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 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-663- 4.56% |
$38K - $41.5K
|
13.9K
$868K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
221+ 0.47% |
$12.7K - $13.8K
|
47.3K
$2.96M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-185- 1.09% |
$10.6K - $11.6K
|
16.8K
$1.05M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-538- 1.02% |
$30.8K - $33.7K
|
52.2K
$3.27M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
722+ 1.01% |
$41.4K - $45.2K
|
72.2K
$4.52M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
16.2K+ 53.67% |
$926K - $1.01M
|
46.3K
$2.9M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1+ 0.01% |
$57.3 - $62.7
|
7.2K
$451K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-446- 2.92% |
$25.6K - $27.9K
|
14.9K
$930K
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
46+ 0.37% |
$2.64K - $2.88K
|
12.6K
$786K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.37K- 24.22% |
$78.3K - $85.6K
|
4.28K
$268K
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-301- 2.43% |
$17.3K - $18.9K
|
12.1K
$756K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9+ 0.23% |
$516 - $564
|
3.96K
$248K
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6.16K+ 2.87% |
$353K - $386K
|
221K
$13.8M
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.75K+ 1.4% |
$215K - $235K
|
272K
$17M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.09K+ 1.49% |
$62.6K - $68.4K
|
74.2K
$4.64M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
5.9K+ 7.23% |
$338K - $370K
|
87.5K
$5.48M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.44K- 5.33% |
$82.8K - $90.5K
|
25.6K
$1.61M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-37.4K- 4.06% |
$2.15M - $2.34M
|
883K
$55.3M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
39.8K+ 11.3% |
$2.28M - $2.49M
|
392K
$24.5M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 7.74% |
$2.64K - $2.88K
|
548
$34.3K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
358+ 1.29% |
$20.5K - $22.4K
|
28.1K
$1.76M
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.92K+ 13.6% |
$224K - $245K
|
32.7K
$2.05M
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$1.43K - $1.57K
|
6.97K
$436K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.59K+ 6.1% |
$91.2K - $99.7K
|
27.7K
$1.73M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
992+ 3.47% |
$56.9K - $62.1K
|
29.6K
$1.85M
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.67K+ 29.66% |
$153K - $168K
|
11.7K
$732K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.01K- 25.33% |
$173K - $189K
|
8.87K
$556K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-5.64K- 70.75% |
$323K - $353K
|
2.33K
$146K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-653- 6.26% |
$37.4K - $40.9K
|
9.78K
$613K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88.3K+ 148.31% |
$5.06M - $5.53M
|
148K
$9.25M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.41K- 9.0% |
$80.8K - $88.3K
|
14.2K
$892K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.62K+ 31.34% |
$92.8K - $101K
|
6.79K
$425K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.15K+ 10.0% |
$65.9K - $72K
|
12.7K
$792K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.0% |
$57.3 - $62.7
|
66.4K
$4.16M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.27% |
$1.66K - $1.82K
|
10.9K
$682K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-67.9K- 10.93% |
$3.89M - $4.25M
|
554K
$34.7M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.6K- 0.44% |
$607K - $663K
|
2.4M
$150M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-454- 1.6% |
$26K - $28.4K
|
27.9K
$1.75M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-398- 9.29% |
$22.8K - $24.9K
|
3.89K
$243K
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13+ 0.3% |
$745 - $814
|
4.37K
$273K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.12KNew |
$351K - $384K
|
6.12K
$383K
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.49K- 1.71% |
$85.5K - $93.4K
|
85.6K
$5.36M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.18K- 6.91% |
$297K - $325K
|
69.8K
$4.37M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
943+ 1.46% |
$54.1K - $59.1K
|
65.5K
$4.1M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 7.68% |
$844K - $922K
|
206K
$12.9M
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.43K+ 4.82% |
$483K - $528K
|
184K
$11.5M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-402- 2.97% |
$23K - $25.2K
|
13.1K
$823K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
282+ 0.41% |
$16.2K - $17.7K
|
69K
$4.32M
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
159+ 4.52% |
$9.11K - $9.96K
|
3.68K
$230K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
110+ 0.45% |
$6.31K - $6.89K
|
24.8K
$1.55M
|