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 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10K- 0.88% |
$573K - $659K
|
1.13M
$64.5M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.5K+ 70.55% |
$772K - $887K
|
32.6K
$1.86M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.09% |
$229 - $263
|
4.56K
$260K
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
24.9K+ 14.31% |
$1.42M - $1.64M
|
199K
$11.3M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
195+ 2.39% |
$11.2K - $12.8K
|
8.35K
$475K
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
220+ 4.4% |
$12.6K - $14.5K
|
5.22K
$297K
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.48K- 9.05% |
$142K - $163K
|
24.9K
$1.42M
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
94+ 0.28% |
$5.38K - $6.19K
|
34.1K
$1.94M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-625- 10.5% |
$35.8K - $41.1K
|
5.33K
$303K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3- 0.35% |
$172 - $197
|
855
$48.7K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 0.38% |
$458 - $526
|
2.1K
$119K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.1K- 2.7% |
$62.7K - $72.1K
|
39.5K
$2.25M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.3K+ 57.73% |
$246K - $283K
|
11.7K
$668K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.52KNew |
$202K - $232K
|
3.52K
$200K
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25K- 42.66% |
$1.43M - $1.64M
|
33.6K
$1.91M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208+ 6.42% |
$11.9K - $13.7K
|
3.45K
$196K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.07K+ 233.77% |
$61.4K - $70.6K
|
1.53K
$87.2K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
37.7K+ 6.03% |
$2.16M - $2.48M
|
662K
$37.7M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.93K- 7.85% |
$282K - $324K
|
57.9K
$3.29M
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
82.7K+ 8.57% |
$4.73M - $5.44M
|
1.05M
$59.6M
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-66.6K- 2.89% |
$3.81M - $4.38M
|
2.24M
$127M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-123- 2.76% |
$7.04K - $8.09K
|
4.33K
$247K
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10K- 4.59% |
$572K - $658K
|
208K
$11.8M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48.4K+ 2.61% |
$2.77M - $3.18M
|
1.9M
$108M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-300- 1.79% |
$17.2K - $19.7K
|
16.5K
$938K
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-6.5K- 54.17% |
$372K - $428K
|
5.5K
$313K
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.23% |
$973 - $1.12K
|
7.28K
$414K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
354+ 25.11% |
$20.3K - $23.3K
|
1.76K
$100K
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-60- 0.27% |
$3.43K - $3.95K
|
21.8K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
130+ 1.05% |
$7.44K - $8.55K
|
12.5K
$713K
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-3.99K- 3.46% |
$228K - $262K
|
111K
$6.34M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
51.6K+ 5.4% |
$2.95M - $3.4M
|
1.01M
$57.3M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.16KNew |
$123K - $142K
|
2.16K
$123K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.13KNew |
$122K - $140K
|
2.13K
$121K
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.27K+ 7.13% |
$130K - $149K
|
34.1K
$1.94M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
299+ 46.36% |
$17.1K - $19.7K
|
944
$53.7K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
520+ 8.91% |
$29.7K - $34.2K
|
6.36K
$362K
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-97.2K- 69.4% |
$5.56M - $6.4M
|
42.9K
$2.44M
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-491- 5.06% |
$28.1K - $32.3K
|
9.22K
$525K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.73KNew |
$328K - $377K
|
5.73K
$326K
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
5KNew |
$286K - $329K
|
5K
$284K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.01K+ 14.36% |
$458K - $527K
|
63.8K
$3.63M
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37K+ 16.25% |
$2.12M - $2.43M
|
265K
$15.1M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-480- 4.28% |
$27.5K - $31.6K
|
10.7K
$610K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.6K- 11.79% |
$549K - $632K
|
71.8K
$4.09M
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-494- 2.69% |
$28.3K - $32.5K
|
17.9K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
663+ 9.02% |
$37.9K - $43.6K
|
8.01K
$456K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-213- 0.24% |
$12.2K - $14K
|
90.2K
$5.13M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.55K- 21.5% |
$203K - $233K
|
12.9K
$737K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.4K- 5.11% |
$1.11M - $1.27M
|
360K
$20.5M
|