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 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.61K+ 479.65% |
$206K - $1.03M
|
4.36K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 400.0% |
$205K - $1.03M
|
4.5K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$223K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.56K+ 400.0% |
$203K - $1.01M
|
4.45K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.51K+ 384.67% |
$200K - $1M
|
4.43K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.5KNew |
$199K - $997K
|
3.5K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.5K+ 378.35% |
$199K - $996K
|
4.42K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.5K+ 400.0% |
$199K - $996K
|
4.37K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.48KNew |
$198K - $992K
|
3.48K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3.48K+ 400.0% |
$198K - $991K
|
4.35K
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.46KNew |
$197K - $985K
|
3.46K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.44K+ 400.0% |
$196K - $980K
|
4.3K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.41K+ 400.0% |
$194K - $972K
|
4.27K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.4KNew |
$194K - $969K
|
3.4K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.35K+ 400.0% |
$191K - $955K
|
4.19K
$261K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.34KNew |
$190K - $952K
|
3.34K
$208K
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$207K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 400.0% |
$182K - $912K
|
4K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.18K+ 400.0% |
$181K - $906K
|
3.98K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.98K+ 400.0% |
$170K - $850K
|
3.73K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.92K+ 324.89% |
$167K - $833K
|
3.82K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.91K+ 218.56% |
$166K - $829K
|
4.24K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.91K+ 400.83% |
$166K - $828K
|
3.63K
$226K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.9K+ 400.0% |
$165K - $825K
|
3.62K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.88K+ 400.0% |
$164K - $820K
|
3.6K
$224K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 293.91% |
$159K - $797K
|
3.75K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.77K+ 400.0% |
$158K - $789K
|
3.46K
$216K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.71K+ 361.33% |
$154K - $772K
|
3.46K
$216K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.69K+ 356.84% |
$153K - $766K
|
3.44K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.65K+ 270.16% |
$151K - $756K
|
3.64K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.64KNew |
$150K - $751K
|
2.64K
$164K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.6K+ 400.0% |
$148K - $742K
|
3.26K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.52K+ 400.0% |
$144K - $718K
|
3.15K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
2.5KNew |
$142K - $712K
|
2.5K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.46K+ 284.2% |
$140K - $702K
|
3.33K
$208K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.42K+ 146.22% |
$138K - $689K
|
4.07K
$254K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.26K+ 272.74% |
$129K - $644K
|
3.09K
$193K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.25K+ 184.6% |
$128K - $642K
|
3.48K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.2K+ 399.64% |
$125K - $628K
|
2.75K
$172K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.15K+ 393.6% |
$123K - $614K
|
2.7K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 400.0% |
$110K - $552K
|
2.42K
$151K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.93K+ 400.0% |
$110K - $549K
|
2.41K
$150K
|