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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
100+ 0.13% |
$23.7K - $27.2K
|
77.3K
$4.4M
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-185- 36.71% |
$43.9K - $50.3K
|
319
$18.2K
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.1K- 77.01% |
$3.11M - $3.57M
|
3.92K
$223K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-74- 8.03% |
$17.6K - $20.1K
|
848
$48.3K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
876New |
$208K - $238K
|
876
$49.9K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-85- 30.25% |
$20.2K - $23.1K
|
196
$11.2K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.87K- 4.87% |
$919K - $1.05M
|
75.6K
$4.3M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-76- 7.4% |
$18K - $20.7K
|
951
$54.1K
|
|
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
$31.4K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
36New |
$1.61K - $9.25K
|
36
$2.05K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.11KNew |
$49.4K - $284K
|
1.11K
$62.9K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.47K+ 77.01% |
$245K - $1.41M
|
12.6K
$716K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$171
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-756- 40.62% |
$33.8K - $194K
|
1.11K
$62.9K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-868- 45.66% |
$38.8K - $223K
|
1.03K
$58.8K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-278- 48.26% |
$12.4K - $71.4K
|
298
$17K
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.7KNew |
$703K - $4.04M
|
15.7K
$895K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
43New |
$1.92K - $11.1K
|
43
$2.45K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
116New |
$5.19K - $29.8K
|
116
$6.6K
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.48KNew |
$111K - $637K
|
2.48K
$141K
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
880New |
$39.4K - $226K
|
880
$50.1K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
590New |
$26.4K - $152K
|
590
$33.6K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
132+ 2.76% |
$5.91K - $33.9K
|
4.92K
$280K
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$112K - $644K
|
2.5K
$143K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-70- 0.84% |
$3.13K - $18K
|
8.31K
$473K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.12K+ 2.71% |
$50.1K - $288K
|
42.4K
$2.41M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6.62K+ 107.89% |
$296K - $1.7M
|
12.8K
$726K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.42% |
$179 - $1.03K
|
960
$54.6K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$171
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-339- 45.5% |
$15.2K - $87.1K
|
406
$23.1K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.01KNew |
$45K - $258K
|
1.01K
$57.2K
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
20+ 1.97% |
$895 - $5.14K
|
1.04K
$58.9K
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.99KNew |
$89K - $511K
|
1.99K
$113K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-7.01K- 4.89% |
$313K - $1.8M
|
136K
$7.76M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.72K+ 6200.0% |
$166K - $956K
|
3.78K
$215K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 4.37% |
$51.9K - $298K
|
25.4K
$1.45M
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-169- 16.52% |
$7.56K - $43.4K
|
854
$48.6K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-394- 36.38% |
$17.6K - $101K
|
689
$39.2K
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.48KNew |
$156K - $895K
|
3.48K
$198K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.48K- 1.06% |
$66K - $379K
|
138K
$7.86M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
798New |
$35.7K - $205K
|
798
$45.4K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.25K- 5.99% |
$101K - $579K
|
35.3K
$2.01M
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
842New |
$37.7K - $216K
|
842
$47.9K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3+ 0.3% |
$134 - $771
|
1K
$57.1K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.2KNew |
$143K - $821K
|
3.2K
$182K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-133- 79.17% |
$5.95K - $34.2K
|
35
$1.99K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37New |
$1.66K - $9.51K
|
37
$2.11K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-419- 12.27% |
$18.7K - $108K
|
3K
$171K
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.37KNew |
$61.1K - $351K
|
1.37K
$77.7K
|