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 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-64.5K- 26.33% |
$3.69M - $4.25M
|
181K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-288- 2.28% |
$16.5K - $19K
|
12.4K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-302- 1.39% |
$17.3K - $19.9K
|
21.5K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6K- 12.3% |
$343K - $395K
|
42.8K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 25.66% |
$189K - $217K
|
9.57K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.3K- 0.91% |
$588K - $676K
|
1.12M
$70.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.6K+ 57.88% |
$664K - $763K
|
31.6K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.19K+ 4.31% |
$183K - $210K
|
77.2K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 0.03% |
$172 - $197
|
10.6K
$667K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.22K+ 1.11% |
$241K - $278K
|
385K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.9K+ 3.11% |
$1.94M - $2.23M
|
1.12M
$70.5M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-629- 12.88% |
$36K - $41.4K
|
4.26K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.5K+ 1.86% |
$143K - $165K
|
137K
$8.59M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92.6K- 70.2% |
$5.3M - $6.1M
|
39.3K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.1% |
$109K - $126K
|
21.6K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-80.5K- 28.11% |
$4.61M - $5.3M
|
206K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-7.47K- 13.77% |
$427K - $492K
|
46.8K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.52K- 18.56% |
$373K - $429K
|
28.6K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.57K- 17.29% |
$376K - $432K
|
31.4K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
408+ 0.31% |
$23.3K - $26.8K
|
132K
$8.29M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 3.74% |
$150K - $173K
|
67.6K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.95K- 1.72% |
$169K - $194K
|
168K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
189K+ 3.84% |
$10.8M - $12.4M
|
5.1M
$320M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.1K+ 2.22% |
$120K - $138K
|
97K
$6.09M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7+ 0.17% |
$400 - $461
|
4.15K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.12K+ 3.26% |
$64.2K - $73.8K
|
35.6K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-699- 2.22% |
$40K - $46K
|
30.8K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.43K- 39.64% |
$81.5K - $93.8K
|
2.17K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
7.88K+ 5.5% |
$451K - $519K
|
151K
$9.49M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.57K+ 2.08% |
$204K - $235K
|
175K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.9K+ 0.99% |
$680K - $782K
|
1.21M
$76M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.42K+ 1.85% |
$196K - $225K
|
188K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 24.35% |
$112K - $129K
|
9.97K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
178New |
$10.2K - $11.7K
|
178
$11.2K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-79- 2.01% |
$4.52K - $5.2K
|
3.84K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.65K+ 1.02% |
$209K - $240K
|
363K
$22.8M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
6.58K+ 2.95% |
$376K - $433K
|
230K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.58K+ 7.62% |
$262K - $301K
|
64.6K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.8K- 59.24% |
$1.02M - $1.17M
|
12.3K
$770K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.01K- 1.37% |
$57.8K - $66.5K
|
72.8K
$4.57M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21- 0.18% |
$1.2K - $1.38K
|
11.7K
$732K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.79K+ 7.52% |
$102K - $118K
|
25.5K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.3K+ 18.08% |
$1.5M - $1.73M
|
172K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.1KNew |
$577K - $663K
|
10.1K
$633K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.1K- 2.77% |
$633K - $728K
|
388K
$24.4M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.2M- 58.53% |
$68.9M - $79.2M
|
853K
$53.6M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.76K+ 11.36% |
$101K - $116K
|
17.3K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-156- 1.47% |
$8.92K - $10.3K
|
10.5K
$659K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
451+ 1.7% |
$25.8K - $29.7K
|
26.9K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-409K- 49.7% |
$23.4M - $26.9M
|
414K
$26M
|