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
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.9K+ 400.0% |
$108K - $541K
|
2.38K
$135K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 400.0% |
$108K - $538K
|
2.36K
$134K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.84K+ 400.0% |
$105K - $526K
|
2.31K
$131K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
1.79K+ 436.59% |
$102K - $510K
|
2.2K
$125K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.75KNew |
$99.7K - $499K
|
1.75K
$99.6K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.66K+ 400.0% |
$94.8K - $474K
|
2.08K
$118K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.64K+ 400.0% |
$93.7K - $469K
|
2.06K
$117K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.58K+ 400.0% |
$90.3K - $451K
|
1.98K
$113K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.57K+ 341.3% |
$89.5K - $447K
|
2.03K
$116K
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.48K+ 400.0% |
$84.1K - $421K
|
1.85K
$105K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.42K+ 400.0% |
$80.9K - $405K
|
1.78K
$101K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.32K+ 400.0% |
$75.4K - $377K
|
1.66K
$94.2K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 400.0% |
$71.8K - $359K
|
1.58K
$89.6K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.21KNew |
$68.7K - $343K
|
1.21K
$68.6K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.16K+ 394.9% |
$66.2K - $331K
|
1.46K
$82.8K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
1.1K+ 26.19% |
$62.7K - $313K
|
5.3K
$302K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.09K+ 400.0% |
$62K - $310K
|
1.36K
$77.4K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.07KNew |
$60.7K - $304K
|
1.07K
$60.6K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
979+ 453.24% |
$55.8K - $279K
|
1.2K
$68K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
959+ 83.32% |
$54.6K - $273K
|
2.11K
$120K
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
800+ 400.0% |
$45.6K - $228K
|
1K
$56.9K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
748+ 400.0% |
$42.6K - $213K
|
935
$53.2K
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 400.0% |
$39.9K - $199K
|
875
$49.8K
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
642+ 398.76% |
$36.6K - $183K
|
803
$45.7K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
565New |
$32.2K - $161K
|
565
$32.2K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
524+ 400.0% |
$29.9K - $149K
|
655
$37.3K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
500+ 400.0% |
$28.5K - $142K
|
625
$35.6K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
481+ 18.27% |
$27.4K - $137K
|
3.11K
$177K
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
472+ 400.0% |
$26.9K - $135K
|
590
$33.6K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
432+ 400.0% |
$24.6K - $123K
|
540
$30.7K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
380+ 400.0% |
$21.7K - $108K
|
475
$27K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
336+ 400.0% |
$19.1K - $95.8K
|
420
$23.9K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
288+ 400.0% |
$16.4K - $82.1K
|
360
$20.5K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
255New |
$14.5K - $72.7K
|
255
$14.5K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204+ 400.0% |
$11.6K - $58.1K
|
255
$14.5K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200+ 400.0% |
$11.4K - $57K
|
250
$14.2K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
176+ 400.0% |
$10K - $50.2K
|
220
$12.5K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
150New |
$8.55K - $42.7K
|
150
$8.54K
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
144+ 400.0% |
$8.21K - $41K
|
180
$10.2K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
33+ 6.92% |
$1.88K - $9.4K
|
510
$29K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
8+ 400.0% |
$456 - $2.28K
|
10
$569
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.47MNew |
$341M - $412M
|
1.47M
$83.7M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30.3K+ 136.32% |
$7.04M - $8.49M
|
52.6K
$2.99M
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
11.9KNew |
$2.76M - $3.33M
|
11.9K
$678K
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
8.64KNew |
$2.01M - $2.42M
|
8.64K
$492K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.52KNew |
$1.28M - $1.55M
|
5.52K
$314K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
5.29K+ 18.52% |
$1.23M - $1.48M
|
33.9K
$1.93M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 14.26% |
$804K - $970K
|
27.8K
$1.58M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.83K+ 70.66% |
$656K - $791K
|
6.83K
$389K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.22KNew |
$516K - $622K
|
2.22K
$126K
|