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 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.14KNew |
$237K - $272K
|
4.14K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7.74K+ 9.45% |
$443K - $509K
|
89.6K
$5.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
994+ 77.96% |
$56.9K - $65.4K
|
2.27K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.83K- 22.07% |
$162K - $186K
|
9.98K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.72KNew |
$98.2K - $113K
|
1.72K
$97.7K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 0.98% |
$2.06K - $2.37K
|
3.7K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.3K+ 2.47% |
$74.4K - $85.6K
|
54K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-925- 2.45% |
$52.9K - $60.9K
|
36.8K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-203- 2.11% |
$11.6K - $13.4K
|
9.42K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.69K+ 0.58% |
$154K - $177K
|
469K
$26.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-183K- 74.52% |
$10.5M - $12.1M
|
62.6K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
234+ 1.09% |
$13.4K - $15.4K
|
21.7K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-375- 1.84% |
$21.5K - $24.7K
|
20K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
126+ 2.15% |
$7.21K - $8.29K
|
5.99K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.55K- 0.38% |
$203K - $233K
|
931K
$53M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
35.9K+ 4.41% |
$2.06M - $2.36M
|
850K
$48.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-85.7K- 52.11% |
$4.9M - $5.64M
|
78.8K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140K+ 209.54% |
$8.01M - $9.22M
|
207K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.1K+ 6.31% |
$234K - $269K
|
69K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64.4K+ 11.66% |
$3.69M - $4.24M
|
617K
$35.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.34K+ 40.71% |
$134K - $154K
|
8.09K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.11% |
$858 - $987
|
13.8K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 3.72% |
$95.9K - $110K
|
43.4K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.26K- 4.66% |
$71.8K - $82.6K
|
25.7K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.18K+ 5.21% |
$125K - $143K
|
44K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.1K+ 7.42% |
$177K - $204K
|
44.8K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-521- 2.33% |
$29.8K - $34.3K
|
21.9K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$915 - $1.05K
|
16
$911
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-492- 8.0% |
$28.1K - $32.4K
|
5.66K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-1.14K- 0.52% |
$65K - $74.8K
|
216K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.8K+ 15.36% |
$103K - $119K
|
13.5K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
638KNew |
$36.5M - $42M
|
638K
$36.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.28K+ 14.5% |
$531K - $611K
|
73.3K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-444- 11.0% |
$25.4K - $29.2K
|
3.59K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.3K+ 1.99% |
$303K - $349K
|
272K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-467- 1.18% |
$26.7K - $30.7K
|
39.2K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
666+ 5.58% |
$38.1K - $43.8K
|
12.6K
$717K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
415+ 31.23% |
$23.7K - $27.3K
|
1.74K
$99.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.31K+ 24.4% |
$418K - $481K
|
37.3K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.23K+ 4.99% |
$185K - $212K
|
67.9K
$3.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7.21K- 30.3% |
$412K - $474K
|
16.6K
$944K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12- 0.01% |
$687 - $790
|
163K
$9.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.22% |
$286 - $329
|
2.25K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 1.93% |
$110K - $127K
|
102K
$5.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.37K- 0.88% |
$307K - $354K
|
606K
$34.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
79K+ 78.18% |
$4.52M - $5.2M
|
180K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-309- 0.86% |
$17.7K - $20.3K
|
35.8K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$227K - $262K
|
3.98K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.3K+ 8.28% |
$1.33M - $1.53M
|
305K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.27K- 2.18% |
$72.4K - $83.2K
|
56.7K
$3.23M
|