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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-666- 12.81% |
$38.1K - $43.8K
|
4.54K
$285K
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
28+ 0.25% |
$1.6K - $1.84K
|
11.3K
$712K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 11.04% |
$201K - $231K
|
35.3K
$2.22M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.26K - $1.45K
|
10.9K
$687K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-721- 6.27% |
$41.2K - $47.4K
|
10.8K
$676K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.95K+ 2.82% |
$112K - $128K
|
71.3K
$4.48M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
27.2K+ 16.14% |
$1.55M - $1.79M
|
195K
$12.3M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.3K- 4.36% |
$591K - $679K
|
226K
$14.2M
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
15.9K+ 6.24% |
$910K - $1.05M
|
271K
$17M
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
111+ 2.3% |
$6.35K - $7.3K
|
4.94K
$310K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.4K- 7.12% |
$598K - $688K
|
136K
$8.56M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
231+ 2.65% |
$13.2K - $15.2K
|
8.95K
$562K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
4.76K
$299K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
77.3K+ 8.75% |
$4.42M - $5.09M
|
961K
$60.3M
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2KNew |
$68.7K - $79K
|
1.2K
$75.3K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$57.2 - $65.8
|
1.28K
$80.3K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.59% |
$3.09K - $3.55K
|
9.14K
$574K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 4.28% |
$81.5K - $93.8K
|
31.8K
$2M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
110+ 2.33% |
$6.29K - $7.24K
|
4.84K
$304K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
470+ 4.73% |
$26.9K - $30.9K
|
10.4K
$653K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-955- 9.23% |
$54.6K - $62.8K
|
9.39K
$589K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.17K+ 2.94% |
$124K - $143K
|
76.1K
$4.78M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.5K+ 13.22% |
$1.58M - $1.81M
|
236K
$14.8M
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 2.0% |
$72.3K - $83.1K
|
64.4K
$4.04M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-655- 2.43% |
$37.5K - $43.1K
|
26.4K
$1.65M
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
604+ 12.3% |
$34.6K - $39.7K
|
5.51K
$346K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 1.05% |
$2.29K - $2.63K
|
3.87K
$243K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 10.06% |
$13.4K - $15.5K
|
2.1K
$132K
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.1K- 7.0% |
$234K - $269K
|
54.4K
$3.42M
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-3.61K- 1.04% |
$206K - $237K
|
342K
$21.5M
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.3K- 3.3% |
$246K - $283K
|
126K
$7.91M
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-115- 0.41% |
$6.58K - $7.57K
|
27.8K
$1.75M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
25.3K+ 3.32% |
$1.45M - $1.66M
|
786K
$49.3M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78.8K- 95.76% |
$4.51M - $5.19M
|
3.49K
$219K
|
|
Q4 2024 | |||||||
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-51- 1.56% |
$3.15K - $3.46K
|
3.22K
$202K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.81K+ 3.65% |
$112K - $123K
|
51.4K
$3.23M
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.12% |
$678 - $747
|
9.35K
$587K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.72KNew |
$229K - $252K
|
3.72K
$233K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-266K- 10.8% |
$16.4M - $18M
|
2.19M
$138M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.31K- 21.13% |
$204K - $225K
|
12.3K
$775K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-68.9K- 30.3% |
$4.25M - $4.67M
|
158K
$9.95M
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
78+ 2.24% |
$4.81K - $5.29K
|
3.57K
$224K
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-78.4K- 28.01% |
$4.83M - $5.32M
|
201K
$12.6M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
25New |
$1.54K - $1.7K
|
25
$1.57K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.38KNew |
$517K - $568K
|
8.38K
$526K
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
18.9KNew |
$1.17M - $1.29M
|
18.9K
$1.19M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.68KNew |
$104K - $114K
|
1.68K
$105K
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
21.8KNew |
$1.35M - $1.48M
|
21.8K
$1.37M
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 2.93% |
$70.3K - $77.4K
|
37.7K
$2.37M
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
30.1K+ 107.09% |
$1.86M - $2.04M
|
58.2K
$3.65M
|