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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$151K
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.65KNew |
$653K - $722K
|
2.65K
$151K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.92KNew |
$471K - $522K
|
1.92K
$109K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.79KNew |
$441K - $488K
|
1.79K
$102K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$432K - $478K
|
1.76K
$99.9K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$337K - $373K
|
1.37K
$78K
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$334K - $370K
|
1.36K
$77.3K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.04K+ 136.29% |
$257K - $284K
|
1.81K
$103K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
974New |
$240K - $265K
|
974
$55.4K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
940New |
$231K - $256K
|
940
$53.5K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
740New |
$182K - $202K
|
740
$42.1K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
586+ 3.93% |
$144K - $160K
|
15.5K
$881K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
343+ 37.4% |
$84.4K - $93.4K
|
1.26K
$71.7K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
323+ 0.38% |
$79.5K - $88K
|
86K
$4.89M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
287+ 29.77% |
$70.6K - $78.2K
|
1.25K
$71.2K
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
275New |
$67.7K - $74.9K
|
275
$15.7K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
192New |
$47.3K - $52.3K
|
192
$10.9K
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
119New |
$29.3K - $32.4K
|
119
$6.77K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
79New |
$19.4K - $21.5K
|
79
$4.5K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$19.4K - $21.5K
|
79
$4.5K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
69New |
$17K - $18.8K
|
69
$3.93K
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.25% |
$11.6K - $12.8K
|
942
$53.6K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37New |
$9.11K - $10.1K
|
37
$2.11K
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21New |
$5.17K - $5.72K
|
21
$1.2K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.85% |
$1.97K - $2.18K
|
952
$54.2K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.48K - $1.63K
|
6
$341
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16.1K+ 1.36% |
$3.88M - $4.22M
|
1.2M
$68.6M
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$2.69M - $2.92M
|
11.2K
$636K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.87KNew |
$1.65M - $1.8M
|
6.87K
$391K
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$772K - $840K
|
3.21K
$183K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.13K+ 0.69% |
$752K - $818K
|
455K
$25.9M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.34KNew |
$562K - $612K
|
2.34K
$133K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06K+ 1.52% |
$496K - $540K
|
138K
$7.84M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.97KNew |
$473K - $515K
|
1.97K
$112K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.8K+ 1139.24% |
$432K - $471K
|
1.96K
$111K
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.57KNew |
$378K - $411K
|
1.57K
$89.5K
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.25KNew |
$300K - $327K
|
1.25K
$71.1K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
985New |
$237K - $258K
|
985
$56.1K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
984New |
$236K - $257K
|
984
$56K
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
870New |
$209K - $227K
|
870
$49.5K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
831New |
$200K - $217K
|
831
$47.3K
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
787New |
$189K - $206K
|
787
$44.8K
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
776New |
$186K - $203K
|
776
$44.2K
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
233+ 1.99% |
$56K - $60.9K
|
12K
$681K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
204+ 0.17% |
$49K - $53.3K
|
124K
$7.03M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$48K - $52.3K
|
200
$11.4K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
162New |
$38.9K - $42.4K
|
162
$9.22K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
68New |
$16.3K - $17.8K
|
68
$3.87K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
68+ 0.18% |
$16.3K - $17.8K
|
37.8K
$2.15M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
63+ 0.83% |
$15.1K - $16.5K
|
7.68K
$437K
|