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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.26K+ 0.8% |
$386K - $425K
|
785K
$44.6M
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
505+ 0.55% |
$31.1K - $34.3K
|
92.2K
$5.25M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-111- 0.74% |
$6.85K - $7.53K
|
15K
$852K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-964- 4.8% |
$59.5K - $65.4K
|
19.1K
$1.09M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.32K- 2.88% |
$143K - $157K
|
78K
$4.44M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.46K- 23.73% |
$337K - $370K
|
17.5K
$998K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.7K- 2.42% |
$724K - $797K
|
473K
$26.9M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.59K+ 0.92% |
$345K - $379K
|
613K
$34.9M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
800+ 1.39% |
$49.3K - $54.3K
|
58.5K
$3.33M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-104K- 73.39% |
$6.43M - $7.07M
|
37.8K
$2.15M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
420+ 11.22% |
$25.9K - $28.5K
|
4.16K
$237K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
15.8K+ 15.01% |
$973K - $1.07M
|
121K
$6.88M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.06K+ 33.42% |
$189K - $208K
|
12.2K
$696K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-190- 1.3% |
$11.7K - $12.9K
|
14.5K
$822K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.65K+ 9.57% |
$163K - $180K
|
30.3K
$1.72M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
464+ 1.49% |
$28.6K - $31.5K
|
31.6K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 9.9% |
$3.08K - $3.39K
|
555
$31.6K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-324K- 3.77% |
$20M - $22M
|
8.29M
$472M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
295KNew |
$18.2M - $20M
|
295K
$16.8M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$35K - $38.5K
|
567
$32.3K
|
|
Feb 10, 2025
Q4 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
389KNew |
$24M - $26.4M
|
389K
$22.1M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
83New |
$5.12K - $5.63K
|
83
$4.72K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-48- 0.6% |
$2.96K - $3.26K
|
7.99K
$455K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.97% |
$120K - $133K
|
101K
$5.76M
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
14.1K+ 38.19% |
$872K - $960K
|
51.2K
$2.91M
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-185- 3.41% |
$11.4K - $12.6K
|
5.24K
$298K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-159- 2.29% |
$9.81K - $10.8K
|
6.8K
$387K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
344KNew |
$21.2M - $23.3M
|
344K
$19.6M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.81K+ 1.85% |
$173K - $190K
|
154K
$8.78M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-184- 14.73% |
$11.3K - $12.5K
|
1.07K
$60.6K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
710New |
$43.8K - $48.2K
|
710
$40.4K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-79.7K- 5.51% |
$4.92M - $5.41M
|
1.37M
$77.7M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-535- 4.62% |
$33K - $36.3K
|
11K
$628K
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.36KNew |
$207K - $228K
|
3.36K
$191K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.51K- 8.96% |
$216K - $238K
|
35.6K
$2.03M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.09K+ 0.53% |
$314K - $345K
|
963K
$54.8M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.47K+ 2.48% |
$275K - $303K
|
185K
$10.5M
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34+ 0.81% |
$2.1K - $2.31K
|
4.21K
$240K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.98KNew |
$184K - $202K
|
2.98K
$170K
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-313- 2.34% |
$19.3K - $21.2K
|
13.1K
$745K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-491- 4.1% |
$30.3K - $33.3K
|
11.5K
$654K
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
6.18KNew |
$381K - $419K
|
6.18K
$351K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.58K+ 1.33% |
$283K - $311K
|
349K
$19.9M
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-87.1K- 25.96% |
$5.37M - $5.91M
|
248K
$14.1M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.05% |
$185 - $204
|
5.82K
$331K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$94.1K - $104K
|
1.53K
$86.8K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.52K+ 8.97% |
$93.8K - $103K
|
18.5K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.15KNew |
$256K - $282K
|
4.15K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
890+ 0.67% |
$54.9K - $60.4K
|
133K
$7.57M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-272- 3.02% |
$16.8K - $18.5K
|
8.75K
$498K
|