Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.46K- 60.83% |
$198K - $216K
|
2.23K
$142K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-3.03K- 13.26% |
$173K - $190K
|
19.8K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 4.75% |
$171K - $187K
|
59.8K
$3.82M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.8K- 1.6% |
$160K - $175K
|
172K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.67K- 44.48% |
$153K - $168K
|
3.34K
$213K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.38K- 3.77% |
$136K - $149K
|
60.7K
$3.88M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.38K- 18.26% |
$136K - $149K
|
10.6K
$680K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.96K- 5.32% |
$112K - $123K
|
34.9K
$2.23M
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.9K- 5.78% |
$109K - $119K
|
31K
$1.98M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.81K- 33.44% |
$104K - $113K
|
3.6K
$230K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.75K- 5.64% |
$100K - $110K
|
29.2K
$1.87M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.73K- 11.41% |
$99K - $108K
|
13.4K
$856K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.63K- 0.16% |
$93.5K - $102K
|
1.03M
$66M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 16.81% |
$80.1K - $87.5K
|
6.92K
$442K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 2.05% |
$76.6K - $83.7K
|
63.8K
$4.08M
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.32K- 25.02% |
$75.7K - $82.7K
|
3.96K
$253K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 1.59% |
$74.1K - $81K
|
79.8K
$5.1M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 7.89% |
$67.6K - $73.9K
|
13.8K
$881K
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.15K- 23.79% |
$65.7K - $71.8K
|
3.67K
$235K
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-1K- 13.31% |
$57.3K - $62.7K
|
6.52K
$416K
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-970- 2.49% |
$55.6K - $60.8K
|
38.1K
$2.43M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-910- 20.0% |
$52.2K - $57K
|
3.64K
$233K
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-875- 19.38% |
$50.2K - $54.8K
|
3.64K
$233K
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-875- 5.46% |
$50.2K - $54.8K
|
15.1K
$968K
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-845- 3.29% |
$48.4K - $52.9K
|
24.8K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-791- 5.37% |
$45.3K - $49.6K
|
13.9K
$890K
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-767- 0.72% |
$44K - $48.1K
|
105K
$6.73M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-750- 5.17% |
$43K - $47K
|
13.7K
$878K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-680- 16.81% |
$39K - $42.6K
|
3.37K
$215K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-644- 2.71% |
$36.9K - $40.3K
|
23.1K
$1.48M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-635- 3.42% |
$36.4K - $39.8K
|
17.9K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-625- 11.06% |
$35.8K - $39.2K
|
5.03K
$321K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-601- 2.18% |
$34.4K - $37.7K
|
27K
$1.72M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-576- 0.46% |
$33K - $36.1K
|
126K
$8.05M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-575- 10.45% |
$33K - $36K
|
4.93K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-550- 5.13% |
$31.5K - $34.5K
|
10.2K
$650K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-519- 1.51% |
$29.7K - $32.5K
|
33.8K
$2.16M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-516- 12.71% |
$29.6K - $32.3K
|
3.54K
$226K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-501- 3.73% |
$28.7K - $31.4K
|
12.9K
$827K
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-500- 12.18% |
$28.7K - $31.3K
|
3.61K
$230K
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 6.67% |
$28.7K - $31.3K
|
7K
$447K
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-497- 6.69% |
$28.5K - $31.1K
|
6.93K
$443K
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-480- 12.0% |
$27.5K - $30.1K
|
3.52K
$225K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-446- 2.92% |
$25.6K - $27.9K
|
14.9K
$949K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 3.35% |
$24.5K - $26.8K
|
12.4K
$789K
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 0.8% |
$23.8K - $26K
|
51.3K
$3.28M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-380- 6.28% |
$21.8K - $23.8K
|
5.68K
$363K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-380- 2.78% |
$21.8K - $23.8K
|
13.3K
$848K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-350- 11.97% |
$20.1K - $21.9K
|
2.58K
$165K
|