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 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
400New |
$92.8K - $112K
|
400
$24.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
314+ 32.74% |
$72.9K - $87.9K
|
1.27K
$79.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
170New |
$39.4K - $47.6K
|
170
$10.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
141New |
$32.7K - $39.5K
|
141
$8.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
139+ 13.71% |
$32.3K - $38.9K
|
1.15K
$71.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
114+ 475.0% |
$26.5K - $31.9K
|
138
$8.61K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
86+ 1.88% |
$20K - $24.1K
|
4.66K
$290K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
74+ 7400.0% |
$17.2K - $20.7K
|
75
$4.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
70+ 0.2% |
$16.2K - $19.6K
|
35.6K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
46New |
$10.7K - $12.9K
|
46
$2.87K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.19% |
$2.55K - $3.08K
|
5.76K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10+ 0.47% |
$2.32K - $2.8K
|
2.13K
$133K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.61% |
$2.32K - $2.8K
|
1.64K
$102K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.39K - $1.68K
|
6
$374
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.51% |
$232 - $280
|
197
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.06% |
$232 - $280
|
1.75K
$109K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
90.6KNew |
$22.3M - $24.7M
|
90.6K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
84.6K+ 8.93% |
$20.8M - $23.1M
|
1.03M
$64.4M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78.7KNew |
$19.4M - $21.4M
|
78.7K
$4.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
66.9KNew |
$16.5M - $18.2M
|
66.9K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
55.7KNew |
$13.7M - $15.2M
|
55.7K
$3.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$3.98M - $4.4M
|
16.2K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
14.4K+ 2326.49% |
$3.54M - $3.92M
|
15K
$937K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.1KNew |
$3.46M - $3.83M
|
14.1K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12KNew |
$2.96M - $3.27M
|
12K
$749K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$2.89M - $3.19M
|
11.7K
$731K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
9.53KNew |
$2.35M - $2.6M
|
9.53K
$594K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
8.46KNew |
$2.08M - $2.31M
|
8.46K
$528K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.38K+ 664.2% |
$1.57M - $1.74M
|
7.34K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.58KNew |
$1.37M - $1.52M
|
5.58K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.56KNew |
$1.37M - $1.51M
|
5.56K
$346K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.37KNew |
$1.32M - $1.46M
|
5.37K
$335K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.95KNew |
$972K - $1.08M
|
3.95K
$246K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
3.5KNew |
$861K - $953K
|
3.5K
$218K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.46K+ 1573.64% |
$852K - $943K
|
3.68K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$735K - $814K
|
2.99K
$186K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 18.65% |
$705K - $780K
|
18.2K
$1.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.76KNew |
$679K - $752K
|
2.76K
$172K
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.7KNew |
$665K - $736K
|
2.7K
$168K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$165K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.92KNew |
$471K - $522K
|
1.92K
$119K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.79KNew |
$441K - $488K
|
1.79K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$432K - $478K
|
1.76K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$337K - $373K
|
1.37K
$85.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$334K - $370K
|
1.36K
$84.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.04K+ 136.29% |
$257K - $284K
|
1.81K
$113K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
974New |
$240K - $265K
|
974
$60.7K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
940New |
$231K - $256K
|
940
$58.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
740New |
$182K - $202K
|
740
$46.1K
|
|