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 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.26% |
$2.53K - $2.78K
|
15.5K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
321+ 3.7% |
$19.8K - $21.8K
|
9K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-70- 4.75% |
$4.32K - $4.75K
|
1.41K
$87.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-203- 1.68% |
$12.5K - $13.8K
|
11.9K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.73K- 2.06% |
$107K - $117K
|
82.4K
$5.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-368- 1.15% |
$22.7K - $25K
|
31.6K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.05% |
$185 - $204
|
5.89K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.91K- 27.72% |
$303K - $333K
|
12.8K
$794K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
312+ 3.32% |
$19.2K - $21.2K
|
9.71K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.71K- 16.79% |
$167K - $184K
|
13.4K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-745- 2.58% |
$46K - $50.6K
|
28.2K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.17K- 0.22% |
$72.4K - $79.7K
|
542K
$33.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.77K- 6.78% |
$233K - $256K
|
51.9K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
63+ 0.54% |
$3.89K - $4.28K
|
11.6K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-350- 4.6% |
$21.6K - $23.8K
|
7.26K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.45K- 29.51% |
$213K - $234K
|
8.24K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-815- 12.09% |
$50.3K - $55.3K
|
5.93K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-704- 2.29% |
$43.4K - $47.8K
|
30K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-163- 2.42% |
$10.1K - $11.1K
|
6.59K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.23K- 1.98% |
$384K - $423K
|
309K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
82+ 0.12% |
$5.06K - $5.57K
|
66.8K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13.7K+ 3.45% |
$846K - $930K
|
411K
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.61K+ 47.14% |
$284K - $313K
|
14.4K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.42K+ 5.16% |
$272K - $300K
|
90K
$5.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
589+ 499.15% |
$36.3K - $40K
|
707
$43.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
991+ 1.61% |
$61.1K - $67.3K
|
62.4K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.3KNew |
$1.25M - $1.38M
|
20.3K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
73.2KNew |
$4.52M - $4.97M
|
73.2K
$4.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 1.08% |
$4.93K - $5.43K
|
7.35K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
129+ 2.09% |
$7.96K - $8.76K
|
6.31K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-199- 0.08% |
$12.3K - $13.5K
|
253K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.92KNew |
$242K - $266K
|
3.92K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.48K- 74.26% |
$153K - $168K
|
858
$53.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3.16K- 3.35% |
$195K - $214K
|
91K
$5.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31.5K+ 176.36% |
$1.95M - $2.14M
|
49.4K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-140- 0.82% |
$8.64K - $9.5K
|
16.9K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.15K- 3.24% |
$133K - $146K
|
64.2K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.68K- 0.41% |
$104K - $114K
|
404K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 8.24% |
$112K - $124K
|
23.9K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.88K+ 6.57% |
$239K - $263K
|
62.9K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
111K+ 5.56% |
$6.82M - $7.51M
|
2.1M
$130M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
12K+ 5.16% |
$741K - $816K
|
245K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.89K- 13.6% |
$117K - $128K
|
12K
$744K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.92K+ 16.19% |
$118K - $130K
|
13.8K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.94K+ 5.8% |
$490K - $539K
|
145K
$8.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.67K- 10.14% |
$226K - $249K
|
32.5K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.55K+ 1.58% |
$95.7K - $105K
|
99.7K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-112- 0.67% |
$6.91K - $7.6K
|
16.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85- 0.58% |
$5.24K - $5.77K
|
14.6K
$908K
|