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 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13+ 0.07% |
$745 - $814
|
17.8K
$1.16M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-148- 0.36% |
$8.48K - $9.27K
|
40.7K
$2.67M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.61K+ 2.63% |
$149K - $163K
|
102K
$6.66M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
574+ 14.12% |
$32.9K - $36K
|
4.64K
$304K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.46K- 1.39% |
$256K - $279K
|
315K
$20.6M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 25.37% |
$43K - $47K
|
3.71K
$243K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-476- 0.69% |
$27.3K - $29.8K
|
68.7K
$4.5M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.86KNew |
$221K - $242K
|
3.86K
$253K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 0.6% |
$2.58K - $2.82K
|
7.61K
$498K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.85K- 3.9% |
$278K - $304K
|
120K
$7.83M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.67K+ 3.24% |
$268K - $292K
|
149K
$9.75M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 2.18% |
$2.12K - $2.32K
|
1.66K
$109K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-256- 2.1% |
$14.7K - $16K
|
12K
$783K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
61New |
$3.5K - $3.82K
|
61
$3.99K
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.41KNew |
$196K - $214K
|
3.41K
$223K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-94.5K- 78.83% |
$5.41M - $5.92M
|
25.4K
$1.66M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35.4K- 7.46% |
$2.03M - $2.22M
|
439K
$28.7M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.46K+ 1.52% |
$542K - $592K
|
630K
$41.3M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-35.1K- 26.59% |
$2.01M - $2.2M
|
96.8K
$6.34M
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-316- 6.08% |
$18.1K - $19.8K
|
4.88K
$320K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
710+ 14.85% |
$40.7K - $44.5K
|
5.49K
$359K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$281K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.16K+ 2.13% |
$66.4K - $72.6K
|
55.7K
$3.65M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.56% |
$2.29K - $2.51K
|
7.14K
$468K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.6K+ 0.63% |
$91.5K - $100K
|
256K
$16.7M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
65.2K+ 46.96% |
$3.74M - $4.08M
|
204K
$13.4M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-366- 1.13% |
$21K - $22.9K
|
32.1K
$2.1M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
36.6K+ 2.18% |
$2.1M - $2.29M
|
1.72M
$112M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.62K+ 0.58% |
$322K - $352K
|
979K
$64.1M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 17.92% |
$143K - $156K
|
16.4K
$1.07M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 4.14% |
$604K - $660K
|
244K
$16M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
10.5K+ 0.83% |
$602K - $658K
|
1.28M
$83.6M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$212K
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41+ 0.39% |
$2.35K - $2.57K
|
10.7K
$699K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-435- 0.3% |
$24.9K - $27.3K
|
144K
$9.43M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.21KNew |
$184K - $201K
|
3.21K
$210K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-26.6K- 49.33% |
$1.53M - $1.67M
|
27.4K
$1.79M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-69- 0.21% |
$3.96K - $4.32K
|
32.7K
$2.14M
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 2.73% |
$190K - $208K
|
125K
$8.18M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.89K- 17.77% |
$108K - $118K
|
8.74K
$572K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
48+ 0.33% |
$2.75K - $3.01K
|
14.4K
$944K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.36K- 3.14% |
$78.1K - $85.3K
|
42.1K
$2.75M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.15K- 23.79% |
$65.7K - $71.8K
|
3.67K
$240K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-599- 1.25% |
$34.3K - $37.5K
|
47.4K
$3.1M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-129- 0.16% |
$7.39K - $8.08K
|
79K
$5.17M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-797- 2.65% |
$45.7K - $49.9K
|
29.2K
$1.91M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.41K+ 2.23% |
$310K - $339K
|
248K
$16.3M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
500+ 2.37% |
$28.7K - $31.3K
|
21.6K
$1.41M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-552- 0.36% |
$31.6K - $34.6K
|
154K
$10.1M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4New |
$229 - $251
|
4
$262
|