Latest Institutional Purchases of Ishares Core S&P Mid Cap ETF (IJH)
This list provides information on the latest institutional transactions involving Ishares Core S&P Mid Cap ETF (IJH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
714K+ 1543.75% |
$44.1M - $48.5M
|
761K
$49.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
434K+ 2457.35% |
$26.8M - $29.5M
|
452K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
357K+ 6398.22% |
$22M - $24.2M
|
362K
$23.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
315KNew |
$19.4M - $21.4M
|
315K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
237K+ 48.08% |
$14.6M - $16.1M
|
731K
$47.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
201K+ 107.37% |
$12.4M - $13.6M
|
387K
$25.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
139KNew |
$8.59M - $9.45M
|
139K
$9.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
124KNew |
$7.65M - $8.41M
|
124K
$8.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
112K+ 906.04% |
$6.93M - $7.62M
|
125K
$8.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108K+ 17.3% |
$6.68M - $7.36M
|
735K
$48.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
96.6K+ 14.7% |
$5.96M - $6.56M
|
754K
$49.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
92KNew |
$5.67M - $6.24M
|
92K
$6.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
87.4K+ 10.98% |
$5.39M - $5.93M
|
884K
$57.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$5.34M - $5.88M
|
86.6K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
86.2KNew |
$5.32M - $5.85M
|
86.2K
$5.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
85.3KNew |
$5.26M - $5.79M
|
85.3K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
83.4KNew |
$5.15M - $5.66M
|
83.4K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
79K+ 7.42% |
$4.87M - $5.36M
|
1.14M
$74.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
72.9K+ 394.11% |
$4.49M - $4.94M
|
91.3K
$5.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
70.7KNew |
$4.36M - $4.8M
|
70.7K
$4.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
70.6K+ 6.17% |
$4.36M - $4.79M
|
1.22M
$79.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
68K+ 62.42% |
$4.19M - $4.62M
|
177K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
66.7K+ 27.05% |
$4.11M - $4.53M
|
313K
$20.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65.4K+ 103.42% |
$4.04M - $4.44M
|
129K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
55K+ 14.98% |
$3.39M - $3.74M
|
422K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
39.4K+ 17.85% |
$2.43M - $2.67M
|
260K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
38.7K+ 435.65% |
$2.38M - $2.62M
|
47.5K
$3.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
38.6K+ 6.43% |
$2.38M - $2.62M
|
639K
$41.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38.2K+ 6.7% |
$2.36M - $2.6M
|
609K
$39.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38.1K+ 7.08% |
$2.35M - $2.58M
|
576K
$37.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
34.8K+ 14.12% |
$2.15M - $2.36M
|
281K
$18.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
32.7K+ 34.4% |
$2.02M - $2.22M
|
128K
$8.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.5K+ 2.05% |
$2M - $2.21M
|
1.62M
$106M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.6K+ 39.49% |
$1.7M - $1.87M
|
97.4K
$6.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.4K+ 29.08% |
$1.69M - $1.86M
|
121K
$7.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.6K+ 14.61% |
$1.64M - $1.8M
|
208K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 70.57% |
$1.63M - $1.8M
|
64K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26.4K+ 5.92% |
$1.63M - $1.79M
|
472K
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.6K+ 4.39% |
$1.58M - $1.73M
|
608K
$39.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.2K+ 16.4% |
$1.5M - $1.65M
|
172K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
23.5KNew |
$1.45M - $1.59M
|
23.5K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 17.92% |
$1.36M - $1.5M
|
145K
$9.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.1K+ 3.34% |
$1.36M - $1.5M
|
683K
$44.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 7.26% |
$1.34M - $1.47M
|
320K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21K+ 29.22% |
$1.3M - $1.43M
|
92.9K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.9K+ 45.56% |
$1.29M - $1.42M
|
66.9K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20.8K+ 3.06% |
$1.28M - $1.41M
|
701K
$45.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
19.3K+ 14.88% |
$1.19M - $1.31M
|
149K
$9.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19.2K+ 2.65% |
$1.19M - $1.3M
|
745K
$48.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.18M - $1.3M
|
19.2K
$1.26M
|