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 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.9K- 5.78% |
$109K - $119K
|
31K
$1.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
14.4K+ 3.57% |
$828K - $905K
|
419K
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.06K- 23.28% |
$347K - $380K
|
20K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.7K+ 39.73% |
$615K - $672K
|
37.7K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
109KNew |
$6.26M - $6.85M
|
109K
$6.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-145K- 18.62% |
$8.33M - $9.11M
|
635K
$39.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
18+ 0.36% |
$1.03K - $1.13K
|
5.01K
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.85K+ 4.62% |
$163K - $179K
|
64.5K
$4.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-231- 0.84% |
$13.2K - $14.5K
|
27.1K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.95K+ 9.78% |
$456K - $498K
|
89.3K
$5.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.19K+ 0.48% |
$183K - $200K
|
662K
$41.4M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.91K- 3.98% |
$167K - $183K
|
70.3K
$4.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-171- 4.5% |
$9.8K - $10.7K
|
3.63K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
76+ 0.05% |
$4.36K - $4.76K
|
146K
$9.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-10.8K- 6.17% |
$621K - $679K
|
165K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-53.6K- 1.05% |
$3.07M - $3.36M
|
5.04M
$315M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
30.3K+ 59.61% |
$1.74M - $1.9M
|
81.2K
$5.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-625- 7.52% |
$35.8K - $39.2K
|
7.69K
$482K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 1.92% |
$589K - $644K
|
525K
$32.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
946+ 14.17% |
$54.2K - $59.3K
|
7.62K
$477K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13K- 7.37% |
$744K - $813K
|
163K
$10.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-95- 2.44% |
$5.45K - $5.95K
|
3.8K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
186K+ 48.14% |
$10.6M - $11.6M
|
571K
$35.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.39K- 0.7% |
$137K - $150K
|
341K
$21.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 4.55% |
$23.5K - $25.7K
|
8.6K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
194K+ 1934.71% |
$11.1M - $12.1M
|
204K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
78.6KNew |
$4.51M - $4.92M
|
78.6K
$4.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.56K+ 15.28% |
$434K - $474K
|
57.1K
$3.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
350+ 7.19% |
$20.1K - $21.9K
|
5.22K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.61K+ 2.13% |
$207K - $226K
|
173K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 8.94% |
$653K - $713K
|
139K
$8.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.8K+ 4.13% |
$2.51M - $2.74M
|
1.1M
$69.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.75K+ 6.94% |
$559K - $611K
|
150K
$9.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.93K- 0.88% |
$111K - $121K
|
218K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 0.32% |
$172 - $188
|
933
$58.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-14- 0.12% |
$802 - $877
|
11.7K
$735K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.85K- 8.17% |
$335K - $366K
|
65.7K
$4.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
718+ 7.84% |
$41.2K - $45K
|
9.88K
$619K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
865+ 6.07% |
$49.6K - $54.2K
|
15.1K
$947K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.33K- 6.01% |
$420K - $459K
|
115K
$7.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-123- 1.07% |
$7.05K - $7.71K
|
11.4K
$711K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
1.73K+ 5.03% |
$99K - $108K
|
36.1K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 0.18% |
$2.69K - $2.94K
|
26.6K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.72K- 15.8% |
$213K - $233K
|
19.8K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 0.47% |
$974 - $1.07K
|
3.67K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 0.75% |
$680K - $743K
|
1.59M
$99.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.3K+ 5.56% |
$476K - $520K
|
158K
$9.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 4.03% |
$45.9K - $50.1K
|
19.1K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$263K - $288K
|
4.6K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-195- 1.8% |
$11.2K - $12.2K
|
10.6K
$666K
|