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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
160+ 1.45% |
$9.87K - $10.9K
|
11.2K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
17.2KNew |
$1.06M - $1.16M
|
17.2K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-119- 1.05% |
$7.34K - $8.08K
|
11.3K
$698K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.32K- 4.69% |
$328K - $361K
|
108K
$6.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10+ 0.08% |
$617 - $679
|
12K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$90.2K - $99.3K
|
1.46K
$90.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
22.5K+ 1.65% |
$1.39M - $1.53M
|
1.38M
$85.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-877- 3.36% |
$54.1K - $59.5K
|
25.2K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
94.9KNew |
$5.85M - $6.44M
|
94.9K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.2KNew |
$1.43M - $1.58M
|
23.2K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
532+ 0.79% |
$32.8K - $36.1K
|
68.3K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 2.76% |
$175K - $193K
|
100K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.12% |
$308 - $339
|
4.2K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.18% |
$6.11K - $6.72K
|
54.4K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41.9K+ 10.91% |
$2.59M - $2.85M
|
426K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
88+ 0.07% |
$5.43K - $5.97K
|
132K
$8.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
52.7KNew |
$3.25M - $3.57M
|
52.7K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
50.1K+ 18.12% |
$3.09M - $3.4M
|
327K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
70.3K+ 6.88% |
$4.34M - $4.77M
|
1.09M
$67.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-93.9K- 69.93% |
$5.79M - $6.38M
|
40.4K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 2.46% |
$171K - $188K
|
110K
$6.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
526+ 16.34% |
$32.4K - $35.7K
|
3.75K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.7K+ 36.53% |
$1.09M - $1.2M
|
66.2K
$4.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
643+ 0.89% |
$39.7K - $43.6K
|
72.7K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10+ 0.02% |
$617 - $679
|
48.8K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.41K+ 15.09% |
$87.1K - $95.8K
|
10.8K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-9- 0.23% |
$555 - $611
|
3.95K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 2.68% |
$23.7K - $26.1K
|
14.7K
$913K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
214+ 4.03% |
$13.2K - $14.5K
|
5.53K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38+ 0.5% |
$2.34K - $2.58K
|
7.67K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.83KNew |
$236K - $260K
|
3.83K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
24.2K+ 12.72% |
$1.49M - $1.64M
|
214K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.18% |
$64.4K - $70.9K
|
89.9K
$5.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16.7K+ 9.4% |
$1.03M - $1.13M
|
194K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.99K- 0.17% |
$122K - $135K
|
1.14M
$70.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
913+ 5.14% |
$56.3K - $62K
|
18.7K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
33.3K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
8.67K+ 0.68% |
$535K - $588K
|
1.29M
$79.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
283K+ 9.9% |
$17.4M - $19.2M
|
3.14M
$195M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-514- 5.27% |
$31.7K - $34.9K
|
9.23K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
641+ 11.4% |
$39.5K - $43.5K
|
6.27K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.19K- 0.3% |
$73.2K - $80.6K
|
400K
$24.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.16K+ 0.96% |
$71.2K - $78.4K
|
121K
$7.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
6.83K+ 3.27% |
$421K - $464K
|
216K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
51+ 0.99% |
$3.15K - $3.46K
|
5.22K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-991- 4.93% |
$61.1K - $67.3K
|
19.1K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-829- 0.61% |
$51.1K - $56.3K
|
136K
$8.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77.6KNew |
$4.79M - $5.27M
|
77.6K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.23K+ 1.45% |
$385K - $423K
|
437K
$27.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
135New |
$8.33K - $9.16K
|
135
$8.37K
|