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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64.4K+ 11.66% |
$3.69M - $4.24M
|
617K
$38.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.34K+ 40.71% |
$134K - $154K
|
8.09K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.11% |
$858 - $987
|
13.8K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 3.72% |
$95.9K - $110K
|
43.4K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.26K- 4.66% |
$71.8K - $82.6K
|
25.7K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.18K+ 5.21% |
$125K - $143K
|
44K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.1K+ 7.42% |
$177K - $204K
|
44.8K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-521- 2.33% |
$29.8K - $34.3K
|
21.9K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$915 - $1.05K
|
16
$1K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-492- 8.0% |
$28.1K - $32.4K
|
5.66K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-1.14K- 0.52% |
$65K - $74.8K
|
216K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.8K+ 15.36% |
$103K - $119K
|
13.5K
$850K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
638KNew |
$36.5M - $42M
|
638K
$40.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.28K+ 14.5% |
$531K - $611K
|
73.3K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.3K+ 1.99% |
$303K - $349K
|
272K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-467- 1.18% |
$26.7K - $30.7K
|
39.2K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
666+ 5.58% |
$38.1K - $43.8K
|
12.6K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
415+ 31.23% |
$23.7K - $27.3K
|
1.74K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.31K+ 24.4% |
$418K - $481K
|
37.3K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.23K+ 4.99% |
$185K - $212K
|
67.9K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7.21K- 30.3% |
$412K - $474K
|
16.6K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12- 0.01% |
$687 - $790
|
163K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.22% |
$286 - $329
|
2.25K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.37K- 0.88% |
$307K - $354K
|
606K
$38.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
79K+ 78.18% |
$4.52M - $5.2M
|
180K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-309- 0.86% |
$17.7K - $20.3K
|
35.8K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$227K - $262K
|
3.98K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.3K+ 8.28% |
$1.33M - $1.53M
|
305K
$19.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.27K- 2.18% |
$72.4K - $83.2K
|
56.7K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.06% |
$1.03K - $1.18K
|
27.8K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 1.68% |
$593K - $682K
|
628K
$39.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
76.3K+ 1003.83% |
$4.37M - $5.02M
|
83.9K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
15+ 0.25% |
$858 - $987
|
6.09K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.16K+ 2.68% |
$66.4K - $76.4K
|
44.4K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.16K+ 1.75% |
$238K - $274K
|
242K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-137- 1.38% |
$7.84K - $9.01K
|
9.77K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
16.6K+ 14922.52% |
$948K - $1.09M
|
16.7K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.52K+ 2.96% |
$316K - $363K
|
192K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
923+ 1.96% |
$52.8K - $60.7K
|
48K
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-12.3K- 13.46% |
$703K - $808K
|
79K
$4.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-19- 0.52% |
$1.09K - $1.25K
|
3.61K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.28K- 5.4% |
$130K - $150K
|
39.9K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-661- 4.69% |
$37.8K - $43.5K
|
13.4K
$844K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.44K- 2.23% |
$311K - $358K
|
238K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.14K- 21.29% |
$294K - $338K
|
19K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-110K- 88.41% |
$6.31M - $7.25M
|
14.4K
$907K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 7.24% |
$38.2K - $44K
|
9.9K
$622K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.27K- 6.29% |
$359K - $413K
|
93.5K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-95.8K- 74.42% |
$5.48M - $6.3M
|
32.9K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.45K+ 118.85% |
$83K - $95.4K
|
2.67K
$168K
|