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 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.56KNew |
$1.37M - $1.51M
|
5.56K
$349K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
586+ 3.93% |
$144K - $160K
|
15.5K
$972K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.7KNew |
$665K - $736K
|
2.7K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-56- 4.16% |
$13.8K - $15.3K
|
1.29K
$81.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
69New |
$17K - $18.8K
|
69
$4.33K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
940New |
$231K - $256K
|
940
$59K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.79KNew |
$441K - $488K
|
1.79K
$113K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-712- 4.82% |
$175K - $194K
|
14.1K
$883K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-35- 35.0% |
$8.62K - $9.53K
|
65
$4.08K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-491- 7.99% |
$121K - $134K
|
5.65K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
119New |
$29.3K - $32.4K
|
119
$7.47K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
3.5KNew |
$861K - $953K
|
3.5K
$220K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
974New |
$240K - $265K
|
974
$61.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.76KNew |
$679K - $752K
|
2.76K
$173K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.48K - $1.63K
|
6
$377
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
9.53KNew |
$2.35M - $2.6M
|
9.53K
$599K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.85% |
$1.97K - $2.18K
|
952
$59.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
90.6KNew |
$22.3M - $24.7M
|
90.6K
$5.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 18.65% |
$705K - $780K
|
18.2K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$167K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
66.9KNew |
$16.5M - $18.2M
|
66.9K
$4.2M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$2.89M - $3.19M
|
11.7K
$736K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
287+ 29.77% |
$70.6K - $78.2K
|
1.25K
$78.6K
|
|
| Q2 2023 | |||||||
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-100- 3.13% |
$24K - $26.1K
|
3.1K
$195K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.19M- 82.88% |
$286M - $311M
|
246K
$15.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$48K - $52.3K
|
200
$12.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
985New |
$237K - $258K
|
985
$61.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.25KNew |
$300K - $327K
|
1.25K
$78.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
787New |
$189K - $206K
|
787
$49.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
68New |
$16.3K - $17.8K
|
68
$4.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
776New |
$186K - $203K
|
776
$48.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.88K- 2.25% |
$451K - $491K
|
81.4K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-159- 13.74% |
$38.2K - $41.6K
|
998
$62.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.34KNew |
$562K - $612K
|
2.34K
$147K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-977- 20.29% |
$235K - $255K
|
3.84K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
831New |
$200K - $217K
|
831
$52.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-26.2K- 17.55% |
$6.3M - $6.85M
|
123K
$7.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
68+ 0.18% |
$16.3K - $17.8K
|
37.8K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
63+ 0.83% |
$15.1K - $16.5K
|
7.68K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16.1K+ 1.36% |
$3.88M - $4.22M
|
1.2M
$75.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-390- 18.92% |
$93.7K - $102K
|
1.67K
$105K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
984New |
$236K - $257K
|
984
$61.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
233+ 1.99% |
$56K - $60.9K
|
12K
$751K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
162New |
$38.9K - $42.4K
|
162
$10.2K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-616- 9.01% |
$148K - $161K
|
6.22K
$391K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.6K- 83.69% |
$1.34M - $1.46M
|
1.09K
$68.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06K+ 1.52% |
$496K - $540K
|
138K
$8.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-736- 2.55% |
$177K - $192K
|
28.1K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.87KNew |
$1.65M - $1.8M
|
6.87K
$431K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.13K+ 0.69% |
$752K - $818K
|
455K
$28.6M
|
|