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 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-100- 2.91% |
$5.73K - $6.27K
|
3.34K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
21K+ 449.21% |
$1.2M - $1.31M
|
25.6K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
122+ 1.82% |
$6.99K - $7.64K
|
6.81K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.08KNew |
$177K - $193K
|
3.08K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
78.2KNew |
$4.48M - $4.9M
|
78.2K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-875- 19.38% |
$50.2K - $54.8K
|
3.64K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.44KNew |
$197K - $215K
|
3.44K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.67K- 44.48% |
$153K - $168K
|
3.34K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 2.05% |
$76.6K - $83.7K
|
63.8K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
42+ 0.38% |
$2.41K - $2.63K
|
11K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
77+ 0.24% |
$4.41K - $4.82K
|
32.4K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$387K - $423K
|
6.76K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.9KNew |
$224K - $244K
|
3.9K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
49K+ 207.16% |
$2.81M - $3.07M
|
72.7K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
119+ 1.55% |
$6.82K - $7.46K
|
7.77K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $62.7
|
9.68K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.13KNew |
$64.8K - $70.8K
|
1.13K
$71K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.05% |
$1.09K - $1.19K
|
36.9K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
562New |
$32.2K - $35.2K
|
562
$35.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.68% |
$5.73K - $6.27K
|
2.04K
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
635+ 1.33% |
$36.4K - $39.8K
|
48.5K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.76K+ 45.61% |
$158K - $173K
|
8.81K
$553K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.47K+ 2.34% |
$142K - $155K
|
108K
$6.78M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-970- 2.49% |
$55.6K - $60.8K
|
38.1K
$2.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
5.82KNew |
$334K - $365K
|
5.82K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.38% |
$459 - $501
|
2.12K
$133K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
3.57K+ 10.51% |
$205K - $224K
|
37.6K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$12.7K - $13.9K
|
222
$13.9K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.46K- 60.83% |
$198K - $216K
|
2.23K
$140K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-516- 12.71% |
$29.6K - $32.3K
|
3.54K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.38K- 18.26% |
$136K - $149K
|
10.6K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.85K+ 50.6% |
$565K - $617K
|
29.3K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
80New |
$4.59K - $5.01K
|
80
$5.02K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.3K+ 25.85% |
$878K - $960K
|
74.6K
$4.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.32K- 25.02% |
$75.7K - $82.7K
|
3.96K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
221+ 1.07% |
$12.7K - $13.8K
|
20.9K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.76KNew |
$330K - $361K
|
5.76K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.13K- 3.1% |
$351K - $384K
|
192K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.8K- 1.6% |
$160K - $175K
|
172K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.04KNew |
$59.3K - $64.8K
|
1.04K
$65K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.49K+ 97.24% |
$200K - $218K
|
7.07K
$444K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.44KNew |
$197K - $216K
|
3.44K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$118K - $128K
|
2.05K
$129K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.82KNew |
$219K - $239K
|
3.82K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 14.97% |
$5.04K - $5.51K
|
500
$31.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
9.71K+ 3.68% |
$556K - $608K
|
273K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-168- 4.3% |
$9.63K - $10.5K
|
3.74K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.05% |
$172 - $188
|
5.73K
$360K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.87K+ 56.57% |
$165K - $180K
|
7.94K
$499K
|