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 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-348- 2.82% |
$19.9K - $22.9K
|
12K
$682K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
40.7K+ 16.27% |
$2.33M - $2.68M
|
291K
$16.5M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-131- 2.05% |
$7.49K - $8.62K
|
6.25K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.5K- 6.14% |
$143K - $165K
|
38.3K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.05% |
$515 - $592
|
16.4K
$935K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-48- 0.11% |
$2.75K - $3.16K
|
43.9K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.41K+ 1.35% |
$80.4K - $92.4K
|
105K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
28.6K+ 7.39% |
$1.64M - $1.88M
|
416K
$23.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3K+ 150.65% |
$992K - $1.14M
|
28.8K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.81K- 13.02% |
$161K - $185K
|
18.8K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 12.7% |
$78.2K - $89.9K
|
9.4K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.41% |
$1.14K - $1.32K
|
4.91K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
489+ 0.3% |
$28K - $32.2K
|
166K
$9.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.6K- 7.68% |
$206K - $237K
|
43.3K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.18K+ 36.55% |
$353K - $406K
|
23.1K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
275+ 4.4% |
$15.7K - $18.1K
|
6.53K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.44K- 3.45% |
$139K - $160K
|
68.3K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-38.6K- 74.13% |
$2.21M - $2.54M
|
13.5K
$768K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
662KNew |
$37.9M - $43.6M
|
662K
$37.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80.1K- 89.69% |
$4.58M - $5.27M
|
9.21K
$524K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
264+ 2.42% |
$15.1K - $17.4K
|
11.2K
$637K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.01K- 7.77% |
$401K - $461K
|
83.2K
$4.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.7KNew |
$212K - $243K
|
3.7K
$211K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.04K+ 1.77% |
$116K - $134K
|
117K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.68K- 21.93% |
$439K - $505K
|
27.3K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.4K- 1.59% |
$80.3K - $92.4K
|
86.9K
$4.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
67+ 0.38% |
$3.83K - $4.41K
|
17.5K
$996K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.46K- 1.12% |
$198K - $227K
|
306K
$17.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
38+ 0.25% |
$2.17K - $2.5K
|
15.1K
$862K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-489- 11.23% |
$28K - $32.2K
|
3.87K
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 14.72% |
$40K - $46.1K
|
5.45K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 1.66% |
$5.26K - $6.05K
|
5.62K
$320K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
502+ 6.77% |
$28.7K - $33K
|
7.92K
$451K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
66.5K+ 839.51% |
$3.8M - $4.37M
|
74.4K
$4.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-294- 0.34% |
$16.8K - $19.3K
|
87.2K
$4.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
5.45K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
160+ 1.24% |
$9.15K - $10.5K
|
13.1K
$745K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
20.1K+ 89.23% |
$1.15M - $1.32M
|
42.7K
$2.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3.26K+ 1.17% |
$187K - $215K
|
281K
$16M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.24KNew |
$300K - $345K
|
5.24K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
5.54K+ 0.73% |
$317K - $364K
|
760K
$43.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
962+ 77.08% |
$55K - $63.3K
|
2.21K
$126K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.44K+ 13.85% |
$197K - $227K
|
28.3K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-69- 0.58% |
$3.95K - $4.54K
|
11.7K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
56+ 0.14% |
$3.2K - $3.68K
|
40.4K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-86- 0.29% |
$4.92K - $5.66K
|
30K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-279- 7.17% |
$16K - $18.4K
|
3.61K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-459- 1.95% |
$26.3K - $30.2K
|
23K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.74K+ 1.75% |
$99.7K - $115K
|
101K
$5.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-1.82K- 8.54% |
$104K - $120K
|
19.5K
$1.11M
|