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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.54KNew |
$369K - $397K
|
6.54K
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.37KNew |
$303K - $327K
|
5.37K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-49- 0.8% |
$2.77K - $2.98K
|
6.1K
$384K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
12.2K+ 149.97% |
$688K - $742K
|
20.3K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30.6KNew |
$1.73M - $1.86M
|
30.6K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
985+ 48.36% |
$55.6K - $59.9K
|
3.02K
$190K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-680- 8.87% |
$38.4K - $41.3K
|
6.99K
$440K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$638K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16New |
$903 - $973
|
16
$1.01K
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
94.4K+ 147.43% |
$5.33M - $5.74M
|
158K
$9.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
41.9KNew |
$2.36M - $2.55M
|
41.9K
$2.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-225- 13.63% |
$12.7K - $13.7K
|
1.43K
$89.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.76K- 2.68% |
$99.3K - $107K
|
64K
$4.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-25- 0.4% |
$1.41K - $1.52K
|
6.3K
$396K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
12K+ 267.2% |
$675K - $727K
|
16.4K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$77.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1- 0.01% |
$56.4 - $60.8
|
17.5K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-379- 1.39% |
$21.4K - $23K
|
27K
$1.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-417- 3.6% |
$23.5K - $25.3K
|
11.2K
$703K
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
5K+ 400.0% |
$282K - $304K
|
6.25K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
320+ 1.09% |
$18.1K - $19.5K
|
29.6K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
120+ 1.18% |
$6.77K - $7.29K
|
10.3K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-415- 10.55% |
$23.4K - $25.2K
|
3.52K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-215- 3.86% |
$12.1K - $13.1K
|
5.35K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84K+ 219.53% |
$4.74M - $5.1M
|
122K
$7.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.89KNew |
$276K - $297K
|
4.89K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5- 0.13% |
$282 - $304
|
3.87K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591- 9.58% |
$33.4K - $35.9K
|
5.58K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$564 - $608
|
10
$629
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.8K- 44.15% |
$553K - $596K
|
12.4K
$780K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.82K- 12.98% |
$102K - $110K
|
12.2K
$765K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-411- 1.15% |
$23.2K - $25K
|
35.2K
$2.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 1167.62% |
$69.2K - $74.5K
|
1.33K
$83.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$96.2K - $104K
|
1.71K
$107K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-36- 0.48% |
$2.03K - $2.19K
|
7.45K
$468K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$234K - $253K
|
4.16K
$261K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.48% |
$508 - $547
|
1.89K
$119K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1New |
$56.4 - $60.8
|
1
$62.9
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
246+ 0.51% |
$13.9K - $15K
|
48.3K
$3.04M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 38.16% |
$108K - $116K
|
3.1K
$195K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
6.05KNew |
$341K - $368K
|
6.05K
$381K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-135K- 16.5% |
$7.68M - $38.4M
|
683K
$42.9M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
46.6K+ 402.66% |
$2.66M - $13.3M
|
58.2K
$3.66M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$224K
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$209K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.87K+ 395.93% |
$277K - $1.39M
|
6.1K
$383K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 443.91% |
$285K - $1.42M
|
6.12K
$385K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 400.0% |
$71.8K - $359K
|
1.58K
$99.1K
|
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
452+ 400.0% |
$25.8K - $129K
|
565
$35.5K
|
|