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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77+ 0.07% |
$4.41K - $5.07K
|
106K
$6.67M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
76+ 0.28% |
$4.35K - $5K
|
27.3K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.4% |
$4.12K - $4.74K
|
5.21K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$93.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.23% |
$4.06K - $4.67K
|
5.85K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
70+ 8.7% |
$4K - $4.61K
|
875
$54.9K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
70+ 0.57% |
$4K - $4.61K
|
12.4K
$776K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 16.55% |
$4K - $4.61K
|
493
$31K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
69+ 0.61% |
$3.95K - $4.54K
|
11.4K
$713K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
67+ 0.38% |
$3.83K - $4.41K
|
17.5K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
66+ 0.7% |
$3.78K - $4.34K
|
9.5K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
66+ 0.58% |
$3.78K - $4.34K
|
11.4K
$715K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
64+ 1.42% |
$3.66K - $4.21K
|
4.56K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
56+ 0.35% |
$3.2K - $3.68K
|
16.2K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
56+ 41.48% |
$3.2K - $3.68K
|
191
$12K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
56+ 0.14% |
$3.2K - $3.68K
|
40.4K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
55+ 20.75% |
$3.15K - $3.62K
|
320
$20.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
55+ 0.57% |
$3.15K - $3.62K
|
9.64K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
54+ 0.52% |
$3.09K - $3.55K
|
10.4K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
53+ 0.25% |
$3.03K - $3.49K
|
21.6K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
52+ 9.37% |
$2.97K - $3.42K
|
607
$38.1K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
49+ 0.04% |
$2.8K - $3.22K
|
126K
$7.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
46+ 1.17% |
$2.63K - $3.03K
|
3.99K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45+ 0.21% |
$2.57K - $2.96K
|
21.4K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
45+ 0.46% |
$2.57K - $2.96K
|
9.87K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 0.13% |
$2.35K - $2.7K
|
30.6K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 16.87% |
$2.35K - $2.7K
|
284
$17.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
40+ 1.15% |
$2.29K - $2.63K
|
3.52K
$221K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 1.05% |
$2.29K - $2.63K
|
3.87K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
38+ 0.25% |
$2.17K - $2.5K
|
15.1K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
37+ 3.68% |
$2.12K - $2.43K
|
1.04K
$65.4K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
37+ 0.76% |
$2.12K - $2.43K
|
4.9K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36+ 0.16% |
$2.06K - $2.37K
|
22.7K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 0.98% |
$2.06K - $2.37K
|
3.7K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
33+ 0.44% |
$1.89K - $2.17K
|
7.47K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
33+ 0.28% |
$1.89K - $2.17K
|
11.7K
$733K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
33+ 0.27% |
$1.89K - $2.17K
|
12.2K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
32+ 0.84% |
$1.83K - $2.11K
|
3.84K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32+ 0.16% |
$1.83K - $2.11K
|
20.5K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.23% |
$1.72K - $1.97K
|
13K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
29+ 0.36% |
$1.66K - $1.91K
|
7.99K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
28+ 0.25% |
$1.6K - $1.84K
|
11.3K
$712K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25+ 100.0% |
$1.43K - $1.65K
|
50
$3.14K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
25+ 0.27% |
$1.43K - $1.65K
|
9.2K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
25+ 0.54% |
$1.43K - $1.65K
|
4.69K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.43K - $1.65K
|
13.8K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.49% |
$1.37K - $1.58K
|
4.93K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
22+ 0.21% |
$1.26K - $1.45K
|
10.6K
$667K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.26K - $1.45K
|
10.9K
$687K
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
21+ 0.28% |
$1.2K - $1.38K
|
7.51K
$471K
|