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 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.43K- 43.04% |
$81.9K - $89.5K
|
1.89K
$119K
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.9K+ 0.8% |
$109K - $119K
|
241K
$15.1M
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.68K+ 108.62% |
$383K - $418K
|
12.8K
$807K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.52K+ 0.84% |
$87.1K - $95.2K
|
182K
$11.4M
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
20.9K+ 0.79% |
$1.2M - $1.31M
|
2.66M
$168M
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.35% |
$1.2K - $1.32K
|
6.05K
$381K
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 14.4% |
$91.8K - $100K
|
9.52K
$599K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 0.8% |
$66K - $72.1K
|
145K
$9.13M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.78K- 4.18% |
$389K - $425K
|
156K
$9.79M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.49K- 8.09% |
$85.4K - $93.3K
|
16.9K
$1.06M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
545+ 6.48% |
$31.2K - $34.1K
|
8.96K
$563K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-98K- 95.39% |
$5.62M - $6.14M
|
4.74K
$298K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
130+ 1.02% |
$7.45K - $8.14K
|
12.8K
$807K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$371K
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-29.6K- 2.06% |
$1.7M - $1.86M
|
1.41M
$88.7M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
33K+ 17.6% |
$1.89M - $2.07M
|
221K
$13.9M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.05% |
$172 - $188
|
5.89K
$370K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.92K+ 6.02% |
$168K - $183K
|
51.5K
$3.24M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
46+ 0.31% |
$2.64K - $2.88K
|
14.8K
$929K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
9.79K+ 1.81% |
$561K - $613K
|
552K
$34.7M
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.33% |
$3.44K - $3.76K
|
17.9K
$1.13M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-116- 0.97% |
$6.65K - $7.27K
|
11.9K
$746K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.89K+ 0.52% |
$166K - $181K
|
565K
$35.5M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-575- 10.45% |
$33K - $36K
|
4.93K
$310K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13.4K- 59.89% |
$767K - $838K
|
8.96K
$564K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-196- 0.49% |
$11.2K - $12.3K
|
39.7K
$2.5M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 6.95% |
$159K - $173K
|
42.6K
$2.68M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
35+ 0.35% |
$2.01K - $2.19K
|
9.93K
$625K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.57K+ 1.15% |
$147K - $161K
|
225K
$14.2M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-631- 0.69% |
$36.2K - $39.5K
|
90.4K
$5.69M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.87% |
$2.12K - $2.32K
|
4.21K
$265K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.03% |
$115 - $125
|
5.82K
$366K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.48K- 19.73% |
$257K - $281K
|
18.2K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
31.8K+ 25.84% |
$1.82M - $1.99M
|
155K
$9.74M
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
716+ 6.13% |
$41K - $44.9K
|
12.4K
$780K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45- 1.38% |
$2.58K - $2.82K
|
3.21K
$202K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.13K- 1.21% |
$64.9K - $71K
|
92.8K
$5.84M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
34K+ 3.07% |
$1.95M - $2.13M
|
1.14M
$71.9M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
10.2K+ 3.69% |
$587K - $641K
|
288K
$18.1M
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-3.73K- 2.39% |
$214K - $234K
|
152K
$9.58M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.12K- 1.27% |
$64K - $69.9K
|
86.7K
$5.45M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$371K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-531- 4.25% |
$30.4K - $33.3K
|
12K
$752K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-806- 1.3% |
$46.2K - $50.5K
|
61.1K
$3.84M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.07K- 4.06% |
$118K - $129K
|
48.8K
$3.07M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-72- 0.5% |
$4.13K - $4.51K
|
14.2K
$896K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.9K+ 2.58% |
$109K - $119K
|
75.6K
$4.76M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.85K+ 9.15% |
$221K - $241K
|
46K
$2.89M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
354+ 8.1% |
$20.3K - $22.2K
|
4.73K
$297K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
20.6K+ 8.03% |
$1.18M - $1.29M
|
278K
$17.5M
|