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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.45K- 6.92% |
$255K - $279K
|
59.8K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$192K - $210K
|
3.35K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.45KNew |
$255K - $279K
|
4.45K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
135New |
$7.74K - $8.46K
|
135
$8.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-255- 8.21% |
$14.6K - $16K
|
2.85K
$179K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-519- 1.51% |
$29.7K - $32.5K
|
33.8K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.54K+ 10.66% |
$317K - $347K
|
57.5K
$3.61M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
10KNew |
$574K - $628K
|
10K
$629K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.2KNew |
$68.8K - $75.2K
|
1.2K
$75.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 6.67% |
$28.7K - $31.3K
|
7K
$440K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-680- 16.81% |
$39K - $42.6K
|
3.37K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-11.7K- 74.81% |
$672K - $735K
|
3.95K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-215- 63.8% |
$12.3K - $13.5K
|
122
$7.66K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-446- 2.92% |
$25.6K - $27.9K
|
14.9K
$933K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9+ 0.23% |
$516 - $564
|
3.96K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.35KNew |
$192K - $210K
|
3.35K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
454+ 1.93% |
$26K - $28.4K
|
24K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 4.75% |
$171K - $187K
|
59.8K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-277- 6.88% |
$15.9K - $17.4K
|
3.75K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.49K- 76.43% |
$372K - $406K
|
2K
$126K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
492+ 0.37% |
$28.2K - $30.8K
|
132K
$8.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-644- 2.71% |
$36.9K - $40.3K
|
23.1K
$1.45M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$229 - $251
|
1.9K
$119K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.41KNew |
$196K - $214K
|
3.41K
$214K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.96K- 5.32% |
$112K - $123K
|
34.9K
$2.19M
|
|
| Q2 2024 | |||||||
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-4.05KClosed |
$229K - $246K
|
0
$0
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-596- 1.94% |
$33.6K - $36.2K
|
30.1K
$1.89M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-35KClosed |
$1.97M - $2.13M
|
0
$0
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
4.8KNew |
$271K - $292K
|
4.8K
$301K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-92.3K- 58.08% |
$5.21M - $5.61M
|
66.6K
$4.18M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.55K- 14.15% |
$144K - $155K
|
15.4K
$969K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
444+ 400.0% |
$25.1K - $27K
|
555
$34.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.48KNew |
$196K - $211K
|
3.48K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-360- 0.03% |
$20.3K - $21.9K
|
1.04M
$65.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.79KNew |
$214K - $230K
|
3.79K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
73KNew |
$4.12M - $4.44M
|
73K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$11.3K - $12.2K
|
200
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.75K+ 7.25% |
$99K - $107K
|
26K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.63K- 26.94% |
$148K - $160K
|
7.12K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
125+ 2.1% |
$7.05K - $7.6K
|
6.09K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-687- 1.79% |
$38.8K - $41.8K
|
37.7K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
735New |
$41.5K - $44.7K
|
735
$46.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$56.4 - $60.8
|
1
$62.8
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$903 - $973
|
16
$1K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.56KNew |
$201K - $216K
|
3.56K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
665New |
$37.5K - $40.4K
|
665
$41.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
545New |
$30.8K - $33.1K
|
545
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100+ 1.1% |
$5.64K - $6.08K
|
9.19K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.51K- 29.92% |
$84.9K - $91.5K
|
3.53K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
399+ 46.67% |
$22.5K - $24.3K
|
1.25K
$78.7K
|
|