Latest Institutional Transactions on Ishares Core S&P Mid Cap ETF (IJH)
This table provides information on the latest institutional transactions involving Ishares Core S&P Mid Cap ETF (IJH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
151+ 1.65% |
$9.31K - $10.2K
|
9.29K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-990- 0.4% |
$61.1K - $67.2K
|
248K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.73K- 9.47% |
$107K - $117K
|
16.5K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
54+ 0.45% |
$3.33K - $3.66K
|
12K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
217KNew |
$13.4M - $14.7M
|
217K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-200- 2.76% |
$12.3K - $13.6K
|
7.06K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
85.1K+ 2.84% |
$5.25M - $5.77M
|
3.08M
$191M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.22K- 3.58% |
$75.2K - $82.8K
|
32.8K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.79K+ 0.79% |
$295K - $325K
|
612K
$37.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.81K- 2.18% |
$112K - $123K
|
81.4K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-275- 1.26% |
$17K - $18.7K
|
21.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
470K+ 1538.45% |
$29M - $31.9M
|
500K
$31M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
38+ 0.51% |
$2.34K - $2.58K
|
7.43K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.9KNew |
$549K - $604K
|
8.9K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-125- 5.85% |
$7.71K - $8.48K
|
2.01K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.2K+ 0.56% |
$1.06M - $1.17M
|
3.07M
$190M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$256K - $282K
|
4.16K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.46K- 68.72% |
$460K - $506K
|
3.4K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
158KNew |
$9.72M - $10.7M
|
158K
$9.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.81K+ 16.15% |
$296K - $326K
|
34.6K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
403+ 4.08% |
$24.9K - $27.4K
|
10.3K
$637K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45- 0.07% |
$2.78K - $3.05K
|
60.3K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.72K+ 5.18% |
$106K - $117K
|
35K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.54K+ 7.81% |
$156K - $172K
|
35K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24.8K+ 17.75% |
$1.53M - $1.68M
|
164K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.16K- 3.84% |
$195K - $214K
|
79K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
817+ 4.12% |
$50.4K - $55.4K
|
20.6K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45.8K- 18.76% |
$2.82M - $3.11M
|
198K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
276K+ 3.92% |
$17M - $18.7M
|
7.33M
$454M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.62K+ 13.85% |
$285K - $314K
|
38K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
558+ 1.06% |
$34.4K - $37.9K
|
53.3K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
584+ 3.58% |
$36K - $39.6K
|
16.9K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.03K- 2.61% |
$248K - $273K
|
151K
$9.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
22.6KNew |
$1.39M - $1.53M
|
22.6K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.64% |
$82.9K - $91.2K
|
38.2K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.7K+ 5.74% |
$2.08M - $2.29M
|
621K
$38.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
352New |
$21.7K - $23.9K
|
352
$21.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.11KNew |
$68.3K - $75.2K
|
1.11K
$68.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17K- 41.6% |
$1.05M - $1.16M
|
23.9K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
103+ 2.7% |
$6.35K - $6.99K
|
3.92K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.9KNew |
$3.2M - $3.52M
|
51.9K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 1.47% |
$120K - $132K
|
130K
$8.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
185KNew |
$11.4M - $12.6M
|
185K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.53K - $2.78K
|
41
$2.54K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
177K+ 12.78% |
$10.9M - $12M
|
1.56M
$96.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.1K- 0.51% |
$1.67M - $1.84M
|
5.26M
$325M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.09K+ 10.2% |
$67.4K - $74.2K
|
11.8K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.41% |
$925 - $1.02K
|
3.69K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.61KNew |
$222K - $245K
|
3.61K
$223K
|