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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$11K - $13.5K
|
50
$3.12K
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
39+ 0.61% |
$8.54K - $10.5K
|
6.39K
$399K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
38New |
$8.32K - $10.3K
|
38
$2.37K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
33+ 1.02% |
$7.23K - $8.91K
|
3.27K
$204K
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
8+ 0.32% |
$1.75K - $2.16K
|
2.49K
$155K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6+ 0.13% |
$1.31K - $1.62K
|
4.47K
$279K
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4New |
$876 - $1.08K
|
4
$249
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$876 - $1.08K
|
1.95K
$121K
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3New |
$657 - $810
|
3
$187
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $270
|
1.94K
$121K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
190KNew |
$47.7M - $54.2M
|
190K
$11.8M
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
10.9K+ 108710.0% |
$2.73M - $3.1M
|
10.9K
$679K
|
|
May 13, 2022
Q1 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
PUT |
8.4KNew |
$2.11M - $2.4M
|
8.4K
$524K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$1.4M - $1.59M
|
5.57K
$347K
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.25KNew |
$314K - $356K
|
1.25K
$77.8K
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
844New |
$212K - $241K
|
844
$52.6K
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
723+ 964.0% |
$182K - $206K
|
798
$49.8K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
400New |
$100K - $114K
|
400
$24.9K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
209+ 18.0% |
$52.5K - $59.6K
|
1.37K
$85.4K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35.3KNew |
$9.37M - $10.2M
|
35.3K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
15.7KNew |
$4.16M - $4.55M
|
15.7K
$976K
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.25KNew |
$333K - $363K
|
1.25K
$78K
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.15KNew |
$306K - $334K
|
1.15K
$71.7K
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1KNew |
$266K - $291K
|
1K
$62.4K
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
443New |
$118K - $129K
|
443
$27.6K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
400New |
$106K - $116K
|
400
$24.9K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
200New |
$53.2K - $58.1K
|
200
$12.5K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
100New |
$26.6K - $29.1K
|
100
$6.24K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91New |
$24.2K - $26.4K
|
91
$5.67K
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
50New |
$13.3K - $14.5K
|
50
$3.12K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40New |
$10.6K - $11.6K
|
40
$2.49K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$9.83K - $10.7K
|
37
$2.31K
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
5New |
$1.33K - $1.45K
|
5
$312
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.66KNew |
$2.22M - $2.4M
|
8.66K
$540K
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.11KNew |
$285K - $308K
|
1.11K
$69.2K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
495New |
$127K - $137K
|
495
$30.9K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
271KNew |
$70.6M - $75M
|
271K
$16.9M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.9KNew |
$4.91M - $5.21M
|
18.9K
$1.18M
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
490New |
$128K - $135K
|
490
$30.6K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66New |
$17.2K - $18.2K
|
66
$4.12K
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
83New |
$18.8K - $22.2K
|
83
$5.18K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
53.7KNew |
$10.1M - $12.4M
|
53.7K
$3.35M
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
1.41KNew |
$264K - $324K
|
1.41K
$87.6K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
445New |
$83.6K - $103K
|
445
$27.8K
|
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
101New |
$19K - $23.3K
|
101
$6.3K
|
|
Q3 2020 | |||||||
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
5.21KNew |
$908K - $1.02M
|
5.21K
$325K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.47KNew |
$431K - $485K
|
2.47K
$154K
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
2.27KNew |
$395K - $445K
|
2.27K
$141K
|
|
Q2 2020 | |||||||
Jun 26, 2024
Q2 2020
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
16.3K+ 18.8% |
$2.17M - $3.17M
|
103K
$6.43M
|
|
Q4 2019 | |||||||
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.25KNew |
$605K - $671K
|
3.25K
$203K
|