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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.6K+ 16.98% |
$5.03M - $5.54M
|
562K
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
566+ 2.62% |
$34.9K - $38.4K
|
22.1K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-788- 2.14% |
$48.6K - $53.5K
|
36K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 35.58% |
$791K - $871K
|
48.9K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.84K+ 7.93% |
$299K - $329K
|
65.9K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.62K- 0.72% |
$99.9K - $110K
|
224K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.15K+ 0.58% |
$71K - $78.1K
|
201K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.46K+ 0.36% |
$337K - $371K
|
1.53M
$95.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-521- 3.59% |
$32.1K - $35.4K
|
14K
$867K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.95K+ 0.4% |
$120K - $132K
|
491K
$30.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.04% |
$1.48K - $1.63K
|
54.8K
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
426KNew |
$26.3M - $28.9M
|
426K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.85KNew |
$114K - $126K
|
1.85K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
450+ 3.26% |
$27.8K - $30.5K
|
14.3K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.68K+ 5.2% |
$350K - $385K
|
115K
$7.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
475+ 9.36% |
$29.3K - $32.2K
|
5.55K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.41K+ 10.64% |
$272K - $300K
|
45.9K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.32K+ 3.46% |
$267K - $293K
|
129K
$8.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 8.08% |
$80.3K - $88.4K
|
17.4K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-122- 0.19% |
$7.52K - $8.28K
|
62.8K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 2.63% |
$188K - $207K
|
119K
$7.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-590- 4.53% |
$36.4K - $40K
|
12.4K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103K+ 41.84% |
$6.36M - $7M
|
350K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
305+ 3.91% |
$18.8K - $20.7K
|
8.1K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.34% |
$802 - $882
|
3.88K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
882+ 21.09% |
$54.4K - $59.9K
|
5.06K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
424New |
$26.2K - $28.8K
|
424
$26.3K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
18+ 0.2% |
$1.11K - $1.22K
|
9.04K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.0% |
$4.26K - $4.68K
|
6.83K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-418- 7.63% |
$25.8K - $28.4K
|
5.06K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.57K+ 2.12% |
$590K - $649K
|
461K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-164- 0.91% |
$10.1K - $11.1K
|
17.8K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
13.5K+ 4.87% |
$834K - $918K
|
291K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
578+ 2.66% |
$35.7K - $39.2K
|
22.3K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.8KNew |
$791K - $870K
|
12.8K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$9.25K - $10.2K
|
150
$9.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
18.3K+ 441.61% |
$1.13M - $1.24M
|
22.5K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.73K+ 2.8% |
$107K - $118K
|
63.6K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-305- 4.41% |
$18.8K - $20.7K
|
6.61K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-625- 2.2% |
$38.6K - $42.4K
|
27.8K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
80+ 0.7% |
$4.93K - $5.43K
|
11.4K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
478+ 783.61% |
$29.5K - $32.4K
|
539
$33.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.51K- 2.22% |
$93.1K - $102K
|
66.6K
$4.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-117- 0.05% |
$7.22K - $7.94K
|
219K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 8.08% |
$691K - $760K
|
127K
$7.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.82K+ 0.89% |
$606K - $667K
|
1.11M
$69M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
58+ 0.04% |
$3.58K - $3.94K
|
150K
$9.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$2.17K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
597+ 7.28% |
$36.8K - $40.5K
|
8.8K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12.3K- 21.06% |
$757K - $833K
|
46K
$2.85M
|