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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 5.61% |
$713K - $779K
|
234K
$14.5M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.4K+ 3.94% |
$710K - $776K
|
327K
$20.2M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3K+ 39.27% |
$704K - $770K
|
43.6K
$2.7M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.2K+ 9.34% |
$700K - $766K
|
143K
$8.86M
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$700K - $765K
|
12.2K
$755K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
12.2K+ 10.37% |
$698K - $763K
|
130K
$8.03M
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
11.9K+ 1.2% |
$682K - $746K
|
1.01M
$62.3M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$681K - $744K
|
11.9K
$735K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 0.75% |
$680K - $743K
|
1.59M
$98.5M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7K+ 3.13% |
$672K - $735K
|
387K
$23.9M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.5K+ 1.08% |
$660K - $722K
|
1.08M
$66.8M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
11.4KNew |
$653K - $714K
|
11.4K
$705K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 8.94% |
$653K - $713K
|
139K
$8.58M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.1K+ 507.65% |
$635K - $694K
|
13.3K
$821K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11K+ 24.83% |
$631K - $689K
|
55.3K
$3.42M
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10.9K+ 16.11% |
$627K - $685K
|
78.8K
$4.88M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.8K+ 5.42% |
$619K - $677K
|
210K
$13M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.7K+ 39.73% |
$615K - $672K
|
37.7K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 5.72% |
$604K - $660K
|
195K
$12.1M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
10.5K+ 0.83% |
$602K - $658K
|
1.28M
$79M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 4.71% |
$601K - $657K
|
233K
$14.4M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 8.98% |
$601K - $657K
|
127K
$7.87M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.4K+ 1.07% |
$599K - $654K
|
982K
$60.8M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 2.36% |
$597K - $652K
|
452K
$27.9M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$597K - $652K
|
10.4K
$644K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.4K+ 3.42% |
$596K - $651K
|
314K
$19.4M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
10.2K+ 3.69% |
$587K - $641K
|
288K
$17.8M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
10KNew |
$574K - $628K
|
10K
$620K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
10KNew |
$573K - $627K
|
10K
$619K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.99K+ 4.63% |
$572K - $626K
|
226K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.95K+ 6.26% |
$570K - $623K
|
169K
$10.4M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.92K+ 19.72% |
$569K - $622K
|
60.3K
$3.73M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.9K+ 2.45% |
$568K - $620K
|
415K
$25.7M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.89K+ 147.54% |
$567K - $619K
|
16.6K
$1.03M
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.85K+ 6.85% |
$565K - $617K
|
154K
$9.51M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.85K+ 50.6% |
$565K - $617K
|
29.3K
$1.81M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
9.79K+ 1.81% |
$561K - $613K
|
552K
$34.2M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.75K+ 6.94% |
$559K - $611K
|
150K
$9.3M
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
9.71K+ 3.68% |
$556K - $608K
|
273K
$16.9M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.63K+ 2.88% |
$552K - $603K
|
344K
$21.3M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.46K+ 1.52% |
$542K - $592K
|
630K
$39M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.45K+ 8.55% |
$542K - $592K
|
120K
$7.42M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.41K+ 145.52% |
$539K - $589K
|
15.9K
$982K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 7.76% |
$536K - $586K
|
130K
$8.04M
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
9.26K+ 45.54% |
$531K - $580K
|
29.6K
$1.83M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.23K+ 1.13% |
$529K - $578K
|
824K
$51M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.17K+ 1.27% |
$526K - $574K
|
730K
$45.2M
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.14KNew |
$524K - $573K
|
9.14K
$566K
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
9.1K+ 20.35% |
$521K - $570K
|
53.8K
$3.33M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9.05K+ 2.03% |
$519K - $567K
|
455K
$28.2M
|