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 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.57K- 4.57% |
$205K - $224K
|
74.5K
$4.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.87K+ 64.69% |
$279K - $305K
|
12.4K
$779K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-535- 6.12% |
$30.7K - $33.5K
|
8.21K
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
142+ 0.36% |
$8.14K - $8.9K
|
39.2K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-53.2K- 8.61% |
$3.05M - $3.34M
|
565K
$35.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.77K+ 4.67% |
$331K - $361K
|
129K
$8.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
6.05K+ 1.13% |
$347K - $379K
|
543K
$34.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26+ 0.1% |
$1.49K - $1.63K
|
26.4K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.11K+ 1.57% |
$121K - $132K
|
136K
$8.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
15.2K+ 5.82% |
$872K - $953K
|
277K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
335+ 6.8% |
$19.2K - $21K
|
5.27K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.11K- 0.91% |
$63.6K - $69.5K
|
121K
$7.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.81K- 50.25% |
$276K - $301K
|
4.76K
$300K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
177K+ 19.9% |
$10.1M - $11.1M
|
1.06M
$67M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.94% |
$24.6K - $26.9K
|
14.2K
$895K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.6K+ 4.02% |
$149K - $163K
|
67.3K
$4.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.85K- 7.59% |
$278K - $304K
|
59K
$3.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20.1K+ 0.99% |
$1.15M - $1.26M
|
2.04M
$128M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 2.15% |
$129K - $141K
|
107K
$6.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
616+ 0.05% |
$35.3K - $38.6K
|
1.13M
$71M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.31K- 0.44% |
$190K - $208K
|
745K
$46.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-5.19K- 3.34% |
$298K - $325K
|
150K
$9.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
69+ 0.3% |
$3.96K - $4.32K
|
23.4K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.23K+ 86.32% |
$185K - $202K
|
6.98K
$439K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.1% |
$2.01K - $2.19K
|
36.2K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
6.24K+ 6.78% |
$358K - $391K
|
98.2K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.21K+ 5.04% |
$184K - $201K
|
67K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.83K- 4.45% |
$449K - $491K
|
168K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114K+ 7.73% |
$6.51M - $7.11M
|
1.58M
$99.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.3K+ 26.11% |
$189K - $207K
|
15.9K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
797+ 2.07% |
$45.7K - $49.9K
|
39.4K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
58+ 0.17% |
$3.32K - $3.63K
|
33.4K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.77K+ 3.06% |
$503K - $549K
|
295K
$18.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
80.3K+ 75.4% |
$4.6M - $5.03M
|
187K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
68.2K+ 7.15% |
$3.91M - $4.27M
|
1.02M
$64.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
149K+ 8.1% |
$8.54M - $9.34M
|
1.99M
$125M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 7.89% |
$67.6K - $73.9K
|
13.8K
$867K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-335- 2.45% |
$19.2K - $21K
|
13.4K
$841K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.98K+ 42.28% |
$171K - $187K
|
10K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.43K- 0.35% |
$82K - $89.6K
|
406K
$25.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.52K+ 5.33% |
$374K - $408K
|
129K
$8.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.28K+ 1.42% |
$131K - $143K
|
163K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
91+ 9.41% |
$5.22K - $5.7K
|
1.06K
$66.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-167- 0.98% |
$9.57K - $10.5K
|
16.8K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
12+ 0.15% |
$688 - $752
|
8.23K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2.23K- 2.61% |
$128K - $139K
|
83.2K
$5.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 11.56% |
$103K - $112K
|
17.3K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.95K- 29.14% |
$341K - $373K
|
14.5K
$910K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31.4K+ 1.32% |
$1.8M - $1.97M
|
2.41M
$152M
|