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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
225+ 1.97% |
$12.9K - $14.8K
|
11.7K
$663K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.35% |
$111K - $127K
|
84.3K
$4.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.88K+ 8.88% |
$565K - $650K
|
121K
$6.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.57KNew |
$204K - $235K
|
3.57K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
245New |
$14K - $16.1K
|
245
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-332- 1.61% |
$19K - $21.8K
|
20.3K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
297+ 2.42% |
$17K - $19.5K
|
12.6K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-213K- 96.34% |
$12.2M - $14M
|
8.1K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
93+ 1.35% |
$5.32K - $6.12K
|
6.98K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-971- 1.34% |
$55.6K - $63.9K
|
71.8K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-66- 1.31% |
$3.78K - $4.34K
|
4.98K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
584+ 2.59% |
$33.4K - $38.4K
|
23.1K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
21.8K+ 1.93% |
$1.25M - $1.44M
|
1.15M
$65.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
19.6K+ 98.95% |
$1.12M - $1.29M
|
39.4K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-200- 1.98% |
$11.4K - $13.2K
|
9.89K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
20+ 0.11% |
$1.14K - $1.32K
|
17.8K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 0.29% |
$65.6K - $75.5K
|
390K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.1KNew |
$2.12M - $2.44M
|
37.1K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-665- 8.99% |
$38K - $43.8K
|
6.74K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
7+ 0.13% |
$400 - $461
|
5.26K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.05K+ 0.89% |
$59.8K - $68.8K
|
118K
$6.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.42K- 1.33% |
$81.2K - $93.4K
|
105K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.14K+ 17.84% |
$180K - $207K
|
20.8K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.8K- 9.71% |
$103K - $119K
|
16.8K
$953K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-561- 10.75% |
$32.1K - $36.9K
|
4.66K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
344+ 2.77% |
$19.7K - $22.6K
|
12.8K
$727K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.89K+ 1.47% |
$108K - $124K
|
131K
$7.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-207K- 18.88% |
$11.9M - $13.7M
|
892K
$50.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14K+ 132.01% |
$800K - $920K
|
24.6K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.64K+ 22.21% |
$494K - $568K
|
47.5K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.64K+ 21.11% |
$93.7K - $108K
|
9.4K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-681- 7.53% |
$39K - $44.8K
|
8.36K
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 5.27% |
$2.21M - $2.55M
|
696K
$39.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 7.01% |
$5.72K - $6.58K
|
1.33K
$75.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
31.8K+ 14.81% |
$1.82M - $2.09M
|
246K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.97K- 2.64% |
$342K - $393K
|
220K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-131- 0.78% |
$7.49K - $8.62K
|
16.6K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-464- 9.48% |
$26.5K - $30.5K
|
4.43K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
98+ 0.26% |
$5.61K - $6.45K
|
37.9K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-95- 1.04% |
$5.43K - $6.25K
|
9.05K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$28.6K - $32.9K
|
500
$28.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
550+ 5.68% |
$31.5K - $36.2K
|
10.2K
$582K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.11K+ 1.77% |
$63.2K - $72.7K
|
63.5K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
464+ 2.43% |
$26.5K - $30.5K
|
19.6K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
141KNew |
$8.08M - $9.29M
|
141K
$8.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.85K- 14.96% |
$106K - $121K
|
10.5K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.53K- 24.57% |
$87.6K - $101K
|
4.7K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$646K - $743K
|
57K
$3.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.73K+ 3.47% |
$442K - $509K
|
231K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
750New |
$42.9K - $49.4K
|
750
$42.7K
|