0.88% |
$89.8K - $103K
|
180K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
871KNew |
$49.8M - $57.3M
|
871K
$49.6M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
41.7K+ 6.53% |
$2.39M - $2.75M
|
681K
$38.7M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
93+ 0.02% |
$5.32K - $6.12K
|
542K
$30.9M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.61K- 6.85% |
$149K - $172K
|
35.4K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.45K+ 4.69% |
$82.9K - $95.3K
|
32.3K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-695- 7.93% |
$39.8K - $45.7K
|
8.07K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.22K- 1.83% |
$69.7K - $80.1K
|
65.4K
$3.72M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-578- 1.28% |
$33.1K - $38K
|
44.4K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.14K+ 8.01% |
$123K - $141K
|
28.9K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
8.45K+ 4.87% |
$483K - $556K
|
182K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
788+ 0.6% |
$45.1K - $51.9K
|
131K
$7.48M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.42K+ 0.19% |
$253K - $291K
|
2.28M
$130M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-118- 2.6% |
$6.75K - $7.76K
|
4.42K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.63K- 5.95% |
$494K - $568K
|
136K
$7.76M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
164+ 1.13% |
$9.38K - $10.8K
|
14.7K
$835K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
22.3K+ 5.41% |
$1.28M - $1.47M
|
435K
$24.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-794- 14.15% |
$45.4K - $52.2K
|
4.82K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-920- 3.8% |
$52.6K - $60.5K
|
23.3K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
191+ 3.58% |
$10.9K - $12.6K
|
5.52K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
130+ 0.07% |
$7.44K - $8.55K
|
190K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.72KNew |
$384K - $442K
|
6.72K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 38.76% |
$127K - $146K
|
7.96K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-100- 1.1% |
$5.72K - $6.58K
|
8.96K
$510K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.07K+ 17.18% |
$61.3K - $70.5K
|
7.3K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 1.28% |
$162K - $187K
|
224K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.28K+ 4.01% |
$131K - $150K
|
59.2K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$57.2 - $65.8
|
15.2K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-72.3K- 72.72% |
$4.14M - $4.76M
|
27.1K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
134+ 8.42% |
$7.67K - $8.82K
|
1.73K
$98.2K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
299+ 0.3% |
$17.1K - $19.7K
|
99.2K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
469+ 0.69% |
$26.8K - $30.9K
|
68.8K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.29K- 4.34% |
$245K - $282K
|
94.4K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-646- 52.99% |
$37K - $42.5K
|
573
$32.6K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.42K+ 1.37% |
$139K - $159K
|
179K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.18K- 1.67% |
$67.7K - $77.8K
|
69.6K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
9.05K+ 47.53% |
$518K - $595K
|
28.1K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
145+ 0.52% |
$8.3K - $9.54K
|
27.8K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-714- 2.62% |
$40.8K - $47K
|
26.5K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 1.58% |
$198K - $228K
|
215K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.21% |
$458 - $526
|
3.89K
$221K
|