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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 5.61% |
$713K - $779K
|
234K
$14.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
45New |
$2.58K - $2.82K
|
45
$2.82K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.31K- 2.1% |
$75.1K - $82.1K
|
61K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
131+ 0.74% |
$7.51K - $8.21K
|
17.8K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
155New |
$8.88K - $9.71K
|
155
$9.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.29K- 0.47% |
$131K - $144K
|
484K
$30.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.63K+ 2.54% |
$323K - $353K
|
228K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.56K- 3.08% |
$146K - $160K
|
80.4K
$5.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-6.73K- 14.48% |
$386K - $422K
|
39.8K
$2.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.8K- 3.53% |
$677K - $740K
|
323K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.97K- 4.32% |
$170K - $186K
|
65.8K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-200- 3.85% |
$11.5K - $12.5K
|
5K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
46.3KNew |
$2.65M - $2.9M
|
46.3K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.6K+ 180.31% |
$3.25M - $3.55M
|
88K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
43K+ 2.39% |
$2.46M - $2.69M
|
1.84M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-825K- 50.58% |
$47.3M - $51.7M
|
806K
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.41M+ 139.25% |
$80.5M - $88M
|
2.41M
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
22.2K+ 150.41% |
$1.27M - $1.39M
|
37K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41.4K+ 147.59% |
$2.37M - $2.59M
|
69.4K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
708+ 1.67% |
$40.6K - $44.4K
|
43.1K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
673+ 8.89% |
$38.6K - $42.2K
|
8.25K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
495+ 8.04% |
$28.4K - $31K
|
6.65K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-793- 1.71% |
$45.5K - $49.7K
|
45.5K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.68K- 1.49% |
$153K - $168K
|
177K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
291K+ 10.46% |
$16.7M - $18.2M
|
3.07M
$192M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46K- 8.82% |
$2.64M - $2.88M
|
476K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 2.22% |
$837K - $915K
|
674K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
163+ 285.96% |
$9.34K - $10.2K
|
220
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-845- 8.36% |
$48.4K - $52.9K
|
9.26K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-275- 2.81% |
$15.8K - $17.2K
|
9.51K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-133K- 46.7% |
$7.61M - $8.32M
|
152K
$9.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.26K+ 2.61% |
$244K - $267K
|
168K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$681K - $744K
|
11.9K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.02K+ 5.85% |
$345K - $377K
|
109K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.16K- 3.96% |
$66.5K - $72.7K
|
28.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.51K+ 2.32% |
$144K - $157K
|
111K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-544- 1.11% |
$31.2K - $34.1K
|
48.5K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-160- 1.46% |
$9.17K - $10K
|
10.8K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
64.8KNew |
$3.72M - $4.06M
|
64.8K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.66K+ 1.56% |
$267K - $292K
|
304K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.25K+ 6.79% |
$71.5K - $78.2K
|
19.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.77K+ 0.73% |
$102K - $111K
|
246K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.54K+ 19.57% |
$260K - $284K
|
27.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.75M+ 12.51% |
$158M - $172M
|
24.7M
$1.55B
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 0.26% |
$3.27K - $3.57K
|
22K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 5.72% |
$604K - $660K
|
195K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-380- 6.28% |
$21.8K - $23.8K
|
5.68K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.2K+ 2.91% |
$2.93M - $3.21M
|
1.81M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-220- 2.73% |
$12.6K - $13.8K
|
7.84K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 46.03% |
$2.12M - $2.31M
|
117K
$7.34M
|