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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.13K- 20.47% |
$131K - $144K
|
8.26K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
827New |
$51K - $56.1K
|
827
$47.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
215+ 4.61% |
$13.3K - $14.6K
|
4.88K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.4% |
$1.3K - $1.43K
|
5.25K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.1K- 28.59% |
$130K - $143K
|
5.25K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 0.48% |
$5.86K - $6.45K
|
19.8K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.13K- 36.51% |
$69.7K - $76.7K
|
1.97K
$112K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.51K- 0.84% |
$401K - $442K
|
764K
$43.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
290+ 6.84% |
$17.9K - $19.7K
|
4.53K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.23% |
$3.08K - $3.39K
|
21.6K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 12.95% |
$133K - $146K
|
14.5K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.66KNew |
$164K - $180K
|
2.66K
$151K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-230- 3.65% |
$14.2K - $15.6K
|
6.07K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-134- 1.48% |
$8.27K - $9.09K
|
8.91K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.68KNew |
$227K - $249K
|
3.68K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-198- 3.88% |
$12.2K - $13.4K
|
4.9K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 3.87% |
$21.2K - $23.3K
|
9.21K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.28K+ 34.81% |
$387K - $426K
|
24.3K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
434K+ 2457.35% |
$26.8M - $29.5M
|
452K
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.32K+ 10.03% |
$81.4K - $89.6K
|
14.5K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$184K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 2.26% |
$884K - $973K
|
621K
$35.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.7K- 35.51% |
$166K - $183K
|
4.9K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$11.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.25K+ 1.75% |
$324K - $356K
|
304K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
495+ 0.55% |
$30.5K - $33.6K
|
89.8K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 0.19% |
$3.33K - $3.66K
|
28.5K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.95K+ 17.11% |
$182K - $200K
|
20.2K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$200K - $221K
|
3.25K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.27K+ 4.14% |
$325K - $358K
|
133K
$7.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$308 - $339
|
6.89K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-73- 1.02% |
$4.5K - $4.95K
|
7.07K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-89- 2.57% |
$5.49K - $6.04K
|
3.37K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7.74K+ 5950.0% |
$477K - $525K
|
7.87K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-983- 3.49% |
$60.6K - $66.7K
|
27.1K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.05% |
$370 - $407
|
11.6K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.23K+ 4.44% |
$137K - $151K
|
52.4K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-33- 0.76% |
$2.04K - $2.24K
|
4.33K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
580+ 27.82% |
$35.8K - $39.4K
|
2.67K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.02K- 81.35% |
$309K - $340K
|
1.15K
$65.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.59KNew |
$221K - $244K
|
3.59K
$204K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.58K+ 15.67% |
$591K - $650K
|
70.7K
$4.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
192+ 3.1% |
$11.8K - $13K
|
6.38K
$363K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$256K - $282K
|
4.16K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.25% |
$1.85K - $2.04K
|
1.36K
$77.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
748+ 1.05% |
$46.1K - $50.8K
|
72.3K
$4.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
288+ 6.8% |
$17.8K - $19.5K
|
4.52K
$257K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.77K- 4.16% |
$171K - $188K
|
63.9K
$3.63M
|