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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.91K+ 1.45% |
$180K - $198K
|
204K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61K+ 3.97% |
$3.76M - $4.14M
|
1.6M
$90.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
4.94KNew |
$304K - $335K
|
4.94K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.51K+ 3.2% |
$93.4K - $103K
|
48.8K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-7- -0.0% |
$432 - $475
|
204K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.42K- 15.65% |
$211K - $232K
|
18.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-61.1K- 63.09% |
$3.77M - $4.15M
|
35.7K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 4.46% |
$18.5K - $20.4K
|
7.03K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-2.69K- 40.2% |
$166K - $183K
|
4.01K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.81K+ 25.8% |
$420K - $462K
|
33.2K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422- 2.43% |
$26K - $28.6K
|
17K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.6MNew |
$2.2B - $2.42B
|
35.6M
$2.03B
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
910+ 1.16% |
$56.1K - $61.8K
|
79.1K
$4.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
715+ 2.58% |
$44.1K - $48.5K
|
28.5K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
516+ 3.43% |
$31.8K - $35K
|
15.6K
$886K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.32K+ 74.42% |
$451K - $496K
|
17.1K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-12K- 1.19% |
$737K - $811K
|
995K
$56.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-719- 3.08% |
$44.3K - $48.8K
|
22.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-4.33K- 16.04% |
$267K - $294K
|
22.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
50.5KNew |
$3.12M - $3.43M
|
50.5K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-309- 1.11% |
$19.1K - $21K
|
27.5K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.19K- 1.08% |
$320K - $352K
|
476K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46.3K+ 11.47% |
$2.85M - $3.14M
|
450K
$25.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
56.6KNew |
$3.49M - $3.84M
|
56.6K
$3.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.53K+ 124.48% |
$279K - $307K
|
8.16K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10K+ 0.65% |
$620K - $682K
|
1.56M
$89M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-41.8K- 22.42% |
$2.58M - $2.84M
|
145K
$8.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
436+ 2.72% |
$26.9K - $29.6K
|
16.5K
$937K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
218KNew |
$13.5M - $14.8M
|
218K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-535K- 16.88% |
$33M - $36.3M
|
2.63M
$150M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.32% |
$678 - $747
|
3.48K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-42- 0.75% |
$2.59K - $2.85K
|
5.57K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
332+ 2.23% |
$20.5K - $22.5K
|
15.2K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.21% |
$61.7 - $67.9
|
477
$27.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.32% |
$185 - $204
|
930
$52.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 5.78% |
$802 - $882
|
212
$12.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.15K- 5.11% |
$132K - $146K
|
39.9K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.49K+ 33.48% |
$277K - $305K
|
17.9K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 0.05% |
$308 - $339
|
9.65K
$549K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.63K+ 1075.67% |
$224K - $246K
|
3.96K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.43K+ 5.17% |
$273K - $301K
|
90.2K
$5.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.0% |
$61.7 - $67.9
|
24.4K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.37% |
$61.7 - $67.9
|
74
$4.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.5K+ 2818.15% |
$958K - $1.05M
|
16.1K
$915K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750New |
$46.3K - $50.9K
|
750
$42.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
676+ 3.55% |
$41.7K - $45.9K
|
19.7K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-449- 7.62% |
$27.7K - $30.5K
|
5.44K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.81K- 7.97% |
$173K - $191K
|
32.4K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
512K+ 16.59% |
$31.6M - $34.8M
|
3.6M
$205M
|