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 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.1K- 7.0% |
$234K - $269K
|
54.4K
$3.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-28.2K- 3.91% |
$1.61M - $1.85M
|
691K
$39.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-3.61K- 1.04% |
$206K - $237K
|
342K
$19.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-252- 1.41% |
$14.4K - $16.6K
|
17.7K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-13- 0.12% |
$744 - $855
|
11.2K
$637K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.3K- 3.3% |
$246K - $283K
|
126K
$7.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.13K+ 0.79% |
$64.8K - $74.6K
|
145K
$8.25M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-115- 0.41% |
$6.58K - $7.57K
|
27.8K
$1.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-574- 4.75% |
$32.8K - $37.8K
|
11.5K
$654K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
25.3K+ 3.32% |
$1.45M - $1.66M
|
786K
$44.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.55K+ 15.76% |
$146K - $168K
|
18.7K
$1.06M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-94- 0.8% |
$5.38K - $6.19K
|
11.6K
$662K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.5K- 3.1% |
$1.51M - $1.74M
|
828K
$47.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78.8K- 95.76% |
$4.51M - $5.19M
|
3.49K
$199K
|
|
| Q4 2024 | |||||||
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.13K+ 4.11% |
$69.7K - $76.7K
|
28.6K
$1.63M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
7.22KNew |
$445K - $490K
|
7.22K
$411K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15KNew |
$925K - $1.02M
|
15K
$853K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$811K - $892K
|
13.1K
$748K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 1.91% |
$873K - $961K
|
756K
$43M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
18.9KNew |
$1.17M - $1.29M
|
18.9K
$1.08M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.42K+ 31.72% |
$273K - $300K
|
18.4K
$1.04M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-47- 0.41% |
$2.9K - $3.19K
|
11.3K
$642K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.68KNew |
$104K - $114K
|
1.68K
$95.6K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
21.8KNew |
$1.35M - $1.48M
|
21.8K
$1.24M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7K+ 0.81% |
$105K - $115K
|
211K
$12M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 2.93% |
$70.3K - $77.4K
|
37.7K
$2.15M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
30.1K+ 107.09% |
$1.86M - $2.04M
|
58.2K
$3.31M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
71+ 17.53% |
$4.38K - $4.82K
|
476
$27.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.64KNew |
$101K - $111K
|
1.64K
$93K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.32KNew |
$143K - $158K
|
2.32K
$132K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-20Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$154K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
497+ 2.55% |
$30.7K - $33.7K
|
20K
$1.14M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.11K- 6.43% |
$377K - $415K
|
88.9K
$5.06M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.25KNew |
$509K - $560K
|
8.25K
$470K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.6K- 22.69% |
$345K - $380K
|
19.1K
$1.09M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
273K+ 2388.47% |
$16.8M - $18.5M
|
284K
$16.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.08KNew |
$314K - $345K
|
5.08K
$289K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.68K+ 5.2% |
$227K - $250K
|
74.4K
$4.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.66K+ 2.48% |
$349K - $384K
|
233K
$13.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
108K+ 5.55% |
$6.64M - $7.31M
|
2.05M
$116M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 0.85% |
$3.58K - $3.94K
|
6.92K
$394K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 2.04% |
$76.8K - $84.5K
|
59.8K
$3.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.4% |
$72.3K - $79.5K
|
290K
$16.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.45KNew |
$521K - $573K
|
8.45K
$481K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-260K- 25.79% |
$16M - $17.6M
|
748K
$42.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.02K+ 1155.48% |
$495K - $544K
|
8.71K
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.21K- 3.15% |
$136K - $150K
|
67.9K
$3.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.8KNew |
$788K - $867K
|
12.8K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.94% |
$76.1K - $83.8K
|
43.2K
$2.46M
|
|