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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-726K- 23.18% |
$44.8M - $49.3M
|
2.41M
$137M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.72KNew |
$414K - $456K
|
6.72K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.65K- 2.25% |
$287K - $315K
|
201K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
5New |
$308 - $339
|
5
$285
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
265+ 0.83% |
$16.3K - $18K
|
32.3K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
802K+ 528.05% |
$49.5M - $54.4M
|
954K
$54.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-226K- 28.39% |
$14M - $15.4M
|
571K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
3.55K+ 12.92% |
$219K - $241K
|
31K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.12% |
$617 - $679
|
8.36K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.03KNew |
$63.5K - $69.9K
|
1.03K
$58.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
285+ 4.56% |
$17.6K - $19.3K
|
6.54K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.93K+ 10.93% |
$180K - $199K
|
29.7K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.4KNew |
$210K - $231K
|
3.4K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.97K+ 9.54% |
$183K - $202K
|
34.1K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-155- 1.91% |
$9.56K - $10.5K
|
7.96K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.35K+ 15.87% |
$268K - $295K
|
31.7K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
290New |
$17.9K - $19.7K
|
290
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.09% |
$6.04K - $6.65K
|
4.58K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.02K- 1.93% |
$62.9K - $69.2K
|
51.7K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.28K+ 17.08% |
$264K - $291K
|
29.4K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.15K+ 2.82% |
$256K - $282K
|
151K
$8.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.2% |
$123 - $136
|
988
$56.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
2.29KNew |
$141K - $155K
|
2.29K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.3K- 17.03% |
$80.2K - $88.2K
|
6.34K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
22.9K+ 7.17% |
$1.41M - $1.56M
|
343K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
24.1KNew |
$1.49M - $1.63M
|
24.1K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 6.39% |
$7.85M - $8.64M
|
1.86M
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.62K+ 0.72% |
$593K - $653K
|
1.34M
$76.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
38+ 0.05% |
$2.34K - $2.58K
|
78.1K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 1.65% |
$9.31K - $10.2K
|
9.29K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-200- 2.76% |
$12.3K - $13.6K
|
7.06K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.22K- 3.58% |
$75.2K - $82.8K
|
32.8K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
470K+ 1538.45% |
$29M - $31.9M
|
500K
$28.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-125- 5.85% |
$7.71K - $8.48K
|
2.01K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$256K - $282K
|
4.16K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.46K- 68.72% |
$460K - $506K
|
3.4K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45- 0.07% |
$2.78K - $3.05K
|
60.3K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.72K+ 5.18% |
$106K - $117K
|
35K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276K+ 3.92% |
$17M - $18.7M
|
7.33M
$417M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.03K- 2.61% |
$248K - $273K
|
151K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.64% |
$82.9K - $91.2K
|
38.2K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
352New |
$21.7K - $23.9K
|
352
$20K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.11KNew |
$68.3K - $75.2K
|
1.11K
$63.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.9KNew |
$3.2M - $3.52M
|
51.9K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.53K - $2.78K
|
41
$2.33K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.1K- 0.51% |
$1.67M - $1.84M
|
5.26M
$299M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-455- 8.39% |
$28.1K - $30.9K
|
4.97K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.03K+ 4.37% |
$187K - $206K
|
72.4K
$4.12M
|