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 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-616- 9.01% |
$148K - $161K
|
6.22K
$354K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.6K- 83.69% |
$1.34M - $1.46M
|
1.09K
$62.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06K+ 1.52% |
$496K - $540K
|
138K
$7.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-736- 2.55% |
$177K - $192K
|
28.1K
$1.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.87KNew |
$1.65M - $1.8M
|
6.87K
$391K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.13K+ 0.69% |
$752K - $818K
|
455K
$25.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-828- 17.94% |
$199K - $217K
|
3.79K
$216K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.8K+ 1139.24% |
$432K - $471K
|
1.96K
$111K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-216- 21.8% |
$51.9K - $56.5K
|
775
$44.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 0.95% |
$1.2K - $1.31K
|
521
$29.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$2.69M - $2.92M
|
11.2K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
870New |
$209K - $227K
|
870
$49.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.97KNew |
$473K - $515K
|
1.97K
$112K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-284- 2.99% |
$68.2K - $74.3K
|
9.21K
$524K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
204+ 0.17% |
$49K - $53.3K
|
124K
$7.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23- 0.34% |
$5.53K - $6.01K
|
6.65K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 16.93% |
$309K - $336K
|
6.31K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.15% |
$4.56K - $4.97K
|
12.4K
$706K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.57KNew |
$378K - $411K
|
1.57K
$89.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$772K - $840K
|
3.21K
$183K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-179- 7.35% |
$43K - $46.8K
|
2.26K
$129K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-426- 2.62% |
$102K - $111K
|
15.9K
$902K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.9K- 93.93% |
$3.57M - $3.89M
|
961
$54.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.18% |
$240 - $261
|
86
$4.89K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
399New |
$94.7K - $108K
|
399
$22.7K
|
|
|
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
$72.5K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-136- 2.1% |
$32.3K - $37K
|
6.34K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
809New |
$192K - $220K
|
809
$46K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-18- 1.39% |
$4.27K - $4.89K
|
1.27K
$72.5K
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.26K- 20.89% |
$773K - $886K
|
12.3K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
23+ 0.29% |
$5.46K - $6.25K
|
7.84K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-30- 2.32% |
$7.12K - $8.15K
|
1.27K
$72K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
40KNew |
$9.49M - $10.9M
|
40K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.07K- 50.97% |
$1.68M - $1.92M
|
6.8K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.85MNew |
$2.1B - $2.4B
|
8.85M
$504M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
48New |
$11.4K - $13K
|
48
$2.73K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.14KNew |
$270K - $309K
|
1.14K
$64.8K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.42K - $1.63K
|
1K
$57K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
38+ 2.85% |
$9.02K - $10.3K
|
1.37K
$78.1K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
56.5K+ 109.69% |
$13.4M - $15.4M
|
108K
$6.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
970New |
$230K - $264K
|
970
$55.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-175- 1.21% |
$41.5K - $47.6K
|
14.3K
$811K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.5KNew |
$12.9M - $14.8M
|
54.5K
$3.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15- 1.1% |
$3.56K - $4.08K
|
1.35K
$76.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-75- 42.86% |
$17.8K - $20.4K
|
100
$5.69K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
176KNew |
$41.9M - $47.9M
|
176K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-40- 1.46% |
$9.49K - $10.9K
|
2.7K
$154K
|
|