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 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 0.28% |
$688 - $752
|
4.27K
$268K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.64K+ 67.32% |
$438K - $479K
|
19K
$1.19M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.28K+ 0.83% |
$73.6K - $80.4K
|
156K
$9.77M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-55- 0.99% |
$3.15K - $3.45K
|
5.51K
$345K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
310+ 34.07% |
$17.8K - $19.4K
|
1.22K
$76.4K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-714- 0.11% |
$40.9K - $44.7K
|
623K
$39M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.11K+ 44.73% |
$236K - $257K
|
13.3K
$832K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
212+ 3.73% |
$12.2K - $13.3K
|
5.89K
$369K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 5.13% |
$31.5K - $34.5K
|
10.2K
$637K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.5% |
$9.57K - $10.5K
|
33.4K
$2.09M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.46K+ 56.69% |
$198K - $217K
|
9.56K
$599K
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.86K+ 26.61% |
$107K - $117K
|
8.86K
$555K
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-47- 0.28% |
$2.69K - $2.94K
|
16.7K
$1.04M
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 1.63% |
$28.7K - $31.3K
|
30.2K
$1.89M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
665+ 0.24% |
$38.1K - $41.7K
|
280K
$17.6M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
567+ 5.89% |
$32.5K - $35.5K
|
10.2K
$638K
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
320+ 1.51% |
$18.3K - $20K
|
21.6K
$1.35M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
12.2K+ 10.37% |
$698K - $763K
|
130K
$8.12M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.66K+ 0.83% |
$210K - $230K
|
446K
$27.9M
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 1.93% |
$126K - $137K
|
116K
$7.25M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-623- 11.73% |
$35.7K - $39K
|
4.69K
$293K
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.21K+ 2.08% |
$69.4K - $75.9K
|
59.5K
$3.73M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
427+ 0.8% |
$24.5K - $26.8K
|
53.5K
$3.35M
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.86K- 2.24% |
$107K - $117K
|
81.4K
$5.09M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.83K+ 1.16% |
$162K - $177K
|
247K
$15.4M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 2.32% |
$182K - $199K
|
140K
$8.76M
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.13K+ 40.68% |
$122K - $133K
|
7.35K
$460K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.4K+ 3.94% |
$710K - $776K
|
327K
$20.5M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-375- 0.8% |
$21.5K - $23.5K
|
46.4K
$2.91M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.79KNew |
$217K - $238K
|
3.79K
$238K
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-190K- 90.02% |
$10.9M - $11.9M
|
21.1K
$1.32M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
16.2KNew |
$931K - $1.02M
|
16.2K
$1.02M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
66.7K+ 37.12% |
$3.83M - $4.18M
|
247K
$15.4M
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-511- 0.12% |
$29.3K - $32K
|
426K
$26.7M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.93K+ 4.55% |
$397K - $434K
|
159K
$9.97M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
526+ 0.86% |
$30.2K - $33K
|
61.5K
$3.85M
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-711- 1.05% |
$40.8K - $44.5K
|
66.9K
$4.19M
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
371KNew |
$21.2M - $23.2M
|
371K
$23.2M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.01K+ 9.12% |
$172K - $188K
|
36K
$2.25M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
68.4K+ 103.76% |
$3.92M - $4.29M
|
134K
$8.41M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8.73K- 1.48% |
$500K - $547K
|
582K
$36.4M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29.3K+ 39.23% |
$1.68M - $1.84M
|
104K
$6.51M
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-468- 5.51% |
$26.8K - $29.3K
|
8.02K
$502K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 2.65% |
$599K - $655K
|
384K
$24.1M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.05K- 6.26% |
$59.9K - $65.5K
|
15.6K
$979K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.98K+ 0.96% |
$171K - $187K
|
313K
$19.6M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.58K+ 3.14% |
$148K - $161K
|
84.5K
$5.29M
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-597- 1.28% |
$34.2K - $37.4K
|
46.1K
$2.89M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.7K+ 4.47% |
$729K - $796K
|
297K
$18.6M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.62% |
$77.6K - $84.8K
|
84.9K
$5.32M
|