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 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.62K- 2.62% |
$207K - $238K
|
135K
$8.46M
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.74K+ 6.11% |
$99.4K - $114K
|
30.2K
$1.89M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-54.6K- 2.66% |
$3.12M - $3.59M
|
2M
$125M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
255+ 4.27% |
$14.6K - $16.8K
|
6.23K
$391K
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.4K- 60.44% |
$4.03M - $4.63M
|
46.1K
$2.89M
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
283KNew |
$16.2M - $18.6M
|
283K
$17.8M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
75.4K+ 35.92% |
$4.32M - $4.96M
|
285K
$17.9M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-358- 1.0% |
$20.5K - $23.6K
|
35.5K
$2.23M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
119+ 0.82% |
$6.81K - $7.83K
|
14.6K
$915K
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 0.61% |
$137K - $157K
|
387K
$24.3M
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.48K+ 8.38% |
$142K - $163K
|
32.1K
$2.01M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 47.21% |
$879K - $1.01M
|
47.9K
$3.01M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.76KNew |
$158K - $182K
|
2.76K
$173K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77+ 1.33% |
$4.41K - $5.07K
|
5.87K
$369K
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
127K+ 771.62% |
$7.25M - $8.34M
|
143K
$8.99M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-573- 1.23% |
$32.8K - $37.7K
|
46.2K
$2.9M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-122K- 1.32% |
$6.97M - $8.02M
|
9.12M
$573M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.36K+ 3.34% |
$307K - $353K
|
166K
$10.4M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.56K+ 2.22% |
$89.3K - $103K
|
71.8K
$4.51M
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.66% |
$57.2 - $65.8
|
153
$9.61K
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.66KNew |
$495K - $570K
|
8.66K
$544K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9.82K+ 3.37% |
$562K - $646K
|
301K
$18.9M
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-4.14K- 23.73% |
$237K - $272K
|
13.3K
$834K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-576- 13.03% |
$33K - $37.9K
|
3.85K
$241K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
93+ 17.25% |
$5.32K - $6.12K
|
632
$39.7K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
3.97K+ 1.15% |
$227K - $261K
|
348K
$21.9M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.67K+ 3.82% |
$553K - $636K
|
263K
$16.5M
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.23K- 0.56% |
$128K - $147K
|
398K
$25M
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-214- 1.49% |
$12.2K - $14.1K
|
14.1K
$888K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-124K- 30.95% |
$7.07M - $8.13M
|
276K
$17.3M
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-816- 6.15% |
$46.7K - $53.7K
|
12.5K
$782K
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.07K+ 50.63% |
$233K - $268K
|
12.1K
$760K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562New |
$32.2K - $37K
|
562
$35.3K
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
818+ 0.64% |
$46.8K - $53.8K
|
129K
$8.09M
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 4.11% |
$16.6K - $19.1K
|
6.76K
$424K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19.2K+ 6.3% |
$1.1M - $1.27M
|
324K
$20.4M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.08K- 1.75% |
$119K - $137K
|
117K
$7.33M
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
62.9K+ 28.78% |
$3.6M - $4.14M
|
281K
$17.7M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-27.2K- 24.88% |
$1.56M - $1.79M
|
82.1K
$5.15M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-249- 1.52% |
$14.2K - $16.4K
|
16.1K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21.5K- 13.44% |
$1.23M - $1.41M
|
138K
$8.69M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.1K- 1.83% |
$1.04M - $1.19M
|
974K
$61.2M
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-953- 1.33% |
$54.5K - $62.7K
|
70.8K
$4.45M
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
36.2K+ 187.26% |
$2.07M - $2.38M
|
55.5K
$3.48M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.83K+ 16.81% |
$219K - $252K
|
26.6K
$1.67M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-656- 9.11% |
$37.5K - $43.2K
|
6.55K
$411K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.8K+ 13.82% |
$964K - $1.11M
|
139K
$8.71M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.2K+ 3.31% |
$126K - $145K
|
68.8K
$4.32M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$57.2 - $65.8
|
8.02K
$504K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23.5K+ 3.54% |
$1.35M - $1.55M
|
689K
$43.3M
|