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 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.02K+ 9.66% |
$173K - $189K
|
34.3K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-472- 9.06% |
$27.1K - $29.6K
|
4.74K
$297K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 0.33% |
$2.52K - $2.76K
|
13.5K
$846K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-150- 1.53% |
$8.6K - $9.4K
|
9.64K
$604K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-475- 0.55% |
$27.2K - $29.8K
|
85.6K
$5.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.35KNew |
$192K - $210K
|
3.35K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-957- 7.09% |
$54.9K - $60K
|
12.5K
$786K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.57K- 0.24% |
$89.8K - $98.2K
|
661K
$41.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.01K+ 8.78% |
$517K - $565K
|
112K
$6.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-82- 0.5% |
$4.7K - $5.14K
|
16.3K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
12.4K+ 7.72% |
$713K - $780K
|
174K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.03K- 6.28% |
$116K - $127K
|
30.2K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
170+ 2.95% |
$9.74K - $10.7K
|
5.94K
$372K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.88K- 0.4% |
$108K - $118K
|
474K
$29.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
454+ 1.93% |
$26K - $28.4K
|
24K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
586+ 2.44% |
$33.6K - $36.7K
|
24.6K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-601- 2.18% |
$34.4K - $37.7K
|
27K
$1.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.42K+ 24.07% |
$81.4K - $89K
|
7.32K
$458K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 39.01% |
$638K - $697K
|
17.4K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.69K+ 14.87% |
$269K - $294K
|
36.2K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.3K+ 2.86% |
$132K - $144K
|
82.7K
$5.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$57.3 - $62.7
|
4.24K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 4.75% |
$171K - $187K
|
59.8K
$3.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-42- 0.46% |
$2.41K - $2.63K
|
9.04K
$566K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.88K
|
11.3K
$709K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-630- 5.8% |
$36.1K - $39.5K
|
10.2K
$641K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.16% |
$115 - $125
|
1.28K
$80K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.85K- 4.26% |
$278K - $304K
|
109K
$6.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-277- 6.88% |
$15.9K - $17.4K
|
3.75K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-176- 1.55% |
$10.1K - $11K
|
11.2K
$698K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.7K+ 80.96% |
$155K - $169K
|
6.04K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
8.07K+ 2.18% |
$462K - $505K
|
377K
$23.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-426- 0.59% |
$24.4K - $26.7K
|
71.6K
$4.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
40.6K+ 9.23% |
$2.33M - $2.55M
|
481K
$30.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4K+ 12.56% |
$229K - $251K
|
35.9K
$2.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.49K- 76.43% |
$372K - $406K
|
2K
$125K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
4.69K+ 1.89% |
$269K - $294K
|
252K
$15.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.04K+ 1.09% |
$59.6K - $65.2K
|
96.8K
$6.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-635- 3.42% |
$36.4K - $39.8K
|
17.9K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
492+ 0.37% |
$28.2K - $30.8K
|
132K
$8.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-8.7K- 0.76% |
$499K - $545K
|
1.14M
$71.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.83K+ 10.88% |
$334K - $365K
|
59.4K
$3.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
43.9K+ 3.86% |
$2.52M - $2.75M
|
1.18M
$73.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
58+ 0.5% |
$3.32K - $3.63K
|
11.6K
$726K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
518+ 1.31% |
$29.7K - $32.5K
|
40.1K
$2.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-644- 2.71% |
$36.9K - $40.3K
|
23.1K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-215- 1.07% |
$12.3K - $13.5K
|
19.8K
$1.24M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-86.8K- 9.96% |
$4.97M - $5.44M
|
785K
$49.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.04K+ 12.37% |
$174K - $191K
|
27.6K
$1.73M
|