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 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$2.89M - $3.19M
|
11.7K
$730K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
287+ 29.77% |
$70.6K - $78.2K
|
1.25K
$77.9K
|
|
| Q2 2023 | |||||||
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-100- 3.13% |
$24K - $26.1K
|
3.1K
$193K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.19M- 82.88% |
$286M - $311M
|
246K
$15.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$48K - $52.3K
|
200
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
985New |
$237K - $258K
|
985
$61.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.25KNew |
$300K - $327K
|
1.25K
$77.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
787New |
$189K - $206K
|
787
$49K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
68New |
$16.3K - $17.8K
|
68
$4.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
776New |
$186K - $203K
|
776
$48.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.88K- 2.25% |
$451K - $491K
|
81.4K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-159- 13.74% |
$38.2K - $41.6K
|
998
$62.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-798- 13.25% |
$192K - $209K
|
5.23K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.34KNew |
$562K - $612K
|
2.34K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-977- 20.29% |
$235K - $255K
|
3.84K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
831New |
$200K - $217K
|
831
$51.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-26.2K- 17.55% |
$6.3M - $6.85M
|
123K
$7.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$240 - $261
|
6.36K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
68+ 0.18% |
$16.3K - $17.8K
|
37.8K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
63+ 0.83% |
$15.1K - $16.5K
|
7.68K
$478K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16.1K+ 1.36% |
$3.88M - $4.22M
|
1.2M
$75.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-390- 18.92% |
$93.7K - $102K
|
1.67K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
984New |
$236K - $257K
|
984
$61.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
233+ 1.99% |
$56K - $60.9K
|
12K
$745K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
162New |
$38.9K - $42.4K
|
162
$10.1K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-616- 9.01% |
$148K - $161K
|
6.22K
$388K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.6K- 83.69% |
$1.34M - $1.46M
|
1.09K
$68K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06K+ 1.52% |
$496K - $540K
|
138K
$8.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-736- 2.55% |
$177K - $192K
|
28.1K
$1.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.87KNew |
$1.65M - $1.8M
|
6.87K
$428K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.13K+ 0.69% |
$752K - $818K
|
455K
$28.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-828- 17.94% |
$199K - $217K
|
3.79K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.8K+ 1139.24% |
$432K - $471K
|
1.96K
$122K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-216- 21.8% |
$51.9K - $56.5K
|
775
$48.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 0.95% |
$1.2K - $1.31K
|
521
$32.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
790New |
$190K - $207K
|
790
$49.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$2.69M - $2.92M
|
11.2K
$697K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
870New |
$209K - $227K
|
870
$54.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.97KNew |
$473K - $515K
|
1.97K
$123K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-284- 2.99% |
$68.2K - $74.3K
|
9.21K
$574K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
204+ 0.17% |
$49K - $53.3K
|
124K
$7.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23- 0.34% |
$5.53K - $6.01K
|
6.65K
$414K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 16.93% |
$309K - $336K
|
6.31K
$393K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.15% |
$4.56K - $4.97K
|
12.4K
$773K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.57KNew |
$378K - $411K
|
1.57K
$98K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$772K - $840K
|
3.21K
$200K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
499New |
$120K - $130K
|
499
$31.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-179- 7.35% |
$43K - $46.8K
|
2.26K
$141K
|
|