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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.46K- 60.83% |
$198K - $216K
|
2.23K
$127K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-516- 12.71% |
$29.6K - $32.3K
|
3.54K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.38K- 18.26% |
$136K - $149K
|
10.6K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.85K+ 50.6% |
$565K - $617K
|
29.3K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-576- 0.46% |
$33K - $36.1K
|
126K
$7.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
80New |
$4.59K - $5.01K
|
80
$4.55K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.3K+ 25.85% |
$878K - $960K
|
74.6K
$4.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.32K- 25.02% |
$75.7K - $82.7K
|
3.96K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
221+ 1.07% |
$12.7K - $13.8K
|
20.9K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.76KNew |
$330K - $361K
|
5.76K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.13K- 3.1% |
$351K - $384K
|
192K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.8K- 1.6% |
$160K - $175K
|
172K
$9.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.04KNew |
$59.3K - $64.8K
|
1.04K
$58.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.49K+ 97.24% |
$200K - $218K
|
7.07K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.44KNew |
$197K - $216K
|
3.44K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$118K - $128K
|
2.05K
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.82KNew |
$219K - $239K
|
3.82K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 14.97% |
$5.04K - $5.51K
|
500
$28.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
9.71K+ 3.68% |
$556K - $608K
|
273K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-168- 4.3% |
$9.63K - $10.5K
|
3.74K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.05% |
$172 - $188
|
5.73K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.87K+ 56.57% |
$165K - $180K
|
7.94K
$452K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 205.38% |
$269K - $294K
|
6.98K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
527+ 5.13% |
$30.2K - $33K
|
10.8K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.2KNew |
$1.04M - $1.14M
|
18.2K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.7KNew |
$727K - $794K
|
12.7K
$722K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-13K- 24.66% |
$747K - $817K
|
39.8K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.26KNew |
$187K - $204K
|
3.26K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75K+ 14.16% |
$158K - $172K
|
22.2K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
79+ 0.97% |
$4.53K - $4.95K
|
8.22K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$195K - $213K
|
3.41K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-115- 1.4% |
$6.59K - $7.2K
|
8.12K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14- 0.24% |
$802 - $877
|
5.93K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.96% |
$5.85K - $6.39K
|
10.7K
$608K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.75% |
$57.3 - $62.7
|
58
$3.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-120- 21.82% |
$6.88K - $7.52K
|
430
$24.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.05K+ 6.63% |
$175K - $191K
|
49K
$2.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-28- 0.17% |
$1.6K - $1.75K
|
16.2K
$923K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 33.33% |
$14.3K - $15.7K
|
500
$28.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.85K+ 6.85% |
$565K - $617K
|
154K
$8.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.34KNew |
$191K - $209K
|
3.34K
$190K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 16.81% |
$80.1K - $87.5K
|
6.92K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.81K- 33.44% |
$104K - $113K
|
3.6K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
145+ 2.64% |
$8.31K - $9.08K
|
5.64K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 0.8% |
$23.8K - $26K
|
51.3K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.33KNew |
$191K - $208K
|
3.33K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
69+ 0.3% |
$3.96K - $4.32K
|
23.4K
$1.33M
|