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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
18.8K+ 3.49% |
$1.08M - $1.24M
|
559K
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15+ 0.26% |
$858 - $987
|
5.85K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
146+ 1.26% |
$8.35K - $9.61K
|
11.8K
$670K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
101+ 1.65% |
$5.78K - $6.65K
|
6.24K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.32K+ 1.31% |
$419K - $482K
|
567K
$32.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 39.78% |
$105K - $120K
|
6.42K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.18K+ 4.3% |
$239K - $275K
|
101K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.72K- 30.17% |
$98.1K - $113K
|
3.97K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-515- 2.2% |
$29.5K - $33.9K
|
22.8K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.1K+ 50.03% |
$3.73M - $4.29M
|
195K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$85.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.65K+ 24.23% |
$381K - $438K
|
34.1K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
32K+ 4.26% |
$1.83M - $2.1M
|
783K
$44.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.6K+ 19.33% |
$661K - $760K
|
71.3K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
416+ 1.73% |
$23.8K - $27.4K
|
24.4K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.15K+ 6.31% |
$238K - $273K
|
70K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.71K- 8.42% |
$155K - $178K
|
29.5K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.25K+ 13.64% |
$129K - $148K
|
18.8K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-312- 0.37% |
$17.8K - $20.5K
|
83.6K
$4.76M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
886+ 3.77% |
$50.7K - $58.3K
|
24.4K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
26.5K+ 20.6% |
$1.52M - $1.74M
|
155K
$8.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.44K+ 21.31% |
$254K - $292K
|
25.3K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
509+ 0.66% |
$29.1K - $33.5K
|
77.1K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
20+ 0.38% |
$1.14K - $1.32K
|
5.3K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.1K+ 14.1% |
$581K - $668K
|
82.1K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-492- 6.17% |
$28.1K - $32.4K
|
7.48K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.25K+ 1.67% |
$186K - $214K
|
197K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-188- 3.34% |
$10.8K - $12.4K
|
5.44K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15.8K+ 1.9% |
$905K - $1.04M
|
847K
$48.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.58M- 98.29% |
$90.3M - $104M
|
27.5K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
44.7KNew |
$2.55M - $2.94M
|
44.7K
$2.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.5K+ 23.85% |
$543K - $625K
|
49.3K
$2.81M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-36.1K- 59.05% |
$2.07M - $2.38M
|
25.1K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 3.53% |
$423K - $486K
|
217K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.1K+ 47.26% |
$177K - $204K
|
9.67K
$550K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.27K- 1.18% |
$72.7K - $83.6K
|
107K
$6.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-350- 1.39% |
$20K - $23K
|
24.9K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-538- 5.57% |
$30.8K - $35.4K
|
9.12K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
26K+ 135.79% |
$1.49M - $1.71M
|
45.1K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-100- 0.94% |
$5.72K - $6.58K
|
10.5K
$598K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
447+ 1.51% |
$25.6K - $29.4K
|
30.1K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-143- 1.04% |
$8.18K - $9.41K
|
13.6K
$772K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-138- 0.65% |
$7.89K - $9.08K
|
21.2K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.8K+ 4.0% |
$1.7M - $1.96M
|
774K
$44.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.11K+ 0.45% |
$63.3K - $72.8K
|
249K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
296+ 2.47% |
$16.9K - $19.5K
|
12.3K
$700K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.41% |
$72K - $82.8K
|
38.2K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.69% |
$132K - $152K
|
83.2K
$4.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
159+ 1.5% |
$9.1K - $10.5K
|
10.8K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-135K- 95.6% |
$7.71M - $8.87M
|
6.2K
$353K
|