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 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
83+ 0.38% |
$4.76K - $5.2K
|
22.2K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 1.48% |
$12.9K - $14.1K
|
14.9K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
696+ 0.26% |
$39.9K - $43.6K
|
271K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
407+ 5.8% |
$23.3K - $25.5K
|
7.42K
$467K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.03K+ 0.61% |
$116K - $127K
|
335K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
527+ 5.13% |
$30.2K - $33K
|
10.8K
$679K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-116- 2.91% |
$6.65K - $7.27K
|
3.87K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-44- 0.16% |
$2.52K - $2.76K
|
28.2K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.14K- 1.32% |
$65.5K - $71.6K
|
85.3K
$5.37M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.56K- 26.64% |
$89.3K - $97.6K
|
4.29K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.45K- 0.72% |
$313K - $342K
|
755K
$47.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.7K- 72.3% |
$499K - $545K
|
3.33K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.79K+ 32.43% |
$102K - $112K
|
7.29K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
4.31KNew |
$247K - $270K
|
4.31K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
31.1K+ 2.2% |
$1.78M - $1.95M
|
1.44M
$90.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.2KNew |
$1.04M - $1.14M
|
18.2K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
21.9K+ 1.77% |
$1.25M - $1.37M
|
1.26M
$79.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-175- 1.02% |
$10K - $11K
|
17K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25K+ 31.82% |
$71.8K - $78.5K
|
5.19K
$327K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 2.09% |
$81.4K - $89K
|
69.2K
$4.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-885- 0.82% |
$50.7K - $55.4K
|
107K
$6.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-366- 0.62% |
$21K - $22.9K
|
58.3K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.51K+ 3.85% |
$201K - $220K
|
94.6K
$5.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 0.5% |
$2.29K - $2.51K
|
7.95K
$500K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.7KNew |
$727K - $794K
|
12.7K
$798K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22.9K+ 337.38% |
$1.32M - $1.44M
|
29.7K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-214- 3.08% |
$12.3K - $13.4K
|
6.74K
$424K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-747- 11.99% |
$42.8K - $46.8K
|
5.48K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-443- 0.35% |
$25.4K - $27.8K
|
125K
$7.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
60+ 0.65% |
$3.44K - $3.76K
|
9.36K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
73+ 0.36% |
$4.18K - $4.57K
|
20.1K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.8K+ 3.36% |
$161K - $176K
|
86.3K
$5.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-173- 0.66% |
$9.92K - $10.8K
|
25.9K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
218+ 0.05% |
$12.5K - $13.7K
|
402K
$25.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.41K+ 145.52% |
$539K - $589K
|
15.9K
$999K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
575+ 14.58% |
$33K - $36K
|
4.52K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
401+ 6.8% |
$23K - $25.1K
|
6.3K
$396K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-117- 1.44% |
$6.71K - $7.33K
|
8.03K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
696+ 9.48% |
$39.9K - $43.6K
|
8.04K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-13K- 24.66% |
$747K - $817K
|
39.8K
$2.51M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-190- 4.43% |
$10.9K - $11.9K
|
4.1K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
473+ 0.56% |
$27.1K - $29.6K
|
84.7K
$5.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.26KNew |
$187K - $204K
|
3.26K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
5.62KNew |
$322K - $352K
|
5.62K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32MNew |
$75.7M - $82.7M
|
1.32M
$83.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.33KNew |
$248K - $271K
|
4.33K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
85+ 0.09% |
$4.87K - $5.33K
|
94.9K
$5.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75K+ 14.16% |
$158K - $172K
|
22.2K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
79+ 0.97% |
$4.53K - $4.95K
|
8.22K
$517K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.98K- 29.29% |
$228K - $249K
|
9.6K
$604K
|