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 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
114+ 475.0% |
$26.5K - $31.9K
|
138
$8.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
70+ 0.2% |
$16.2K - $19.6K
|
35.6K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-348- 17.86% |
$80.7K - $97.4K
|
1.6K
$99.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
500New |
$116K - $140K
|
500
$31.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.24K- 99.79% |
$1.22M - $1.47M
|
11
$685
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.49KNew |
$345K - $416K
|
1.49K
$92.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-633- 4.12% |
$147K - $177K
|
14.7K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.07K- 68.98% |
$1.87M - $2.26M
|
3.63K
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.34K- 56.04% |
$774K - $934K
|
2.62K
$163K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 1.91% |
$9.28K - $11.2K
|
2.05K
$128K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.52K- 59.24% |
$585K - $706K
|
1.74K
$108K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.19% |
$2.55K - $3.08K
|
5.76K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.13KNew |
$495K - $597K
|
2.13K
$133K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.15K- 29.54% |
$267K - $322K
|
2.74K
$171K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
671+ 0.78% |
$156K - $188K
|
86.6K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-417- 21.67% |
$96.8K - $117K
|
1.51K
$93.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
945New |
$219K - $264K
|
945
$58.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
46New |
$10.7K - $12.9K
|
46
$2.87K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10+ 0.47% |
$2.32K - $2.8K
|
2.13K
$133K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
821New |
$191K - $230K
|
821
$51.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$232K - $280K
|
1K
$62.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-11- 0.44% |
$2.55K - $3.08K
|
2.47K
$154K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.61% |
$2.32K - $2.8K
|
1.64K
$102K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.2KNew |
$742K - $895K
|
3.2K
$199K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.71K- 75.23% |
$860K - $1.04M
|
1.22K
$76K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-40.3K- 88.51% |
$9.36M - $11.3M
|
5.24K
$326K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
953New |
$221K - $267K
|
953
$59.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.32KNew |
$307K - $371K
|
1.32K
$82.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 14.26% |
$804K - $970K
|
27.8K
$1.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
757New |
$176K - $212K
|
757
$47.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
314+ 32.74% |
$72.9K - $87.9K
|
1.27K
$79.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-42- 4.62% |
$9.75K - $11.8K
|
867
$54K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30.3K+ 136.32% |
$7.04M - $8.49M
|
52.6K
$3.28M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
14.4K+ 2326.49% |
$3.54M - $3.92M
|
15K
$936K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
84.6K+ 8.93% |
$20.8M - $23.1M
|
1.03M
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
55.7KNew |
$13.7M - $15.2M
|
55.7K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-37- 54.41% |
$9.11K - $10.1K
|
31
$1.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2+ 100.0% |
$492 - $545
|
4
$249
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-80- 12.66% |
$19.7K - $21.8K
|
552
$34.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$735K - $814K
|
2.99K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.21K- 2.67% |
$789K - $873K
|
117K
$7.28M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78.7KNew |
$19.4M - $21.4M
|
78.7K
$4.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
79New |
$19.4K - $21.5K
|
79
$4.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-608- 3.67% |
$150K - $166K
|
15.9K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$432K - $478K
|
1.76K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12KNew |
$2.96M - $3.27M
|
12K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-176KClosed |
$43.4M - $48.1M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
275New |
$67.7K - $74.9K
|
275
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$337K - $373K
|
1.37K
$85.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.92KNew |
$471K - $522K
|
1.92K
$119K
|
|