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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.69K+ 356.84% |
$153K - $766K
|
3.44K
$216K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15New |
$855 - $4.27K
|
15
$944
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
565New |
$32.2K - $161K
|
565
$35.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
137K+ 342.29% |
$7.83M - $39.2M
|
178K
$11.2M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
25.4K+ 370.8% |
$1.45M - $7.24M
|
32.3K
$2.03M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.09K+ 400.0% |
$62K - $310K
|
1.36K
$85.6K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
255New |
$14.5K - $72.7K
|
255
$16K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
740+ 400.0% |
$42.2K - $211K
|
925
$58.2K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.61K+ 400.0% |
$206K - $1.03M
|
4.52K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
4.72K+ 400.0% |
$269K - $1.35M
|
5.9K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204+ 400.0% |
$11.6K - $58.1K
|
255
$16K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
760+ 400.0% |
$43.3K - $217K
|
950
$59.8K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.09K+ 400.0% |
$290K - $1.45M
|
6.37K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
13.2K+ 400.0% |
$750K - $3.75M
|
16.5K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
2.5KNew |
$142K - $712K
|
2.5K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.64K+ 400.0% |
$93.7K - $469K
|
2.06K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.9KNew |
$222K - $1.11M
|
3.9K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
44.7KNew |
$2.55M - $12.7M
|
44.7K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200+ 400.0% |
$11.4K - $57K
|
250
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.92K+ 324.89% |
$167K - $833K
|
3.82K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.3K+ 496.0% |
$1.1M - $5.51M
|
23.2K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.85K+ 400.0% |
$276K - $1.38M
|
6.06K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.88K+ 400.0% |
$278K - $1.39M
|
6.1K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.24KNew |
$241K - $1.21M
|
4.24K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.5KNew |
$1.28M - $6.4M
|
22.5K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
28.7KNew |
$1.63M - $8.17M
|
28.7K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.46K+ 284.2% |
$140K - $702K
|
3.33K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 20.6% |
$108K - $541K
|
11.1K
$700K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
500+ 400.0% |
$28.5K - $142K
|
625
$39.3K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.48KNew |
$198K - $992K
|
3.48K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.5K+ 378.35% |
$199K - $996K
|
4.42K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.18K+ 400.0% |
$181K - $906K
|
3.98K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.84K+ 400.0% |
$390K - $1.95M
|
8.55K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7.14K+ 400.0% |
$407K - $2.04M
|
8.93K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.61K+ 479.65% |
$206K - $1.03M
|
4.36K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.9K+ 400.0% |
$108K - $541K
|
2.38K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.98KNew |
$226K - $1.13M
|
3.98K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-56.8K- 65.53% |
$3.24M - $16.2M
|
29.9K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4.58K+ 400.0% |
$261K - $1.31M
|
5.73K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 663.31% |
$646K - $3.23M
|
13K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
385New |
$21.9K - $110K
|
385
$24.2K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.79K+ 400.0% |
$273K - $1.37M
|
5.99K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
232KNew |
$13.2M - $66.1M
|
232K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
982K+ 426.93% |
$56M - $280M
|
1.21M
$76.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
923K+ 531.75% |
$52.6M - $263M
|
1.1M
$69M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 400.0% |
$220K - $1.1M
|
4.83K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
350+ 333.33% |
$19.9K - $99.7K
|
455
$28.6K
|