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 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.42K+ 3.31% |
$367K - $422K
|
200K
$11.4M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.36K+ 45.78% |
$364K - $418K
|
20.2K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.34K+ 68.3% |
$363K - $417K
|
15.6K
$890K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.18K+ 36.55% |
$353K - $406K
|
23.1K
$1.31M
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
6.14K+ 3.77% |
$351K - $404K
|
169K
$9.62M
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6.12K+ 2.63% |
$350K - $403K
|
239K
$13.6M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.98K+ 12.52% |
$342K - $393K
|
53.7K
$3.06M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.9K+ 1.25% |
$337K - $388K
|
478K
$27.2M
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.89K+ 71.13% |
$337K - $387K
|
14.2K
$806K
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.79K+ 16.09% |
$331K - $381K
|
41.8K
$2.38M
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
5.75K+ 0.65% |
$329K - $378K
|
891K
$50.7M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.73KNew |
$328K - $377K
|
5.73K
$326K
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.67K+ 3.6% |
$324K - $373K
|
163K
$9.29M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67K+ 1.1% |
$324K - $373K
|
522K
$29.7M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.63K+ 6.07% |
$322K - $370K
|
98.3K
$5.59M
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.58K+ 6.41% |
$319K - $367K
|
92.6K
$5.27M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.57K+ 7.17% |
$319K - $367K
|
83.2K
$4.74M
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
5.54K+ 0.73% |
$317K - $364K
|
760K
$43.2M
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.52K+ 2.96% |
$316K - $363K
|
192K
$10.9M
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
5.52K+ 1.76% |
$316K - $363K
|
318K
$18.1M
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 20.72% |
$315K - $362K
|
32K
$1.82M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.46K+ 3.21% |
$312K - $359K
|
176K
$9.99M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.44KNew |
$311K - $358K
|
5.44K
$310K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.42K+ 0.94% |
$310K - $356K
|
581K
$33.1M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.38K+ 34.78% |
$308K - $354K
|
20.9K
$1.19M
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.37K+ 3.33% |
$307K - $353K
|
167K
$9.48M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.36K+ 3.34% |
$307K - $353K
|
166K
$9.44M
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.3K+ 1.99% |
$303K - $349K
|
272K
$15.5M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3KNew |
$303K - $348K
|
5.3K
$301K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.28K+ 3.97% |
$302K - $347K
|
138K
$7.87M
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.24KNew |
$300K - $345K
|
5.24K
$298K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.23K+ 5.12% |
$299K - $344K
|
107K
$6.11M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 33.3% |
$298K - $342K
|
20.8K
$1.18M
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
5KNew |
$286K - $329K
|
5K
$284K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.99K+ 3.89% |
$285K - $328K
|
133K
$7.57M
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.85KNew |
$277K - $319K
|
4.85K
$276K
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.82K+ 1.69% |
$276K - $317K
|
289K
$16.4M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 3.32% |
$274K - $315K
|
149K
$8.48M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4.77K+ 2.04% |
$273K - $314K
|
239K
$13.6M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.66K+ 0.68% |
$267K - $307K
|
687K
$39.1M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.66K+ 20.59% |
$266K - $306K
|
27.3K
$1.55M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 1.88% |
$263K - $303K
|
250K
$14.2M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.6K+ 1.56% |
$263K - $303K
|
300K
$17M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.58K+ 7.62% |
$262K - $301K
|
64.6K
$3.68M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.52KNew |
$259K - $297K
|
4.52K
$257K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4.5K+ 76.05% |
$258K - $296K
|
10.4K
$593K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.44K+ 21.31% |
$254K - $292K
|
25.3K
$1.44M
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
4.43KNew |
$253K - $291K
|
4.43K
$252K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.42K+ 0.19% |
$253K - $291K
|
2.28M
$130M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.37K+ 3.11% |
$250K - $288K
|
145K
$8.26M
|