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 13, 2022
Q1 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
PUT |
8.4KNew |
$2.11M - $2.4M
|
8.4K
$538K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$1.4M - $1.59M
|
5.57K
$357K
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.25KNew |
$314K - $356K
|
1.25K
$79.9K
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
844New |
$212K - $241K
|
844
$54.1K
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
723+ 964.0% |
$182K - $206K
|
798
$51.1K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
400New |
$100K - $114K
|
400
$25.6K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
209+ 18.0% |
$52.5K - $59.6K
|
1.37K
$87.7K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35.3KNew |
$9.37M - $10.2M
|
35.3K
$2.26M
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
15.7KNew |
$4.16M - $4.55M
|
15.7K
$1M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.25KNew |
$333K - $363K
|
1.25K
$80.1K
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.15KNew |
$306K - $334K
|
1.15K
$73.7K
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1KNew |
$266K - $291K
|
1K
$64.1K
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
443New |
$118K - $129K
|
443
$28.4K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
400New |
$106K - $116K
|
400
$25.6K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
200New |
$53.2K - $58.1K
|
200
$12.8K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
100New |
$26.6K - $29.1K
|
100
$6.41K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91New |
$24.2K - $26.4K
|
91
$5.83K
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
50New |
$13.3K - $14.5K
|
50
$3.2K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40New |
$10.6K - $11.6K
|
40
$2.56K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$9.83K - $10.7K
|
37
$2.37K
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
5New |
$1.33K - $1.45K
|
5
$320
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.66KNew |
$2.22M - $2.4M
|
8.66K
$555K
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.11KNew |
$285K - $308K
|
1.11K
$71.1K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
495New |
$127K - $137K
|
495
$31.7K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
271KNew |
$70.6M - $75M
|
271K
$17.4M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.9KNew |
$4.91M - $5.21M
|
18.9K
$1.21M
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
490New |
$128K - $135K
|
490
$31.4K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66New |
$17.2K - $18.2K
|
66
$4.23K
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
83New |
$18.8K - $22.2K
|
83
$5.32K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
53.7KNew |
$10.1M - $12.4M
|
53.7K
$3.44M
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
1.41KNew |
$264K - $324K
|
1.41K
$90K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
445New |
$83.6K - $103K
|
445
$28.5K
|
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
101New |
$19K - $23.3K
|
101
$6.47K
|
|
Q3 2020 | |||||||
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
5.21KNew |
$908K - $1.02M
|
5.21K
$333K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.47KNew |
$431K - $485K
|
2.47K
$158K
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
2.27KNew |
$395K - $445K
|
2.27K
$145K
|
|
Q4 2019 | |||||||
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.25KNew |
$605K - $671K
|
3.25K
$208K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
4.1KNew |
$751K - $814K
|
4.1K
$263K
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
6.82KNew |
$1.11M - $1.32M
|
6.82K
$437K
|
|
May 15, 2019
Q1 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$114K - $135K
|
700
$44.8K
|
|
Q4 2018 | |||||||
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
569New |
$89K - $114K
|
569
$36.4K
|
|
Q3 2018 | |||||||
Nov 05, 2018
Q3 2018
|
D.B. Root & Company, LLC
|
BUY
|
- |
996New |
$194K - $204K
|
996
$63.8K
|
|
Nov 14, 2018
Q3 2018
|
Ubs Group Ag
|
BUY
|
PUT |
500New |
$97.4K - $102K
|
500
$32K
|
|
Q1 2018 | |||||||
May 04, 2018
Q1 2018
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
100New |
$18K - $19.9K
|
100
$6.41K
|
|
Q4 2017 | |||||||
Oct 04, 2024
Q4 2017
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.8KNew |
$1.05M - $1.11M
|
5.8K
$371K
|
|
Q3 2017 | |||||||
Nov 01, 2017
Q3 2017
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.86KNew |
$506K - $512K
|
2.86K
$183K
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$177 - $179
|
1
$64.1
|