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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.01K+ 1.39% |
$57.1K - $61.5K
|
73.8K
$4.57M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
985+ 48.36% |
$55.6K - $59.9K
|
3.02K
$187K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$76.4K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
846+ 8.34% |
$47.7K - $51.4K
|
11K
$680K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
825+ 12.55% |
$46.6K - $50.2K
|
7.4K
$458K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
735New |
$41.5K - $44.7K
|
735
$45.5K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
665New |
$37.5K - $40.4K
|
665
$41.2K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
655+ 10.08% |
$37K - $39.8K
|
7.15K
$443K
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
645+ 61.43% |
$36.4K - $39.2K
|
1.7K
$105K
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
575+ 5.19% |
$32.4K - $35K
|
11.7K
$721K
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
545New |
$30.8K - $33.1K
|
545
$33.7K
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
500+ 10.93% |
$28.2K - $30.4K
|
5.08K
$314K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
444+ 400.0% |
$25.1K - $27K
|
555
$34.3K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
430+ 200.0% |
$24.3K - $26.1K
|
645
$39.9K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
405New |
$22.9K - $24.6K
|
405
$25.1K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
400+ 1.58% |
$22.6K - $24.3K
|
25.7K
$1.59M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
399+ 46.67% |
$22.5K - $24.3K
|
1.25K
$77.6K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
390+ 4.91% |
$22K - $23.7K
|
8.34K
$516K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
370+ 27.82% |
$20.9K - $22.5K
|
1.7K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
360New |
$20.3K - $21.9K
|
360
$22.3K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
336+ 3.14% |
$19K - $20.4K
|
11K
$683K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
325+ 7.03% |
$18.3K - $19.8K
|
4.95K
$306K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
320+ 1.09% |
$18.1K - $19.5K
|
29.6K
$1.83M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
317+ 2.4% |
$17.9K - $19.3K
|
13.5K
$837K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
305+ 5.15% |
$17.2K - $18.5K
|
6.23K
$386K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
274+ 2.25% |
$15.5K - $16.7K
|
12.4K
$770K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$16.4K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$16.4K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
259+ 6.67% |
$14.6K - $15.7K
|
4.14K
$256K
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
246+ 0.51% |
$13.9K - $15K
|
48.3K
$2.99M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
244+ 8.44% |
$13.8K - $14.8K
|
3.13K
$194K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
219+ 0.58% |
$12.4K - $13.3K
|
38.1K
$2.36M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
203+ 1.95% |
$11.5K - $12.3K
|
10.6K
$657K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$11.3K - $12.2K
|
200
$12.4K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
175New |
$9.88K - $10.6K
|
175
$10.8K
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
125+ 2.1% |
$7.05K - $7.6K
|
6.09K
$377K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
125+ 6.22% |
$7.05K - $7.6K
|
2.14K
$132K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100+ 1.1% |
$5.64K - $6.08K
|
9.19K
$568K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 21.76% |
$5.59K - $6.02K
|
554
$34.3K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
70+ 2.74% |
$3.95K - $4.26K
|
2.63K
$163K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$628K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
34+ 0.28% |
$1.92K - $2.07K
|
12K
$745K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
34+ 0.42% |
$1.92K - $2.07K
|
8.16K
$505K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
26+ 0.12% |
$1.47K - $1.58K
|
21.5K
$1.33M
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19New |
$1.07K - $1.16K
|
19
$1.18K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 0.68% |
$1.07K - $1.16K
|
2.8K
$173K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$903 - $973
|
16
$990
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16New |
$903 - $973
|
16
$990
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.18% |
$677 - $729
|
6.63K
$410K
|