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 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-116- 0.94% |
$7.15K - $7.87K
|
12.3K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.91K+ 72.35% |
$118K - $130K
|
4.55K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-288- 2.0% |
$17.8K - $19.5K
|
14.1K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.52KNew |
$155K - $171K
|
2.52K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 3.07% |
$29.6K - $32.6K
|
15.2K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.48% |
$61.7 - $67.9
|
210
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.71% |
$2.84K - $3.12K
|
6.4K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-137- 3.96% |
$8.45K - $9.3K
|
3.33K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-240- 1.69% |
$14.8K - $16.3K
|
14K
$878K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-222- 0.6% |
$13.7K - $15.1K
|
36.7K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.22K- 70.09% |
$507K - $558K
|
3.51K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
21.7K+ 53.28% |
$1.34M - $1.47M
|
62.4K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-190- 3.15% |
$11.7K - $12.9K
|
5.84K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
587New |
$36.2K - $39.8K
|
587
$36.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.09% |
$1.23K - $1.36K
|
21.5K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.2K+ 4.05% |
$74K - $81.4K
|
30.8K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
79New |
$4.87K - $5.36K
|
79
$4.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.35KNew |
$207K - $228K
|
3.35K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15+ 0.35% |
$925 - $1.02K
|
4.29K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$61.7 - $67.9
|
107K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-324- 41.06% |
$20K - $22K
|
465
$29.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.47KNew |
$584K - $643K
|
9.47K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-365- 35.03% |
$22.5K - $24.8K
|
677
$42.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-562- 14.62% |
$34.7K - $38.1K
|
3.28K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-145- 1.3% |
$8.94K - $9.84K
|
11K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-8.35K- 2.25% |
$515K - $567K
|
362K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
827New |
$51K - $56.1K
|
827
$51.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$636K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.4% |
$1.3K - $1.43K
|
5.25K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.13K- 36.51% |
$69.7K - $76.7K
|
1.97K
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.51K- 0.84% |
$401K - $442K
|
764K
$48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
290+ 6.84% |
$17.9K - $19.7K
|
4.53K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.66KNew |
$164K - $180K
|
2.66K
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-230- 3.65% |
$14.2K - $15.6K
|
6.07K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-134- 1.48% |
$8.27K - $9.09K
|
8.91K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.68KNew |
$227K - $249K
|
3.68K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.7K- 35.51% |
$166K - $183K
|
4.9K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$12.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.25K+ 1.75% |
$324K - $356K
|
304K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 0.19% |
$3.33K - $3.66K
|
28.5K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.95K+ 17.11% |
$182K - $200K
|
20.2K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$200K - $221K
|
3.25K
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-73- 1.02% |
$4.5K - $4.95K
|
7.07K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-89- 2.57% |
$5.49K - $6.04K
|
3.37K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7.74K+ 5950.0% |
$477K - $525K
|
7.87K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-225- 5.34% |
$13.9K - $15.3K
|
3.99K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-5.02K- 81.35% |
$309K - $340K
|
1.15K
$72.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.58K+ 15.67% |
$591K - $650K
|
70.7K
$4.44M
|