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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.53KNew |
$94.1K - $104K
|
1.53K
$86.8K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.51K+ 3.2% |
$93.4K - $103K
|
48.8K
$2.78M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$90.2K - $99.3K
|
1.46K
$83.3K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 4.92% |
$84.7K - $93.3K
|
29.3K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
1.33K+ 0.16% |
$82.2K - $90.4K
|
816K
$46.4M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.3KNew |
$80.4K - $88.4K
|
1.3K
$74.2K
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.94% |
$76.1K - $83.8K
|
43.2K
$2.46M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.2K+ 4.05% |
$74K - $81.4K
|
30.8K
$1.75M
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.13K+ 4.11% |
$69.7K - $76.7K
|
28.6K
$1.63M
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.12K+ 0.39% |
$69.1K - $76.1K
|
289K
$16.5M
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
1.04K+ 0.43% |
$64.3K - $70.7K
|
244K
$13.9M
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.04K+ 0.38% |
$63.8K - $70.2K
|
273K
$15.5M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.03KNew |
$63.5K - $69.9K
|
1.03K
$58.6K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
974+ 3.32% |
$60.1K - $66.1K
|
30.3K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
940New |
$58K - $63.8K
|
940
$53.5K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
938+ 7.72% |
$57.9K - $63.7K
|
13.1K
$745K
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
927+ 9.84% |
$57.2K - $62.9K
|
10.3K
$589K
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
924+ 1.41% |
$57K - $62.7K
|
66.6K
$3.79M
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
915+ 116.56% |
$56.4K - $62.1K
|
1.7K
$96.7K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
862+ 1231.43% |
$53.2K - $58.5K
|
932
$53K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
827New |
$51K - $56.1K
|
827
$47.1K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.96% |
$49.3K - $54.3K
|
9.73K
$554K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
798+ 8.38% |
$49.2K - $54.2K
|
10.3K
$588K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750New |
$46.3K - $50.9K
|
750
$42.7K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
748+ 1.05% |
$46.1K - $50.8K
|
72.3K
$4.12M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
747New |
$46.1K - $50.7K
|
747
$42.5K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
710New |
$43.8K - $48.2K
|
710
$40.4K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
707+ 13.43% |
$43.6K - $48K
|
5.97K
$340K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
695+ 22.18% |
$42.9K - $47.2K
|
3.83K
$218K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
676+ 3.55% |
$41.7K - $45.9K
|
19.7K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
665+ 0.59% |
$41K - $45.1K
|
113K
$6.41M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.27% |
$40.7K - $44.8K
|
13.2K
$750K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
659+ 7.91% |
$40.6K - $44.7K
|
8.99K
$511K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
611+ 0.51% |
$37.7K - $41.5K
|
122K
$6.92M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
589+ 499.15% |
$36.3K - $40K
|
707
$40.2K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
587New |
$36.2K - $39.8K
|
587
$33.4K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
580+ 27.82% |
$35.8K - $39.4K
|
2.67K
$152K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
567New |
$35K - $38.5K
|
567
$32.3K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
523+ 0.13% |
$32.3K - $35.5K
|
394K
$22.4M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
500+ 6.22% |
$30.8K - $33.9K
|
8.55K
$486K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
497+ 2.55% |
$30.7K - $33.7K
|
20K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
459+ 1.69% |
$28.3K - $31.2K
|
27.6K
$1.57M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
435New |
$26.8K - $29.5K
|
435
$24.8K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
424New |
$26.2K - $28.8K
|
424
$24.1K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
404+ 3.6% |
$24.9K - $27.4K
|
11.6K
$662K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$838K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
359+ 16.7% |
$22.1K - $24.4K
|
2.51K
$143K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
355+ 95.17% |
$21.9K - $24.1K
|
728
$41.4K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
352New |
$21.7K - $23.9K
|
352
$20K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
343+ 3.87% |
$21.2K - $23.3K
|
9.21K
$524K
|