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 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.38K- 2.45% |
$78.9K - $90.8K
|
54.9K
$3.12M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.69K+ 2.26% |
$383K - $440K
|
303K
$17.2M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 10.07% |
$84.9K - $97.6K
|
13.3K
$754K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-527- 5.03% |
$30.1K - $34.7K
|
9.96K
$567K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.3K+ 9.69% |
$132K - $151K
|
26K
$1.48M
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
708+ 4.96% |
$40.5K - $46.6K
|
15K
$853K
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 0.31% |
$5.72K - $6.58K
|
32.4K
$1.85M
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-2.07K- 2.4% |
$118K - $136K
|
84.2K
$4.79M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.35K+ 3.91% |
$77.3K - $89K
|
35.9K
$2.05M
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
846K+ 10.47% |
$48.4M - $55.7M
|
8.93M
$508M
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
354+ 9.24% |
$20.3K - $23.3K
|
4.18K
$238K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-75- 0.1% |
$4.29K - $4.94K
|
76.7K
$4.37M
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.06% |
$858 - $987
|
26.7K
$1.52M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
574+ 1.41% |
$32.8K - $37.8K
|
41.1K
$2.34M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.22K- 1.61% |
$184K - $212K
|
197K
$11.2M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.23% |
$4.06K - $4.67K
|
5.85K
$333K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-85.6K- 1.73% |
$4.9M - $5.63M
|
4.86M
$277M
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-40- 0.08% |
$2.29K - $2.63K
|
51K
$2.9M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-275- 10.68% |
$15.7K - $18.1K
|
2.3K
$131K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
74.7K+ 117.59% |
$4.28M - $4.92M
|
138K
$7.87M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-166- 1.27% |
$9.5K - $10.9K
|
12.9K
$734K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
107+ 0.52% |
$6.12K - $7.04K
|
20.5K
$1.17M
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-6.18K- 10.34% |
$354K - $407K
|
53.6K
$3.05M
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-32.5K- 78.46% |
$1.86M - $2.14M
|
8.93K
$508K
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.17K+ 1.04% |
$124K - $143K
|
211K
$12M
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
920+ 13.16% |
$52.6K - $60.5K
|
7.91K
$450K
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.1K- 5.88% |
$63K - $72.5K
|
17.6K
$1M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.8K+ 37.01% |
$789K - $908K
|
51.1K
$2.91M
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
294+ 6.61% |
$16.8K - $19.3K
|
4.74K
$270K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 1.4% |
$4.86K - $5.59K
|
6K
$342K
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-145K- 86.4% |
$8.27M - $9.51M
|
22.8K
$1.29M
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 1.17% |
$32.7K - $37.6K
|
48.3K
$2.75M
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
11.2K+ 7.5% |
$638K - $734K
|
160K
$9.1M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-26.3K- 12.17% |
$1.5M - $1.73M
|
190K
$10.8M
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
170+ 2.91% |
$9.73K - $11.2K
|
6.02K
$342K
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
7K+ 190.27% |
$400K - $461K
|
10.7K
$608K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-308- 0.94% |
$17.6K - $20.3K
|
32.5K
$1.85M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
25.3K+ 33.77% |
$1.44M - $1.66M
|
100K
$5.69M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-108- 0.16% |
$6.18K - $7.11K
|
67.2K
$3.82M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.75K- 3.84% |
$214K - $246K
|
93.7K
$5.33M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-79.1K- 3.39% |
$4.53M - $5.21M
|
2.26M
$128M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.58K+ 10.77% |
$90.2K - $104K
|
16.2K
$923K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50.9K+ 249.88% |
$2.91M - $3.35M
|
71.3K
$4.06M
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-403- 1.56% |
$23.1K - $26.5K
|
25.4K
$1.44M
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.6K- 25.18% |
$206K - $237K
|
10.7K
$609K
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.59K+ 8.6% |
$205K - $236K
|
45.4K
$2.58M
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
8.72K+ 2.77% |
$499K - $574K
|
324K
$18.4M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-314- 0.49% |
$18K - $20.7K
|
63.9K
$3.64M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.42K- 1.4% |
$81.3K - $93.5K
|
100K
$5.7M
|