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 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.54K+ 1.46% |
$94.8K - $104K
|
107K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-455- 8.39% |
$28.1K - $30.9K
|
4.97K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
26+ 0.43% |
$1.6K - $1.76K
|
6.03K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.87K- 5.95% |
$116K - $127K
|
29.6K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
154+ 0.18% |
$9.5K - $10.5K
|
84.5K
$5.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-227- 0.62% |
$14K - $15.4K
|
36.3K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-217- 4.68% |
$13.4K - $14.7K
|
4.42K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.82K+ 15.64% |
$420K - $463K
|
50.4K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.03K+ 4.37% |
$187K - $206K
|
72.4K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.91K+ 1.45% |
$180K - $198K
|
204K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.39% |
$1.91K - $2.1K
|
8.03K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
909+ 2.74% |
$56.1K - $61.7K
|
34.1K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61K+ 3.97% |
$3.76M - $4.14M
|
1.6M
$98.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
4.94KNew |
$304K - $335K
|
4.94K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-210- 6.09% |
$13K - $14.3K
|
3.24K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 1.06% |
$61.7K - $67.9K
|
93.6K
$5.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
14.4K+ 1.23% |
$889K - $978K
|
1.19M
$73.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.51K+ 3.2% |
$93.4K - $103K
|
48.8K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
73.5K+ 3.71% |
$4.53M - $4.99M
|
2.05M
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.8KNew |
$358K - $393K
|
5.8K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-7- -0.0% |
$432 - $475
|
204K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-626- 0.53% |
$38.6K - $42.5K
|
117K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.42K- 15.65% |
$211K - $232K
|
18.4K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
42.5K+ 167.63% |
$2.62M - $2.89M
|
67.9K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.01K- 0.46% |
$124K - $136K
|
437K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
864+ 0.68% |
$53.3K - $58.6K
|
128K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-61.1K- 63.09% |
$3.77M - $4.15M
|
35.7K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-5.74K- 16.36% |
$354K - $390K
|
29.4K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
156K+ 1.72% |
$9.65M - $10.6M
|
9.24M
$572M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
181+ 0.86% |
$11.2K - $12.3K
|
21.3K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5.46K+ 1.54% |
$337K - $371K
|
359K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
26+ 0.36% |
$1.6K - $1.76K
|
7.26K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 4.46% |
$18.5K - $20.4K
|
7.03K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-7.42K- 1.36% |
$457K - $503K
|
540K
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-32.2K- 2.92% |
$1.98M - $2.18M
|
1.07M
$66.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14.2K+ 62.8% |
$873K - $960K
|
36.7K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.6K+ 10.47% |
$837K - $921K
|
143K
$8.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.63K- 2.94% |
$286K - $314K
|
153K
$9.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.01K- 0.34% |
$62.1K - $68.3K
|
291K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-2.69K- 40.2% |
$166K - $183K
|
4.01K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-289- 0.61% |
$17.8K - $19.6K
|
47.1K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.81K+ 25.8% |
$420K - $462K
|
33.2K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.18K- 3.0% |
$72.5K - $79.7K
|
38K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-209K- 46.89% |
$12.9M - $14.2M
|
236K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422- 2.43% |
$26K - $28.6K
|
17K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
162+ 0.98% |
$9.99K - $11K
|
16.8K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.08K+ 0.68% |
$313K - $345K
|
755K
$46.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15K- 10.11% |
$925K - $1.02M
|
133K
$8.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.6MNew |
$2.2B - $2.42B
|
35.6M
$2.2B
|