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 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$646K - $743K
|
57K
$3.58M
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.73K+ 3.47% |
$442K - $509K
|
231K
$14.5M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
750New |
$42.9K - $49.4K
|
750
$47.1K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-50- 11.06% |
$2.86K - $3.29K
|
402
$25.2K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.08K- 2.44% |
$61.8K - $71.1K
|
43.2K
$2.72M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.39K+ 10.35% |
$137K - $157K
|
25.5K
$1.6M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 3.28% |
$14.3K - $16.5K
|
7.37K
$463K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77+ 0.07% |
$4.41K - $5.07K
|
106K
$6.67M
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-419- 3.77% |
$24K - $27.6K
|
10.7K
$671K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725New |
$41.5K - $47.7K
|
725
$45.5K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.52K+ 2.97% |
$430K - $495K
|
260K
$16.4M
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4+ 0.03% |
$229 - $263
|
13.2K
$830K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
23.2K+ 3.01% |
$1.33M - $1.53M
|
795K
$49.9M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.6K- 25.86% |
$1.52M - $1.75M
|
76.4K
$4.8M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.35KNew |
$249K - $286K
|
4.35K
$273K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
89.9K+ 4.28% |
$5.15M - $5.92M
|
2.19M
$137M
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.24% |
$515 - $592
|
3.7K
$232K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.66K+ 66.19% |
$210K - $241K
|
9.2K
$577K
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
82.1K+ 7.07% |
$4.7M - $5.4M
|
1.24M
$78M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.32K- 1.86% |
$419K - $481K
|
386K
$24.2M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.07% |
$858 - $987
|
20.2K
$1.27M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-154- 1.26% |
$8.81K - $10.1K
|
12.1K
$760K
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.73K+ 1.99% |
$98.7K - $114K
|
88.3K
$5.54M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-7.51K- 8.36% |
$429K - $494K
|
82.3K
$5.17M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.06KNew |
$518K - $596K
|
9.06K
$569K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-14- 0.14% |
$801 - $921
|
9.83K
$617K
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
449+ 0.41% |
$25.7K - $29.5K
|
109K
$6.83M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-343- 1.13% |
$19.6K - $22.6K
|
30.1K
$1.89M
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-2.93K- 8.43% |
$168K - $193K
|
31.9K
$2M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-531- 4.5% |
$30.4K - $34.9K
|
11.3K
$707K
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
743+ 6.36% |
$42.5K - $48.9K
|
12.4K
$781K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
756+ 2.39% |
$43.3K - $49.7K
|
32.4K
$2.03M
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.03% |
$114 - $132
|
5.89K
$370K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
25.7K+ 8.21% |
$1.47M - $1.69M
|
339K
$21.3M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.2K+ 4.01% |
$183K - $211K
|
83K
$5.21M
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-40- 0.49% |
$2.29K - $2.63K
|
8.06K
$506K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
256+ 0.52% |
$14.6K - $16.8K
|
49.2K
$3.09M
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-845- 5.34% |
$48.3K - $55.6K
|
15K
$940K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 11.93% |
$455K - $523K
|
74.6K
$4.68M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 18.27% |
$615K - $708K
|
69.7K
$4.37M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 48.24% |
$189K - $217K
|
10.1K
$636K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45.6K+ 7.49% |
$2.61M - $3M
|
655K
$41.1M
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
118KNew |
$6.74M - $7.76M
|
118K
$7.4M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$111K - $128K
|
1.95K
$122K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14.4K+ 11.92% |
$822K - $945K
|
135K
$8.47M
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.46K+ 1.86% |
$83.3K - $95.8K
|
79.9K
$5.01M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-497- 12.0% |
$28.4K - $32.7K
|
3.65K
$229K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
308+ 1.74% |
$17.6K - $20.3K
|
18K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.05K+ 0.37% |
$60.2K - $69.3K
|
289K
$18.2M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 7.25% |
$115K - $132K
|
25.7K
$1.61M
|