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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127K+ 22.58% |
$7.26M - $8.35M
|
689K
$39.2M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.49K+ 76.64% |
$142K - $164K
|
5.74K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.9K+ 3.86% |
$908K - $1.04M
|
427K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 33.3% |
$298K - $342K
|
20.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-762- 15.05% |
$43.6K - $50.1K
|
4.3K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63.4K+ 129.71% |
$3.63M - $4.17M
|
112K
$6.39M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
946+ 0.91% |
$54.1K - $62.2K
|
105K
$5.95M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-381- 1.1% |
$21.8K - $25.1K
|
34.3K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-291- 0.45% |
$16.6K - $19.1K
|
64.3K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 3.29% |
$4.58K - $5.26K
|
2.35K
$134K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.36K- 2.7% |
$250K - $287K
|
157K
$8.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.44K- 21.83% |
$82.6K - $94.9K
|
5.17K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
13.1K+ 6.75% |
$751K - $864K
|
208K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
147+ 3.2% |
$8.41K - $9.67K
|
4.74K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
910+ 0.42% |
$52.1K - $59.9K
|
217K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-145- 2.01% |
$8.3K - $9.54K
|
7.06K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
46.6K+ 2.99% |
$2.67M - $3.07M
|
1.6M
$91.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8.45K+ 50.67% |
$484K - $556K
|
25.1K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 205.66% |
$1.08M - $1.24M
|
28K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 2.41% |
$175K - $202K
|
131K
$7.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.27K- 0.56% |
$358K - $412K
|
1.11M
$63M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9+ 0.14% |
$515 - $592
|
6.57K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
359+ 6.33% |
$20.5K - $23.6K
|
6.03K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.13K+ 0.75% |
$64.4K - $74K
|
151K
$8.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-13- 0.1% |
$744 - $855
|
13K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
263K+ 3156.51% |
$15.1M - $17.3M
|
271K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.05K- 8.76% |
$60K - $69K
|
10.9K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
660+ 0.35% |
$37.8K - $43.4K
|
191K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
22+ 0.21% |
$1.26K - $1.45K
|
10.6K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
333K+ 10.59% |
$19M - $21.9M
|
3.47M
$198M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.34K+ 40.92% |
$76.4K - $87.9K
|
4.6K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.61K+ 33.5% |
$92.2K - $106K
|
6.42K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
25+ 0.54% |
$1.43K - $1.65K
|
4.69K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-56.8K- 2.44% |
$3.25M - $3.74M
|
2.27M
$129M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.13K+ 3.22% |
$122K - $140K
|
68K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-19K- 4.36% |
$1.09M - $1.25M
|
418K
$23.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-15- 0.26% |
$858 - $987
|
5.86K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.23K+ 5.12% |
$299K - $344K
|
107K
$6.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$172 - $197
|
3.72K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.49K+ 5.62% |
$85K - $97.7K
|
27.9K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.63K+ 1.01% |
$437K - $502K
|
764K
$43.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.26% |
$343 - $395
|
2.31K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.24K- 1.46% |
$243K - $279K
|
287K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
236K+ 5.48% |
$13.5M - $15.6M
|
4.55M
$259M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.6K+ 0.72% |
$605K - $695K
|
1.48M
$84.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 0.25% |
$8.58K - $9.87K
|
61K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.58% |
$4.12K - $4.74K
|
12.3K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-23.3K- 2.98% |
$1.33M - $1.53M
|
759K
$43.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-10- -0.0% |
$572 - $658
|
397K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.08K+ 2.64% |
$176K - $203K
|
120K
$6.82M
|