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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
100+ 0.13% |
$23.7K - $27.2K
|
77.3K
$4.85M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
48New |
$11.4K - $13K
|
48
$3.01K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
38+ 2.85% |
$9.02K - $10.3K
|
1.37K
$86.1K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
23+ 0.29% |
$5.46K - $6.25K
|
7.84K
$492K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.42K - $1.63K
|
1K
$62.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.7KNew |
$703K - $4.04M
|
15.7K
$987K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.8KNew |
$528K - $3.03M
|
11.8K
$740K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6.62K+ 107.89% |
$296K - $1.7M
|
12.8K
$801K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.47K+ 77.01% |
$245K - $1.41M
|
12.6K
$790K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5K+ 117.66% |
$224K - $1.29M
|
9.26K
$581K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.15KNew |
$186K - $1.07M
|
4.15K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.72K+ 6200.0% |
$166K - $956K
|
3.78K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.48KNew |
$156K - $895K
|
3.48K
$219K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.2KNew |
$143K - $821K
|
3.2K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$112K - $644K
|
2.5K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.48KNew |
$111K - $637K
|
2.48K
$156K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.99KNew |
$89K - $511K
|
1.99K
$125K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.81KNew |
$81K - $465K
|
1.81K
$114K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.37KNew |
$61.1K - $351K
|
1.37K
$85.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.12K+ 2.71% |
$50.1K - $288K
|
42.4K
$2.66M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.11KNew |
$49.4K - $284K
|
1.11K
$69.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.01KNew |
$45K - $258K
|
1.01K
$63.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
994New |
$44.5K - $255K
|
994
$62.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
880New |
$39.4K - $226K
|
880
$55.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
842New |
$37.7K - $216K
|
842
$52.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
798New |
$35.7K - $205K
|
798
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
590New |
$26.4K - $152K
|
590
$37K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
551New |
$24.7K - $142K
|
551
$34.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
498+ 1.33% |
$22.3K - $128K
|
37.9K
$2.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
225New |
$10.1K - $57.8K
|
225
$14.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
132+ 2.76% |
$5.91K - $33.9K
|
4.92K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
116New |
$5.19K - $29.8K
|
116
$7.28K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
101New |
$4.52K - $26K
|
101
$6.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
43New |
$1.92K - $11.1K
|
43
$2.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37New |
$1.66K - $9.51K
|
37
$2.32K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
36New |
$1.61K - $9.25K
|
36
$2.26K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21+ 1.94% |
$940 - $5.4K
|
1.1K
$69.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
20+ 1.97% |
$895 - $5.14K
|
1.04K
$65K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6New |
$268 - $1.54K
|
6
$377
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.42% |
$179 - $1.03K
|
960
$60.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$188
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$188
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3+ 0.3% |
$134 - $771
|
1K
$63K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
48.7K+ 113.43% |
$2.14M - $12.8M
|
91.7K
$5.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14KNew |
$269K - $1.62M
|
6.14K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.01K+ 16.04% |
$132K - $792K
|
21.8K
$1.37M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.15KNew |
$50.3K - $302K
|
1.15K
$72K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.05KNew |
$45.9K - $276K
|
1.05K
$65.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
1.04KNew |
$45.6K - $274K
|
1.04K
$65.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
954+ 7.75% |
$41.8K - $251K
|
13.3K
$833K
|
|