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 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14+ 0.38% |
$802 - $877
|
3.66K
$230K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.56K- 17.24% |
$319K - $348K
|
26.7K
$1.68M
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 1.22% |
$9.34K - $10.2K
|
13.2K
$829K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
531+ 7.7% |
$30.4K - $33.3K
|
7.43K
$467K
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
21.4K+ 137.43% |
$1.22M - $1.34M
|
36.9K
$2.32M
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.04K+ 2.28% |
$59.7K - $65.2K
|
46.8K
$2.94M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.57K+ 1.82% |
$90K - $98.4K
|
87.9K
$5.53M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-85- 26.98% |
$4.87K - $5.33K
|
230
$14.5K
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.03K- 1.6% |
$116K - $127K
|
125K
$7.84M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.8K+ 5.58% |
$160K - $175K
|
52.9K
$3.33M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.89K+ 51.65% |
$280K - $306K
|
14.3K
$902K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
552+ 15.19% |
$31.6K - $34.6K
|
4.19K
$263K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13+ 0.07% |
$745 - $814
|
17.8K
$1.12M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-148- 0.36% |
$8.48K - $9.27K
|
40.7K
$2.56M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.57K+ 1.22% |
$319K - $349K
|
462K
$29M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.6K+ 1.55% |
$149K - $163K
|
170K
$10.7M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.61K+ 2.63% |
$149K - $163K
|
102K
$6.4M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
574+ 14.12% |
$32.9K - $36K
|
4.64K
$292K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.54K+ 6.48% |
$260K - $284K
|
74.5K
$4.69M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.46K- 1.39% |
$256K - $279K
|
315K
$19.8M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 25.37% |
$43K - $47K
|
3.71K
$233K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7M+ 5654.17% |
$97.4M - $107M
|
1.73M
$109M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-476- 0.69% |
$27.3K - $29.8K
|
68.7K
$4.32M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.86KNew |
$221K - $242K
|
3.86K
$243K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
34.7K+ 11.04% |
$1.99M - $2.17M
|
349K
$21.9M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 0.6% |
$2.58K - $2.82K
|
7.61K
$478K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.85K- 3.9% |
$278K - $304K
|
120K
$7.52M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
121K+ 455.27% |
$6.93M - $7.58M
|
148K
$9.28M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.37% |
$860 - $940
|
4.11K
$258K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.67K+ 3.24% |
$268K - $292K
|
149K
$9.37M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.31K+ 2.08% |
$305K - $333K
|
261K
$16.4M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 2.18% |
$2.12K - $2.32K
|
1.66K
$104K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-256- 2.1% |
$14.7K - $16K
|
12K
$753K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
61New |
$3.5K - $3.82K
|
61
$3.84K
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.41KNew |
$196K - $214K
|
3.41K
$215K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-94.5K- 78.83% |
$5.41M - $5.92M
|
25.4K
$1.6M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35.4K- 7.46% |
$2.03M - $2.22M
|
439K
$27.6M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.46K+ 1.52% |
$542K - $592K
|
630K
$39.6M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-35.1K- 26.59% |
$2.01M - $2.2M
|
96.8K
$6.09M
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-316- 6.08% |
$18.1K - $19.8K
|
4.88K
$307K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
710+ 14.85% |
$40.7K - $44.5K
|
5.49K
$345K
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.83K+ 3.38% |
$220K - $240K
|
117K
$7.37M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$270K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34.2K+ 3.08% |
$1.96M - $2.14M
|
1.14M
$72M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.55K+ 29.5% |
$490K - $536K
|
37.5K
$2.36M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.16K+ 2.13% |
$66.4K - $72.6K
|
55.7K
$3.5M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.56% |
$2.29K - $2.51K
|
7.14K
$449K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.6K+ 0.63% |
$91.5K - $100K
|
256K
$16.1M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
65.2K+ 46.96% |
$3.74M - $4.08M
|
204K
$12.8M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-366- 1.13% |
$21K - $22.9K
|
32.1K
$2.02M
|