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 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.66K+ 0.68% |
$267K - $307K
|
687K
$39.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.37K+ 3.11% |
$250K - $288K
|
145K
$8.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-114- 0.74% |
$6.52K - $7.5K
|
15.4K
$875K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-8- 0.04% |
$458 - $526
|
21.3K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.43K - $1.65K
|
13.8K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
623+ 5.59% |
$35.6K - $41K
|
11.8K
$670K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.29K+ 35.81% |
$131K - $151K
|
8.68K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.41K- 5.42% |
$138K - $159K
|
42.1K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-114- 0.46% |
$6.52K - $7.5K
|
24.4K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
698+ 1.07% |
$39.9K - $45.9K
|
66K
$3.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-3.56K- 7.08% |
$204K - $234K
|
46.8K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.69K- 3.66% |
$268K - $309K
|
124K
$7.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-118K- 24.61% |
$6.77M - $7.78M
|
362K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.19% |
$1.14K - $1.32K
|
10.2K
$583K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.87% |
$1.77K - $2.04K
|
3.58K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 5.5% |
$28K - $32.2K
|
9.4K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43.7KNew |
$2.5M - $2.87M
|
43.7K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.41K+ 35.01% |
$80.4K - $92.4K
|
5.42K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-192- 3.77% |
$11K - $12.6K
|
4.9K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-18.1K- 10.23% |
$1.04M - $1.19M
|
159K
$9.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.27% |
$744 - $855
|
4.85K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.98K+ 2.8% |
$171K - $196K
|
110K
$6.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
16.1K+ 4.46% |
$919K - $1.06M
|
376K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 2.67% |
$66.9K - $77K
|
45K
$2.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
107+ 0.76% |
$6.12K - $7.04K
|
14.1K
$803K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-28.7K- 7.76% |
$1.64M - $1.89M
|
340K
$19.4M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 2.98% |
$668K - $768K
|
403K
$22.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7K+ 51.08% |
$97.4K - $112K
|
5.03K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 9.96% |
$795K - $914K
|
126K
$7.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-273- 1.89% |
$15.6K - $18K
|
14.1K
$805K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.4K+ 115141.38% |
$1.91M - $2.2M
|
33.4K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-61- 0.76% |
$3.49K - $4.01K
|
7.95K
$452K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 2.68% |
$166K - $191K
|
111K
$6.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.89K+ 71.13% |
$337K - $387K
|
14.2K
$806K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.73K+ 1.81% |
$500K - $575K
|
490K
$27.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 1.98% |
$98.2K - $113K
|
85K
$4.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-484- 0.77% |
$27.7K - $31.8K
|
62.3K
$3.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.26% |
$114 - $132
|
776
$44.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
22KNew |
$1.26M - $1.45M
|
22K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$481K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-8.47K- 4.61% |
$485K - $557K
|
175K
$9.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-471- 11.21% |
$26.9K - $31K
|
3.73K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.4K- 8.55% |
$538K - $618K
|
100K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.05K+ 17.01% |
$231K - $266K
|
27.8K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19.8K+ 52.07% |
$1.13M - $1.3M
|
57.8K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
198+ 0.45% |
$11.3K - $13K
|
43.8K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 17.94% |
$991K - $1.14M
|
114K
$6.48M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-666- 12.81% |
$38.1K - $43.8K
|
4.54K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-728- 0.79% |
$41.6K - $47.9K
|
91.3K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
4.25K
$242K
|