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 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$172 - $197
|
3.72K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.49K+ 5.62% |
$85K - $97.7K
|
27.9K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.63K+ 1.01% |
$437K - $502K
|
764K
$48M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.26% |
$343 - $395
|
2.31K
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.24K- 1.46% |
$243K - $279K
|
287K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
236K+ 5.48% |
$13.5M - $15.6M
|
4.55M
$285M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.6K+ 0.72% |
$605K - $695K
|
1.48M
$92.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 0.25% |
$8.58K - $9.87K
|
61K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.58% |
$4.12K - $4.74K
|
12.3K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-23.3K- 2.98% |
$1.33M - $1.53M
|
759K
$47.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-10- -0.0% |
$572 - $658
|
397K
$24.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.08K+ 2.64% |
$176K - $203K
|
120K
$7.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 16.55% |
$4K - $4.61K
|
493
$31K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 2.32% |
$21.1K - $24.3K
|
15.5K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
76.5K+ 14.59% |
$4.38M - $5.04M
|
601K
$37.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-690- 3.64% |
$39.5K - $45.4K
|
18.3K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-336- 0.23% |
$19.2K - $22.1K
|
146K
$9.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
428+ 19.5% |
$24.5K - $28.2K
|
2.62K
$165K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.37K+ 3.33% |
$307K - $353K
|
167K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.67K- 1.51% |
$153K - $176K
|
174K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 0.74% |
$177K - $204K
|
423K
$26.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.76K+ 21.15% |
$101K - $116K
|
10.1K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-44.5K- 5.34% |
$2.55M - $2.93M
|
789K
$49.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
535K+ 13.52% |
$30.6M - $35.2M
|
4.49M
$282M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.05K+ 44.35% |
$232K - $266K
|
13.2K
$827K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.44K- 4.03% |
$139K - $160K
|
58.1K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.38K+ 34.78% |
$308K - $354K
|
20.9K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
588+ 1.04% |
$33.6K - $38.7K
|
57.3K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21.7K- 11.19% |
$1.24M - $1.43M
|
173K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
53.6K+ 3.37% |
$3.06M - $3.52M
|
1.64M
$103M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-693K- 33.72% |
$39.6M - $45.6M
|
1.36M
$85.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 1.88% |
$263K - $303K
|
250K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.38K+ 0.92% |
$79.1K - $90.9K
|
152K
$9.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
6.11K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
19.3K+ 3.13% |
$1.1M - $1.27M
|
636K
$39.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
190+ 5.07% |
$10.9K - $12.5K
|
3.94K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
14K+ 9.24% |
$802K - $923K
|
166K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-227- 1.49% |
$13K - $14.9K
|
15K
$944K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.23K+ 35.8% |
$128K - $147K
|
8.47K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 29.1% |
$65.7K - $75.6K
|
5.1K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
70.1K+ 83.01% |
$4.01M - $4.61M
|
155K
$9.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.21K+ 22.7% |
$127K - $146K
|
12K
$751K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45+ 0.21% |
$2.57K - $2.96K
|
21.4K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
940+ 2.31% |
$53.8K - $61.9K
|
41.7K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5.02K- 81.96% |
$287K - $330K
|
1.11K
$69.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.3K- 27.92% |
$132K - $152K
|
5.95K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30.9K- 7.55% |
$1.77M - $2.03M
|
379K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-15.4K- 5.05% |
$879K - $1.01M
|
289K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-297- 1.55% |
$17K - $19.5K
|
18.8K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-678- 3.64% |
$38.8K - $44.6K
|
17.9K
$1.13M
|