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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.56K+ 107.35% |
$233K - $283K
|
8.8K
$553K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.14% |
$5.27K - $6.39K
|
4.71K
$295K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-44- 0.13% |
$2.25K - $2.73K
|
34.5K
$2.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-16- 0.09% |
$819 - $992
|
17.6K
$1.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-125- 3.47% |
$6.4K - $7.75K
|
3.48K
$219K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.89K+ 1.66% |
$250K - $303K
|
299K
$18.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19.5K- 35.6% |
$999K - $1.21M
|
35.3K
$2.22M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-14.9K- 7.63% |
$760K - $922K
|
180K
$11.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.91K+ 2.84% |
$97.6K - $118K
|
69.1K
$4.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-725- 4.27% |
$37.1K - $45K
|
16.3K
$1.02M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-35- 0.07% |
$1.79K - $2.17K
|
50.7K
$3.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
13.4K+ 8.36% |
$683K - $829K
|
173K
$10.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-38.6K- 81.21% |
$1.98M - $2.39M
|
8.93K
$561K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-3.58K- 3.92% |
$183K - $222K
|
87.7K
$5.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.58KNew |
$183K - $222K
|
3.58K
$225K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.71K+ 36.15% |
$87.5K - $106K
|
6.44K
$405K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
690+ 5.96% |
$35.3K - $42.8K
|
12.3K
$770K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.5K+ 6.07% |
$740K - $897K
|
253K
$15.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
45.9K+ 245.63% |
$2.35M - $2.85M
|
64.6K
$4.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.69K+ 5.93% |
$189K - $229K
|
66K
$4.14M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-107- 61.85% |
$6.12K - $7.04K
|
66
$4.14K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-4.21K- 3.48% |
$241K - $277K
|
117K
$7.33M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-6.7K- 16.78% |
$383K - $441K
|
33.2K
$2.09M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
996New |
$57K - $65.5K
|
996
$62.5K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
17.1K+ 21.83% |
$976K - $1.12M
|
95.2K
$5.98M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
35.5KNew |
$2.03M - $2.34M
|
35.5K
$2.23M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
291K+ 100.75% |
$16.7M - $19.2M
|
581K
$36.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-275K- 96.69% |
$15.7M - $18.1M
|
9.4K
$590K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
22.9K+ 62.35% |
$1.31M - $1.5M
|
59.5K
$3.74M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$515 - $592
|
5.26K
$330K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-50- 0.65% |
$2.86K - $3.29K
|
7.66K
$481K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25+ 100.0% |
$1.43K - $1.65K
|
50
$3.14K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-582- 11.5% |
$33.3K - $38.3K
|
4.48K
$281K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9M+ 72.24% |
$109M - $125M
|
4.53M
$284M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-202- 0.1% |
$11.6K - $13.3K
|
204K
$12.8M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-51.7K- 22.4% |
$2.96M - $3.4M
|
179K
$11.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.33K- 7.01% |
$362K - $416K
|
83.9K
$5.27M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-39- 8.19% |
$2.23K - $2.57K
|
437
$27.4K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.94KNew |
$225K - $259K
|
3.94K
$247K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.86K- 8.54% |
$221K - $254K
|
41.3K
$2.59M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 2.27% |
$984K - $1.13M
|
773K
$48.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-110- 1.08% |
$6.29K - $7.24K
|
10.1K
$632K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1K+ 22.46% |
$57.4K - $66.1K
|
5.48K
$344K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.02K+ 1.15% |
$230K - $265K
|
353K
$22.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12K+ 80.01% |
$686K - $789K
|
27K
$1.69M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
285+ 7.19% |
$16.3K - $18.8K
|
4.25K
$267K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
457K+ 4.26% |
$26.2M - $30.1M
|
11.2M
$702M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25K+ 278.76% |
$1.43M - $1.65M
|
34K
$2.13M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 2.22% |
$139K - $160K
|
112K
$7.03M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
244KNew |
$14M - $16.1M
|
244K
$15.3M
|
|