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 |
---|---|---|---|---|---|---|---|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.64KNew |
$101K - $111K
|
1.64K
$103K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.32KNew |
$143K - $158K
|
2.32K
$146K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-20Closed |
$1.23K - $1.36K
|
0
$0
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$170K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
497+ 2.55% |
$30.7K - $33.7K
|
20K
$1.25M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.11K- 6.43% |
$377K - $415K
|
88.9K
$5.58M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.45KNew |
$521K - $573K
|
8.45K
$531K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.8KNew |
$788K - $867K
|
12.8K
$802K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.2K- 34.84% |
$1.49M - $1.64M
|
45.2K
$2.84M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
611+ 0.51% |
$37.7K - $41.5K
|
122K
$7.63M
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.42K- 38.78% |
$211K - $232K
|
5.4K
$339K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.41% |
$1.73K - $1.9K
|
6.83K
$429K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.36K+ 8.17% |
$146K - $160K
|
31.3K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.05K- 8.84% |
$64.8K - $71.3K
|
10.8K
$680K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.7KNew |
$1.46M - $1.61M
|
23.7K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.33K+ 35.61% |
$390K - $429K
|
24.1K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
974+ 3.32% |
$60.1K - $66.1K
|
30.3K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
659+ 7.91% |
$40.6K - $44.7K
|
8.99K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.96% |
$49.3K - $54.3K
|
9.73K
$611K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
355+ 95.17% |
$21.9K - $24.1K
|
728
$45.7K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.57KNew |
$96.9K - $107K
|
1.57K
$98.6K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.52KNew |
$402K - $443K
|
6.52K
$409K
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
9.56KNew |
$590K - $649K
|
9.56K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
112+ 2.48% |
$6.91K - $7.6K
|
4.63K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.36K- 7.54% |
$145K - $160K
|
28.9K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
17.6K+ 2.17% |
$1.08M - $1.19M
|
828K
$52M
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30- 0.82% |
$1.85K - $2.04K
|
3.63K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.74K- 30.98% |
$107K - $118K
|
3.87K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.6M- 41.65% |
$160M - $176M
|
3.64M
$229M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
10.8KNew |
$666K - $733K
|
10.8K
$678K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36.1K+ 432.07% |
$2.23M - $2.45M
|
44.4K
$2.79M
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-33- 0.77% |
$2.04K - $2.24K
|
4.25K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 0.25% |
$3.08K - $3.39K
|
19.6K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 10.55% |
$2.96K - $3.26K
|
407
$25.6K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-95- 2.83% |
$5.86K - $6.45K
|
3.27K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1KNew |
$685K - $754K
|
11.1K
$698K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.19K+ 6.74% |
$382K - $420K
|
98K
$6.15M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
359+ 16.7% |
$22.1K - $24.4K
|
2.51K
$158K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
21.8KNew |
$1.34M - $1.48M
|
21.8K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$135K
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
8.13KNew |
$501K - $551K
|
8.13K
$510K
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.33KNew |
$205K - $226K
|
3.33K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
435New |
$26.8K - $29.5K
|
435
$27.3K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
161+ 2.62% |
$9.93K - $10.9K
|
6.3K
$395K
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
927+ 9.84% |
$57.2K - $62.9K
|
10.3K
$650K
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
348KNew |
$21.4M - $23.6M
|
348K
$21.8M
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.64KNew |
$225K - $247K
|
3.64K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
56.4KNew |
$3.48M - $3.82M
|
56.4K
$3.54M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
940New |
$58K - $63.8K
|
940
$59K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5New |
$308 - $339
|
5
$314
|