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 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.04K+ 0.38% |
$63.8K - $70.2K
|
273K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85KNew |
$237K - $261K
|
3.85K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
11.6KNew |
$714K - $786K
|
11.6K
$659K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.21K- 23.27% |
$74.6K - $82.1K
|
3.99K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13K+ 2.6% |
$799K - $879K
|
511K
$29.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.12% |
$1.67K - $1.83K
|
22.9K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-540- 10.81% |
$33.3K - $36.6K
|
4.46K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.17KNew |
$566K - $623K
|
9.17K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
523+ 0.13% |
$32.3K - $35.5K
|
394K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
63+ 0.29% |
$3.89K - $4.28K
|
22K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.72K+ 6.38% |
$168K - $184K
|
45.3K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7.82K- 3.23% |
$482K - $530K
|
234K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.71% |
$2.16K - $2.38K
|
4.97K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7.1K+ 1.82% |
$438K - $482K
|
398K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.93K- 11.06% |
$180K - $199K
|
23.5K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
15.7KNew |
$968K - $1.07M
|
15.7K
$893K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.2K+ 83.36% |
$692K - $761K
|
24.7K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.3KNew |
$760K - $836K
|
12.3K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-537- 1.64% |
$33.1K - $36.4K
|
32.2K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.9KNew |
$241K - $265K
|
3.9K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
108K+ 194.52% |
$6.65M - $7.32M
|
163K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.52K+ 0.92% |
$155K - $171K
|
278K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.18K- 0.76% |
$258K - $283K
|
548K
$31.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
915+ 116.56% |
$56.4K - $62.1K
|
1.7K
$96.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.13% |
$370 - $407
|
4.47K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
116+ 0.43% |
$7.15K - $7.87K
|
27.2K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
458+ 0.78% |
$28.2K - $31.1K
|
58.9K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.02KNew |
$309K - $340K
|
5.02K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-514- 1.29% |
$31.7K - $34.9K
|
39.3K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
5.38KNew |
$332K - $365K
|
5.38K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-214- 0.69% |
$13.2K - $14.5K
|
30.9K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-114- 1.05% |
$7.03K - $7.74K
|
10.7K
$609K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.43K- 27.53% |
$273K - $300K
|
11.7K
$663K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21K- 3.8% |
$1.3M - $1.43M
|
532K
$30.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 27.64% |
$173K - $191K
|
13K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.5K- 11.16% |
$2.43M - $2.68M
|
314K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
11.7K+ 2.5% |
$723K - $795K
|
480K
$27.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5.16K+ 1.96% |
$318K - $350K
|
269K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.2K+ 79.08% |
$1.12M - $1.24M
|
41.2K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
17.2KNew |
$1.06M - $1.16M
|
17.2K
$976K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-119- 1.05% |
$7.34K - $8.08K
|
11.3K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.32K- 4.69% |
$328K - $361K
|
108K
$6.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$90.2K - $99.3K
|
1.46K
$83.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
22.5K+ 1.65% |
$1.39M - $1.53M
|
1.38M
$78.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41.9K+ 10.91% |
$2.59M - $2.85M
|
426K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.7K+ 36.53% |
$1.09M - $1.2M
|
66.2K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$838K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
33.3K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.6KNew |
$4.79M - $5.27M
|
77.6K
$4.42M
|