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 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.58KNew |
$1.37M - $1.52M
|
5.58K
$348K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.04K+ 136.29% |
$257K - $284K
|
1.81K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3- 2.56% |
$738 - $817
|
114
$7.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-33.3K- 88.71% |
$8.19M - $9.07M
|
4.23K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.1KNew |
$3.46M - $3.83M
|
14.1K
$875K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$3.98M - $4.4M
|
16.2K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.95KNew |
$972K - $1.08M
|
3.95K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6- 0.52% |
$1.48K - $1.63K
|
1.15K
$71.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
8.46KNew |
$2.08M - $2.31M
|
8.46K
$527K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.69K- 2.02% |
$1.15M - $1.28M
|
228K
$14.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35.1K- 7.71% |
$8.64M - $9.56M
|
420K
$26.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37New |
$9.11K - $10.1K
|
37
$2.31K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$19.4K - $21.5K
|
79
$4.92K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.25% |
$11.6K - $12.8K
|
942
$58.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-90.9K- 98.96% |
$22.4M - $24.7M
|
957
$59.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
740New |
$182K - $202K
|
740
$46.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
343+ 37.4% |
$84.4K - $93.4K
|
1.26K
$78.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-12- 0.28% |
$2.95K - $3.27K
|
4.3K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$165K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$334K - $370K
|
1.36K
$84.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-6.7K- 10.12% |
$1.65M - $1.83M
|
59.5K
$3.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-6- 0.72% |
$1.48K - $1.63K
|
827
$51.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.46K+ 1573.64% |
$852K - $943K
|
3.68K
$229K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21New |
$5.17K - $5.72K
|
21
$1.31K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.37KNew |
$1.32M - $1.46M
|
5.37K
$335K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
323+ 0.38% |
$79.5K - $88K
|
86K
$5.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.38K+ 664.2% |
$1.57M - $1.74M
|
7.34K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
192New |
$47.3K - $52.3K
|
192
$12K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-55- 0.34% |
$13.5K - $15K
|
16.2K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.56KNew |
$1.37M - $1.51M
|
5.56K
$346K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
586+ 3.93% |
$144K - $160K
|
15.5K
$964K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.7KNew |
$665K - $736K
|
2.7K
$168K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-56- 4.16% |
$13.8K - $15.3K
|
1.29K
$80.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
69New |
$17K - $18.8K
|
69
$4.3K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
940New |
$231K - $256K
|
940
$58.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.79KNew |
$441K - $488K
|
1.79K
$112K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-712- 4.82% |
$175K - $194K
|
14.1K
$876K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-35- 35.0% |
$8.62K - $9.53K
|
65
$4.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-491- 7.99% |
$121K - $134K
|
5.65K
$352K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
119New |
$29.3K - $32.4K
|
119
$7.41K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
3.5KNew |
$861K - $953K
|
3.5K
$218K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
974New |
$240K - $265K
|
974
$60.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.76KNew |
$679K - $752K
|
2.76K
$172K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.48K - $1.63K
|
6
$374
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
9.53KNew |
$2.35M - $2.6M
|
9.53K
$594K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.85% |
$1.97K - $2.18K
|
952
$59.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
90.6KNew |
$22.3M - $24.7M
|
90.6K
$5.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 18.65% |
$705K - $780K
|
18.2K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$165K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
66.9KNew |
$16.5M - $18.2M
|
66.9K
$4.17M
|