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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
1.17KNew |
$257K - $317K
|
1.17K
$73.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
888New |
$195K - $240K
|
888
$55.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.42KClosed |
$529K - $653K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
89+ 9.61% |
$19.5K - $24K
|
1.02K
$63.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.03KNew |
$1.76M - $2.17M
|
8.03K
$503K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-119- 9.92% |
$26.1K - $32.1K
|
1.08K
$67.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
SELL
|
- |
-14Closed |
$3.07K - $3.78K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-914Closed |
$200K - $247K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24.4KNew |
$5.34M - $6.59M
|
24.4K
$1.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-200Closed |
$43.8K - $54K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-485- 7.39% |
$106K - $131K
|
6.08K
$380K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-164Closed |
$35.9K - $44.3K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9.57K- 87.68% |
$2.1M - $2.58M
|
1.34K
$84.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
793+ 30.62% |
$174K - $214K
|
3.38K
$212K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
149+ 0.21% |
$32.6K - $40.2K
|
70.1K
$4.39M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-40- 0.28% |
$8.76K - $10.8K
|
14.3K
$896K
|
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-808Closed |
$177K - $218K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.19K- 2.67% |
$1.79M - $2.21M
|
299K
$18.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-3.77KClosed |
$826K - $1.02M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$2.61M - $3.22M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
196+ 18.83% |
$42.9K - $52.9K
|
1.24K
$77.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-258- 2.25% |
$56.5K - $69.7K
|
11.2K
$703K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6+ 0.13% |
$1.31K - $1.62K
|
4.47K
$280K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
38New |
$8.32K - $10.3K
|
38
$2.38K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-38.9KClosed |
$8.53M - $10.5M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-910Closed |
$199K - $246K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.13KClosed |
$247K - $305K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.17KClosed |
$255K - $315K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
109+ 3.74% |
$23.9K - $29.4K
|
3.02K
$189K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-869Closed |
$190K - $235K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.16KClosed |
$255K - $314K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1.28K+ 4.63% |
$281K - $347K
|
29K
$1.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$876 - $1.08K
|
1.95K
$122K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-760Closed |
$166K - $205K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
1.84KNew |
$403K - $496K
|
1.84K
$115K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $270
|
1.94K
$122K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$233K - $287K
|
1.06K
$66.6K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-100- 50.0% |
$21.9K - $27K
|
100
$6.26K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-935Closed |
$205K - $253K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
SELL
|
- |
-821Closed |
$180K - $222K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-89- 94.68% |
$19.5K - $24K
|
5
$313
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-137Closed |
$30K - $37K
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.37KClosed |
$738K - $910K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
844New |
$212K - $241K
|
844
$52.8K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22Closed |
$5.53K - $6.28K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-651Closed |
$164K - $186K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-59- 31.89% |
$14.8K - $16.8K
|
126
$7.89K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.25KNew |
$314K - $356K
|
1.25K
$78.1K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-50- 92.59% |
$12.6K - $14.3K
|
4
$250
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
400New |
$100K - $114K
|
400
$25K
|
|