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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 33.3% |
$298K - $342K
|
20.8K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.07K+ 2.06% |
$290K - $333K
|
251K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
5KNew |
$286K - $329K
|
5K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.96K+ 3.43% |
$284K - $326K
|
149K
$9.38M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.85KNew |
$277K - $319K
|
4.85K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.82K+ 1.69% |
$276K - $317K
|
289K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.71K+ 11.57% |
$269K - $310K
|
45.4K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.66K+ 20.59% |
$266K - $306K
|
27.3K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 1.88% |
$263K - $303K
|
250K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.6K+ 1.56% |
$263K - $303K
|
300K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 3.58% |
$263K - $302K
|
133K
$8.35M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.58K+ 7.62% |
$262K - $301K
|
64.6K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.52KNew |
$259K - $297K
|
4.52K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4.5K+ 76.05% |
$258K - $296K
|
10.4K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.44K+ 21.31% |
$254K - $292K
|
25.3K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
4.43KNew |
$253K - $291K
|
4.43K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.42K+ 0.19% |
$253K - $291K
|
2.28M
$143M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.37K+ 3.11% |
$250K - $288K
|
145K
$9.11M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.36K+ 30.36% |
$250K - $287K
|
18.7K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.35KNew |
$249K - $286K
|
4.35K
$273K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.34K+ 8.44% |
$248K - $286K
|
55.8K
$3.5M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.3K+ 57.73% |
$246K - $283K
|
11.7K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.29KNew |
$245K - $282K
|
4.29K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4.27K+ 2.2% |
$244K - $281K
|
199K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.25K+ 13.23% |
$243K - $280K
|
36.4K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.25K+ 4.84% |
$243K - $279K
|
91.9K
$5.77M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
4.24K+ 10.18% |
$243K - $279K
|
45.9K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.22K+ 1.11% |
$241K - $278K
|
385K
$24.2M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.18K+ 4.3% |
$239K - $275K
|
101K
$6.37M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.17K+ 27.45% |
$239K - $275K
|
19.4K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.16K+ 1.75% |
$238K - $274K
|
242K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.14KNew |
$237K - $272K
|
4.14K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.1K+ 6.31% |
$234K - $269K
|
69K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.07K+ 50.63% |
$233K - $268K
|
12.1K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.06K+ 1.02% |
$232K - $267K
|
402K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.05K+ 4.5% |
$232K - $266K
|
94.1K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.05K+ 44.35% |
$232K - $266K
|
13.2K
$827K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.05K+ 17.01% |
$231K - $266K
|
27.8K
$1.75M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.02K+ 1.15% |
$230K - $265K
|
353K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 42.09% |
$230K - $265K
|
13.6K
$852K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.01K+ 1.6% |
$229K - $264K
|
254K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4K+ 20.97% |
$229K - $263K
|
23.1K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4K+ 17.03% |
$229K - $263K
|
27.5K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 10.92% |
$228K - $262K
|
40.5K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$227K - $262K
|
3.98K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
3.97K+ 1.15% |
$227K - $261K
|
348K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$248K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.94KNew |
$225K - $259K
|
3.94K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.92K+ 7.38% |
$224K - $258K
|
57K
$3.58M
|