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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 5.17% |
$188K - $205K
|
66.7K
$4.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.77K- 4.73% |
$101K - $111K
|
35.6K
$2.23M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
316+ 8.99% |
$18.1K - $19.8K
|
3.83K
$240K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
324+ 8.4% |
$18.6K - $20.3K
|
4.18K
$262K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-99.7K- 84.35% |
$5.71M - $6.24M
|
18.5K
$1.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.1% |
$287 - $313
|
5.1K
$319K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-56- 0.01% |
$3.21K - $3.51K
|
557K
$34.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.1K+ 47.87% |
$120K - $132K
|
6.49K
$406K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.1K- 16.9% |
$1.04M - $1.13M
|
88.9K
$5.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 7.68% |
$1M - $1.09M
|
244K
$15.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-683- 1.15% |
$39.1K - $42.8K
|
58.9K
$3.69M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$229 - $251
|
1.9K
$119K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-519- 2.16% |
$29.7K - $32.5K
|
23.6K
$1.47M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-462- 0.42% |
$26.5K - $28.9K
|
110K
$6.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.33K- 1.45% |
$248K - $271K
|
294K
$18.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.41KNew |
$196K - $214K
|
3.41K
$214K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65K- 6.6% |
$3.73M - $4.07M
|
921K
$57.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
675+ 0.83% |
$38.7K - $42.3K
|
82.3K
$5.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
41.3K+ 202.09% |
$2.37M - $2.59M
|
61.8K
$3.87M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
324+ 69.68% |
$18.6K - $20.3K
|
789
$49.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-411- 2.36% |
$23.6K - $25.7K
|
17K
$1.07M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.96K- 5.32% |
$112K - $123K
|
34.9K
$2.18M
|
|
| Q2 2024 | |||||||
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.99K- 10.59% |
$112K - $121K
|
16.8K
$1.05M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
28.1K+ 382.18% |
$1.59M - $1.71M
|
35.5K
$2.22M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
37.7K+ 2648.98% |
$2.13M - $2.29M
|
39.2K
$2.45M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
846+ 8.34% |
$47.7K - $51.4K
|
11K
$688K
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-272- 2.97% |
$15.3K - $16.5K
|
8.9K
$557K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.22K+ 40.96% |
$351K - $378K
|
21.4K
$1.34M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.8KNew |
$271K - $292K
|
4.8K
$301K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
34+ 0.28% |
$1.92K - $2.07K
|
12K
$754K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-92.3K- 58.08% |
$5.21M - $5.61M
|
66.6K
$4.17M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
405New |
$22.9K - $24.6K
|
405
$25.4K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.55K- 14.15% |
$144K - $155K
|
15.4K
$967K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-476- 44.91% |
$26.9K - $28.9K
|
584
$36.6K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
444+ 400.0% |
$25.1K - $27K
|
555
$34.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.85% |
$56.4 - $60.8
|
118
$7.39K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9.53K- 83.4% |
$538K - $580K
|
1.9K
$119K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
317+ 2.4% |
$17.9K - $19.3K
|
13.5K
$847K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-266K- 89.33% |
$15M - $16.2M
|
31.8K
$1.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.48KNew |
$196K - $211K
|
3.48K
$218K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-461- 3.4% |
$26K - $28K
|
13.1K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.18% |
$677 - $729
|
6.63K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-360- 0.03% |
$20.3K - $21.9K
|
1.04M
$65.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-750- 5.75% |
$42.3K - $45.6K
|
12.3K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.79KNew |
$214K - $230K
|
3.79K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-20.3K- 39.39% |
$1.15M - $1.23M
|
31.2K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
73KNew |
$4.12M - $4.44M
|
73K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$11.3K - $12.2K
|
200
$12.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.75K+ 7.25% |
$99K - $107K
|
26K
$1.62M
|
|