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 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.94K- 35.3% |
$448K - $483K
|
14.6K
$914K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
26+ 0.12% |
$1.47K - $1.58K
|
21.5K
$1.35M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.54KNew |
$369K - $397K
|
6.54K
$410K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.37KNew |
$303K - $327K
|
5.37K
$337K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30.6KNew |
$1.73M - $1.86M
|
30.6K
$1.92M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$637K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16New |
$903 - $973
|
16
$1K
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
41.9KNew |
$2.36M - $2.55M
|
41.9K
$2.63M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.76K- 2.68% |
$99.3K - $107K
|
64K
$4.02M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$77.5K
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-417- 3.6% |
$23.5K - $25.3K
|
11.2K
$702K
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
5K+ 400.0% |
$282K - $304K
|
6.25K
$392K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-415- 10.55% |
$23.4K - $25.2K
|
3.52K
$221K
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-215- 3.86% |
$12.1K - $13.1K
|
5.35K
$336K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84K+ 219.53% |
$4.74M - $5.1M
|
122K
$7.67M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5- 0.13% |
$282 - $304
|
3.87K
$243K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$564 - $608
|
10
$628
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.8K- 44.15% |
$553K - $596K
|
12.4K
$778K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.36M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.48% |
$508 - $547
|
1.89K
$119K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1New |
$56.4 - $60.8
|
1
$62.8
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
246+ 0.51% |
$13.9K - $15K
|
48.3K
$3.03M
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
6.05KNew |
$341K - $368K
|
6.05K
$380K
|
|
Q1 2024 | |||||||
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
475+ 0.61% |
$27.1K - $135K
|
78.5K
$4.93M
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.79K+ 400.08% |
$273K - $1.37M
|
5.99K
$376K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4.63K+ 399.83% |
$264K - $1.32M
|
5.78K
$363K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
481+ 18.27% |
$27.4K - $137K
|
3.11K
$196K
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$209K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 443.91% |
$285K - $1.42M
|
6.12K
$384K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 400.0% |
$71.8K - $359K
|
1.58K
$98.9K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
565New |
$32.2K - $161K
|
565
$35.5K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
137K+ 342.29% |
$7.83M - $39.2M
|
178K
$11.2M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
25.4K+ 370.8% |
$1.45M - $7.24M
|
32.3K
$2.02M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.09K+ 400.0% |
$62K - $310K
|
1.36K
$85.4K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
255New |
$14.5K - $72.7K
|
255
$16K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
4.72K+ 400.0% |
$269K - $1.35M
|
5.9K
$370K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204+ 400.0% |
$11.6K - $58.1K
|
255
$16K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.09K+ 400.0% |
$290K - $1.45M
|
6.37K
$400K
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
2.5KNew |
$142K - $712K
|
2.5K
$157K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.64K+ 400.0% |
$93.7K - $469K
|
2.06K
$129K
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.9KNew |
$222K - $1.11M
|
3.9K
$245K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$209K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
44.7KNew |
$2.55M - $12.7M
|
44.7K
$2.81M
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200+ 400.0% |
$11.4K - $57K
|
250
$15.7K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.92K+ 324.89% |
$167K - $833K
|
3.82K
$240K
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$314K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.88K+ 400.0% |
$278K - $1.39M
|
6.1K
$383K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.5KNew |
$1.28M - $6.4M
|
22.5K
$1.41M
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.46K+ 284.2% |
$140K - $702K
|
3.33K
$209K
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 20.6% |
$108K - $541K
|
11.1K
$699K
|