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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
994New |
$44.5K - $255K
|
994
$56.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.8KNew |
$528K - $3.03M
|
11.8K
$671K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21+ 1.94% |
$940 - $5.4K
|
1.1K
$62.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5K+ 117.66% |
$224K - $1.29M
|
9.26K
$527K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.81KNew |
$81K - $465K
|
1.81K
$103K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
225New |
$10.1K - $57.8K
|
225
$12.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-2.41K- 8.11% |
$108K - $620K
|
27.3K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.15KNew |
$186K - $1.07M
|
4.15K
$236K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-489- 0.67% |
$21.9K - $126K
|
72.4K
$4.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
498+ 1.33% |
$22.3K - $128K
|
37.9K
$2.15M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-434- 6.11% |
$19.4K - $112K
|
6.67K
$380K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-381- 3.22% |
$17K - $97.9K
|
11.4K
$651K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
101New |
$4.52K - $26K
|
101
$5.75K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6New |
$268 - $1.54K
|
6
$341
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-435Closed |
$19.1K - $115K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
141+ 0.59% |
$6.18K - $37.1K
|
24.1K
$1.37M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-288- 1.07% |
$12.6K - $75.8K
|
26.6K
$1.51M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-12- 0.6% |
$526 - $3.16K
|
2K
$114K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.05KNew |
$45.9K - $276K
|
1.05K
$59.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-56- 2.17% |
$2.46K - $14.7K
|
2.53K
$144K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.28K - $13.7K
|
52
$2.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-684- 18.35% |
$30K - $180K
|
3.04K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
663+ 0.58% |
$29.1K - $175K
|
116K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
880New |
$38.6K - $232K
|
880
$50.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.83K- 67.27% |
$168K - $1.01M
|
1.86K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.72KClosed |
$295K - $1.77M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
120+ 2.54% |
$5.26K - $31.6K
|
4.84K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-102- 0.07% |
$4.47K - $26.9K
|
150K
$8.56M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
584+ 2.81% |
$25.6K - $154K
|
21.4K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.42KClosed |
$413K - $2.48M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.01K+ 16.04% |
$132K - $792K
|
21.8K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-333- 7.85% |
$14.6K - $87.7K
|
3.91K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.98KClosed |
$131K - $785K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-607- 37.96% |
$26.6K - $160K
|
992
$56.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.95KNew |
$85.5K - $513K
|
1.95K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
495+ 3.25% |
$21.7K - $130K
|
15.7K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.19KClosed |
$52.1K - $313K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-109- 7.54% |
$4.78K - $28.7K
|
1.34K
$76K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.54% |
$351 - $2.11K
|
1.5K
$85.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
15New |
$658 - $3.95K
|
15
$854
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
71+ 0.16% |
$3.11K - $18.7K
|
45.6K
$2.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.5% |
$395 - $2.37K
|
592
$33.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
6+ 0.31% |
$263 - $1.58K
|
1.95K
$111K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
469New |
$20.6K - $123K
|
469
$26.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-145- 4.04% |
$6.36K - $38.2K
|
3.45K
$196K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
70+ 1.55% |
$3.07K - $18.4K
|
4.58K
$260K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14KNew |
$269K - $1.62M
|
6.14K
$349K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
346+ 4.63% |
$15.2K - $91.1K
|
7.81K
$445K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
543+ 6.5% |
$23.8K - $143K
|
8.89K
$506K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-4- 0.44% |
$175 - $1.05K
|
895
$50.9K
|
|