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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.04K- 7.11% |
$518K - $566K
|
118K
$7.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4- 0.03% |
$229 - $251
|
14.7K
$917K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
14.6K+ 142.52% |
$839K - $917K
|
24.9K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
68.2KNew |
$3.91M - $4.27M
|
68.2K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-660- 11.21% |
$37.8K - $41.3K
|
5.23K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.12K+ 27.68% |
$64.2K - $70.2K
|
5.17K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.72K- 0.14% |
$98.3K - $107K
|
1.26M
$78.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.89K- 23.45% |
$223K - $243K
|
12.7K
$790K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.44KNew |
$197K - $216K
|
3.44K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.9K- 7.81% |
$2.52M - $2.75M
|
518K
$32.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
42+ 0.29% |
$2.41K - $2.63K
|
14.6K
$912K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-95- 0.18% |
$5.45K - $5.95K
|
52.4K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.52K+ 1.97% |
$259K - $283K
|
234K
$14.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-3.21K- 15.29% |
$184K - $201K
|
17.8K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-767- 0.72% |
$44K - $48.1K
|
105K
$6.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
98+ 0.24% |
$5.62K - $6.14K
|
40.3K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-20- 0.09% |
$1.15K - $1.25K
|
22.2K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-8.04K- 8.64% |
$461K - $504K
|
85K
$5.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27.6K+ 70.29% |
$1.58M - $1.73M
|
66.8K
$4.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.02K+ 4.9% |
$58.3K - $63.7K
|
21.8K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
61+ 0.23% |
$3.5K - $3.82K
|
26.1K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
136+ 0.49% |
$7.8K - $8.52K
|
27.9K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 1.89% |
$8.71K - $9.52K
|
8.18K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.34% |
$1.55K - $1.69K
|
7.99K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.08K+ 18.4% |
$62.1K - $67.8K
|
6.97K
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-28.3K- 63.7% |
$1.62M - $1.77M
|
16.1K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$118K - $128K
|
2.05K
$128K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.05KNew |
$404K - $442K
|
7.05K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.43% |
$1.72K - $1.88K
|
7.01K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
12.9K+ 24.22% |
$739K - $808K
|
66.1K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.24K+ 2.74% |
$129K - $140K
|
84.1K
$5.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
394+ 1.32% |
$22.6K - $24.7K
|
30.3K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.01K- 0.53% |
$57.8K - $63.2K
|
188K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.03% |
$229 - $251
|
14.5K
$906K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.47K+ 1.18% |
$199K - $218K
|
297K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-10.6K- 61.24% |
$609K - $666K
|
6.73K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.15K+ 6.83% |
$238K - $260K
|
64.8K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.51% |
$2.35K - $2.57K
|
8.13K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-478- 3.93% |
$27.4K - $29.9K
|
11.7K
$728K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.27K- 6.0% |
$72.6K - $79.4K
|
19.9K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-53.1K- 87.02% |
$3.04M - $3.33M
|
7.92K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5.49K- 26.56% |
$315K - $344K
|
15.2K
$946K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.07K- 17.54% |
$61.4K - $67.2K
|
5.04K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
880+ 6.65% |
$50.4K - $55.1K
|
14.1K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
575+ 0.72% |
$33K - $36K
|
80.3K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.79K+ 144.83% |
$332K - $362K
|
9.78K
$609K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 3.35% |
$24.5K - $26.8K
|
12.4K
$770K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-749- 1.12% |
$42.9K - $46.9K
|
66.2K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.62KNew |
$207K - $226K
|
3.62K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-153- 0.6% |
$8.77K - $9.59K
|
25.4K
$1.58M
|