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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-80- 5.6% |
$4.51K - $4.86K
|
1.35K
$84.9K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84- 0.24% |
$4.74K - $5.11K
|
35.3K
$2.22M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-32- 0.32% |
$1.81K - $1.95K
|
10K
$632K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-172- 31.27% |
$9.71K - $10.5K
|
378
$23.8K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5- 0.11% |
$282 - $304
|
4.68K
$294K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-107- 0.98% |
$6.04K - $6.5K
|
10.8K
$678K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-475- 3.14% |
$26.8K - $28.9K
|
14.6K
$921K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-85- 1.57% |
$4.8K - $5.17K
|
5.31K
$334K
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.7K+ 236.14% |
$717K - $772K
|
18.1K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
360New |
$20.3K - $21.9K
|
360
$22.6K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-27.2K- 79.77% |
$1.54M - $1.66M
|
6.91K
$435K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.13K- 7.22% |
$176K - $190K
|
40.1K
$2.53M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
305+ 5.15% |
$17.2K - $18.5K
|
6.23K
$392K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
244+ 8.44% |
$13.8K - $14.8K
|
3.13K
$197K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 21.76% |
$5.59K - $6.02K
|
554
$34.9K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-621- 14.0% |
$35K - $37.8K
|
3.81K
$240K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.95KNew |
$223K - $240K
|
3.95K
$248K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-325- 6.32% |
$18.3K - $19.8K
|
4.82K
$303K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34.6K- 95.33% |
$1.95M - $2.11M
|
1.7K
$107K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 61.62% |
$66.6K - $71.7K
|
735
$46.2K
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 2.21% |
$130K - $140K
|
102K
$6.41M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
203+ 1.95% |
$11.5K - $12.3K
|
10.6K
$668K
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-930- 13.68% |
$52.5K - $56.5K
|
5.87K
$369K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.72K- 29.78% |
$322K - $347K
|
13.5K
$848K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
125+ 6.22% |
$7.05K - $7.6K
|
2.14K
$134K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-67.5K- 80.13% |
$3.81M - $4.11M
|
16.8K
$1.05M
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
139KNew |
$7.86M - $8.47M
|
139K
$8.76M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-161K- 35.17% |
$9.11M - $9.81M
|
298K
$18.7M
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-50- 0.41% |
$2.82K - $3.04K
|
12.3K
$773K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.18KNew |
$236K - $254K
|
4.18K
$263K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.15K+ 109.85% |
$64.8K - $69.8K
|
2.2K
$138K
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
575+ 5.19% |
$32.4K - $35K
|
11.7K
$733K
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 19.78% |
$67.2K - $72.3K
|
7.21K
$453K
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-126K- 89.07% |
$7.13M - $7.68M
|
15.5K
$975K
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.32% |
$74.4K - $80.2K
|
58.2K
$3.66M
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.17KNew |
$517K - $557K
|
9.17K
$577K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19New |
$1.07K - $1.16K
|
19
$1.2K
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 33.83% |
$63.5K - $68.4K
|
4.45K
$280K
|
|
Aug 02, 2024
Q2 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-300- 3.0% |
$16.9K - $18.2K
|
9.7K
$610K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-447- 0.92% |
$25.2K - $27.2K
|
47.9K
$3.02M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
400+ 1.58% |
$22.6K - $24.3K
|
25.7K
$1.61M
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-145- 61.7% |
$8.18K - $8.81K
|
90
$5.66K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.89K- 6.3% |
$501K - $540K
|
132K
$8.31M
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
70+ 2.74% |
$3.95K - $4.26K
|
2.63K
$165K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
259+ 6.67% |
$14.6K - $15.7K
|
4.14K
$261K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-510- 11.06% |
$28.8K - $31K
|
4.1K
$258K
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.24K+ 28.66% |
$70.1K - $75.5K
|
5.58K
$351K
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$278K - $300K
|
4.93K
$310K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.82K- 17.29% |
$102K - $110K
|
8.69K
$546K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.15KNew |
$290K - $313K
|
5.15K
$324K
|