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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.85KNew |
$237K - $261K
|
3.85K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.21K- 23.27% |
$74.6K - $82.1K
|
3.99K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13K+ 2.6% |
$799K - $879K
|
511K
$32.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.12% |
$1.67K - $1.83K
|
22.9K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-540- 10.81% |
$33.3K - $36.6K
|
4.46K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
523+ 0.13% |
$32.3K - $35.5K
|
394K
$24.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.93K- 11.06% |
$180K - $199K
|
23.5K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
15.7KNew |
$968K - $1.07M
|
15.7K
$986K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.9KNew |
$241K - $265K
|
3.9K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
108K+ 194.52% |
$6.65M - $7.32M
|
163K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.18K- 0.76% |
$258K - $283K
|
548K
$34.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
915+ 116.56% |
$56.4K - $62.1K
|
1.7K
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.02KNew |
$309K - $340K
|
5.02K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
5.38KNew |
$332K - $365K
|
5.38K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
225+ 5.2% |
$13.9K - $15.3K
|
4.55K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-114- 1.05% |
$7.03K - $7.74K
|
10.7K
$672K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.43K- 27.53% |
$273K - $300K
|
11.7K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 27.64% |
$173K - $191K
|
13K
$815K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.5K- 11.16% |
$2.43M - $2.68M
|
314K
$19.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
17.2KNew |
$1.06M - $1.16M
|
17.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-119- 1.05% |
$7.34K - $8.08K
|
11.3K
$707K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.32K- 4.69% |
$328K - $361K
|
108K
$6.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41.9K+ 10.91% |
$2.59M - $2.85M
|
426K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
33.3K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.09KNew |
$252K - $278K
|
4.09K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7K+ 7.67% |
$783K - $861K
|
178K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.06KNew |
$189K - $207K
|
3.06K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
30+ 1.14% |
$1.85K - $2.04K
|
2.66K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
180+ 1.21% |
$11.1K - $12.2K
|
15.1K
$948K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
302+ 7.42% |
$18.6K - $20.5K
|
4.37K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.5K+ 124.65% |
$769K - $846K
|
22.5K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.54KNew |
$465K - $512K
|
7.54K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
57New |
$3.52K - $3.87K
|
57
$3.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-108- 1.89% |
$6.66K - $7.33K
|
5.61K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.75KNew |
$108K - $119K
|
1.75K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-23.6K- 80.82% |
$1.46M - $1.6M
|
5.61K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
275+ 59.78% |
$17K - $18.7K
|
735
$46.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.26% |
$2.53K - $2.78K
|
15.5K
$973K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-350- 4.6% |
$21.6K - $23.8K
|
7.26K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.45K- 29.51% |
$213K - $234K
|
8.24K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
589+ 499.15% |
$36.3K - $40K
|
707
$44.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85- 0.58% |
$5.24K - $5.77K
|
14.6K
$919K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.85KNew |
$114K - $126K
|
1.85K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$9.25K - $10.2K
|
150
$9.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$2.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12.3K- 21.06% |
$757K - $833K
|
46K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
301K+ 1485.93% |
$18.6M - $20.4M
|
321K
$20.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.4K+ 51.98% |
$3.05M - $3.35M
|
144K
$9.07M
|