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 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-426- 2.62% |
$102K - $111K
|
15.9K
$993K
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.9K- 93.93% |
$3.57M - $3.89M
|
961
$60.2K
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.18% |
$240 - $261
|
86
$5.38K
|
|
Q1 2023 | |||||||
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
399New |
$94.7K - $108K
|
399
$25K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-23Closed |
$5.46K - $6.25K
|
0
$0
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-18- 1.39% |
$4.27K - $4.89K
|
1.27K
$79.8K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-136- 2.1% |
$32.3K - $37K
|
6.34K
$397K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
809New |
$192K - $220K
|
809
$50.7K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.7K- 9.97% |
$403K - $461K
|
15.3K
$959K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-18- 1.39% |
$4.27K - $4.89K
|
1.27K
$79.8K
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.26K- 20.89% |
$773K - $886K
|
12.3K
$773K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
23+ 0.29% |
$5.46K - $6.25K
|
7.84K
$491K
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-30- 2.32% |
$7.12K - $8.15K
|
1.27K
$79.2K
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
40KNew |
$9.49M - $10.9M
|
40K
$2.5M
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.07K- 50.97% |
$1.68M - $1.92M
|
6.8K
$425K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.85MNew |
$2.1B - $2.4B
|
8.85M
$554M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
48New |
$11.4K - $13K
|
48
$3.01K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.14KNew |
$270K - $309K
|
1.14K
$71.3K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.42K - $1.63K
|
1K
$62.7K
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
38+ 2.85% |
$9.02K - $10.3K
|
1.37K
$85.9K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-65- 68.42% |
$15.4K - $17.7K
|
30
$1.88K
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
56.5K+ 109.69% |
$13.4M - $15.4M
|
108K
$6.77M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
970New |
$230K - $264K
|
970
$60.7K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-175- 1.21% |
$41.5K - $47.6K
|
14.3K
$892K
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
60+ 15.92% |
$14.2K - $16.3K
|
437
$27.4K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.5KNew |
$12.9M - $14.8M
|
54.5K
$3.41M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15- 1.1% |
$3.56K - $4.08K
|
1.35K
$84.2K
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-17.9K- 68.81% |
$4.25M - $4.87M
|
8.12K
$508K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-75- 42.86% |
$17.8K - $20.4K
|
100
$6.26K
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
176KNew |
$41.9M - $47.9M
|
176K
$11M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-40- 1.46% |
$9.49K - $10.9K
|
2.7K
$169K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.12K- 60.01% |
$503K - $576K
|
1.41K
$88.5K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
1.43KNew |
$339K - $389K
|
1.43K
$89.5K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
100+ 0.13% |
$23.7K - $27.2K
|
77.3K
$4.84M
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-185- 36.71% |
$43.9K - $50.3K
|
319
$20K
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.1K- 77.01% |
$3.11M - $3.57M
|
3.92K
$245K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-74- 8.03% |
$17.6K - $20.1K
|
848
$53.1K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
876New |
$208K - $238K
|
876
$54.8K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-85- 30.25% |
$20.2K - $23.1K
|
196
$12.3K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.87K- 4.87% |
$919K - $1.05M
|
75.6K
$4.73M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-76- 7.4% |
$18K - $20.7K
|
951
$59.5K
|
|
Q4 2022 | |||||||
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.19KClosed |
$53.1K - $305K
|
0
$0
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
551New |
$24.7K - $142K
|
551
$34.5K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
36New |
$1.61K - $9.25K
|
36
$2.25K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.11KNew |
$49.4K - $284K
|
1.11K
$69.2K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.47K+ 77.01% |
$245K - $1.41M
|
12.6K
$788K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$188
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-756- 40.62% |
$33.8K - $194K
|
1.11K
$69.2K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-868- 45.66% |
$38.8K - $223K
|
1.03K
$64.7K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-278- 48.26% |
$12.4K - $71.4K
|
298
$18.7K
|