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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-633- 4.12% |
$147K - $177K
|
14.7K
$969K
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-417- 21.67% |
$96.8K - $117K
|
1.51K
$99.1K
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-348- 17.86% |
$80.7K - $97.4K
|
1.6K
$105K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-66- 40.99% |
$15.3K - $18.5K
|
95
$6.25K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-61- 80.26% |
$14.2K - $17.1K
|
15
$987
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-42- 4.62% |
$9.75K - $11.8K
|
867
$57K
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 1.91% |
$9.28K - $11.2K
|
2.05K
$135K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-11- 0.44% |
$2.55K - $3.08K
|
2.47K
$162K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-176KClosed |
$43.4M - $48.1M
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-90.9K- 98.96% |
$22.4M - $24.7M
|
957
$63K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35.1K- 7.71% |
$8.64M - $9.56M
|
420K
$27.6M
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
SELL
|
- |
-33.3K- 88.71% |
$8.19M - $9.07M
|
4.23K
$279K
|
|
Nov 01, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-6.7K- 10.12% |
$1.65M - $1.83M
|
59.5K
$3.91M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.69K- 2.02% |
$1.15M - $1.28M
|
228K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.21K- 2.67% |
$789K - $873K
|
117K
$7.68M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-712- 4.82% |
$175K - $194K
|
14.1K
$925K
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-608- 3.67% |
$150K - $166K
|
15.9K
$1.05M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-491- 7.99% |
$121K - $134K
|
5.65K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-80- 12.66% |
$19.7K - $21.8K
|
552
$36.3K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-56- 4.16% |
$13.8K - $15.3K
|
1.29K
$84.9K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-55- 0.34% |
$13.5K - $15K
|
16.2K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-37- 54.41% |
$9.11K - $10.1K
|
31
$2.04K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-35- 35.0% |
$8.62K - $9.53K
|
65
$4.28K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-12- 0.28% |
$2.95K - $3.27K
|
4.3K
$283K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6- 0.52% |
$1.48K - $1.63K
|
1.15K
$75.9K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-6- 0.72% |
$1.48K - $1.63K
|
827
$54.4K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3- 2.56% |
$738 - $817
|
114
$7.5K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.19M- 82.88% |
$286M - $311M
|
246K
$16.2M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-26.2K- 17.55% |
$6.3M - $6.85M
|
123K
$8.1M
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.9K- 93.93% |
$3.57M - $3.89M
|
961
$63.2K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.28M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.28M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.6K- 83.69% |
$1.34M - $1.46M
|
1.09K
$71.8K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.88K- 2.25% |
$451K - $491K
|
81.4K
$5.35M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 16.93% |
$309K - $336K
|
6.31K
$415K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-977- 20.29% |
$235K - $255K
|
3.84K
$253K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-828- 17.94% |
$199K - $217K
|
3.79K
$249K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-736- 2.55% |
$177K - $192K
|
28.1K
$1.85M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-616- 9.01% |
$148K - $161K
|
6.22K
$409K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-426- 2.62% |
$102K - $111K
|
15.9K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-390- 18.92% |
$93.7K - $102K
|
1.67K
$110K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-284- 2.99% |
$68.2K - $74.3K
|
9.21K
$606K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-216- 21.8% |
$51.9K - $56.5K
|
775
$51K
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-179- 7.35% |
$43K - $46.8K
|
2.26K
$149K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-159- 13.74% |
$38.2K - $41.6K
|
998
$65.6K
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-100- 3.13% |
$24K - $26.1K
|
3.1K
$204K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23- 0.34% |
$5.53K - $6.01K
|
6.65K
$437K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 0.95% |
$1.2K - $1.31K
|
521
$34.3K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.1K- 77.01% |
$3.11M - $3.57M
|
3.92K
$258K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.07K- 50.97% |
$1.68M - $1.92M
|
6.8K
$447K
|