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
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-30.1K- 6.26% |
$1.72M - $1.88M
|
450K
$28.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 0.5% |
$135K - $148K
|
473K
$29.6M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-557- 2.02% |
$31.9K - $34.9K
|
27.1K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.45K- 6.92% |
$255K - $279K
|
59.8K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
43.4KNew |
$2.49M - $2.72M
|
43.4K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 0.5% |
$1.89K - $2.07K
|
6.58K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-316- 4.68% |
$18.1K - $19.8K
|
6.43K
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 6.22% |
$106K - $116K
|
31.6K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
197+ 0.74% |
$11.3K - $12.3K
|
27K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-746- 1.65% |
$42.8K - $46.7K
|
44.5K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.42K+ 3.54% |
$81.2K - $88.8K
|
41.5K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-114- 1.39% |
$6.53K - $7.14K
|
8.08K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 32.1% |
$298K - $325K
|
21.4K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$192K - $210K
|
3.35K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.61K+ 3.06% |
$207K - $226K
|
122K
$7.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
528+ 4.48% |
$30.3K - $33.1K
|
12.3K
$771K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-139- 1.39% |
$7.97K - $8.71K
|
9.89K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.57K- 3.1% |
$147K - $161K
|
80.2K
$5.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-240- 8.85% |
$13.8K - $15K
|
2.47K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.23K+ 1.13% |
$529K - $578K
|
824K
$51.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.11K- 3.98% |
$63.6K - $69.5K
|
26.8K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 0.42% |
$229 - $251
|
967
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.09K- 4.43% |
$235K - $256K
|
88.4K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
382+ 0.61% |
$21.9K - $23.9K
|
63.2K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.34K+ 0.89% |
$134K - $146K
|
264K
$16.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.09K+ 90.79% |
$177K - $193K
|
6.48K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
775+ 7.13% |
$44.4K - $48.6K
|
11.6K
$729K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.62K- 3.64% |
$93K - $102K
|
43K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.89K+ 17.02% |
$510K - $557K
|
61.1K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 2.24% |
$165K - $181K
|
126K
$7.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.8K+ 239.87% |
$1.42M - $1.56M
|
35.2K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.5K+ 23.34% |
$315K - $345K
|
29.1K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.54K- 1.41% |
$146K - $159K
|
178K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.8K+ 14.12% |
$103K - $113K
|
14.5K
$910K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
432+ 3.23% |
$24.8K - $27.1K
|
13.8K
$865K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
288+ 0.95% |
$16.5K - $18K
|
30.7K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.34K+ 2.2% |
$248K - $272K
|
201K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.11K+ 5.21% |
$350K - $383K
|
123K
$7.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.8K- 3.23% |
$906K - $990K
|
474K
$29.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
52.5KNew |
$3.01M - $3.29M
|
52.5K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 14.5% |
$155K - $169K
|
21.3K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.62K+ 8.39% |
$380K - $415K
|
85.6K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
712+ 13.32% |
$40.8K - $44.6K
|
6.06K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.92K+ 19.72% |
$569K - $622K
|
60.3K
$3.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.45KNew |
$255K - $279K
|
4.45K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 8.98% |
$601K - $657K
|
127K
$7.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
337+ 0.28% |
$19.3K - $21.1K
|
119K
$7.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
7.25K+ 12.32% |
$415K - $454K
|
66K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.91K- 12.03% |
$167K - $182K
|
21.2K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
4.43K+ 2.22% |
$254K - $277K
|
204K
$12.8M
|