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 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.71K- 2.48% |
$167K - $184K
|
107K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.14K- 16.1% |
$255K - $281K
|
21.6K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-9.82K- 3.84% |
$605K - $666K
|
246K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
23.6K+ 5888.03% |
$1.46M - $1.6M
|
24K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.89K+ 2.48% |
$240K - $264K
|
161K
$9.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-982- 9.78% |
$60.6K - $66.6K
|
9.06K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
149+ 0.74% |
$9.19K - $10.1K
|
20.2K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-236K- 49.74% |
$14.6M - $16M
|
238K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17K+ 5.7% |
$1.05M - $1.15M
|
315K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
12.3K+ 1.93% |
$762K - $838K
|
654K
$40.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-810- 4.1% |
$50K - $55K
|
19K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.5K+ 8.23% |
$956K - $1.05M
|
204K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.55K+ 76.17% |
$343K - $377K
|
12.8K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.68K+ 9.44% |
$103K - $114K
|
19.5K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-80.9K- 3.35% |
$4.99M - $5.49M
|
2.33M
$144M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-72- 4.81% |
$4.44K - $4.89K
|
1.42K
$88.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 2.65% |
$144K - $158K
|
90.2K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14.8K+ 18.81% |
$915K - $1.01M
|
93.7K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.4K- 1.72% |
$86.4K - $95K
|
80K
$4.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
625+ 11.74% |
$38.6K - $42.4K
|
5.95K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.85K+ 1.57% |
$176K - $193K
|
185K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86K- 18.71% |
$115K - $126K
|
8.07K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-288- 2.0% |
$17.8K - $19.5K
|
14.1K
$876K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
589+ 11.35% |
$36.3K - $40K
|
5.78K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.69K- 4.04% |
$104K - $114K
|
40K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.81K+ 2.09% |
$173K - $191K
|
137K
$8.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 6.92% |
$1.01M - $1.11M
|
253K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.2K- 21.05% |
$197K - $217K
|
12K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.52KNew |
$155K - $171K
|
2.52K
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.19K- 14.27% |
$382K - $420K
|
37.2K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.11K- 15.91% |
$68.4K - $75.3K
|
5.86K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.4K+ 21.39% |
$209K - $230K
|
19.3K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
975+ 3.45% |
$60.1K - $66.2K
|
29.2K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-581- 4.58% |
$35.8K - $39.4K
|
12.1K
$751K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.91K+ 1.2% |
$488K - $537K
|
665K
$41.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 3.07% |
$29.6K - $32.6K
|
15.2K
$940K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
102KNew |
$6.27M - $6.89M
|
102K
$6.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 1.92% |
$62K - $68.2K
|
51.4K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-179- 0.51% |
$11K - $12.1K
|
34.7K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.26KNew |
$77.7K - $85.5K
|
1.26K
$78.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-66- 0.11% |
$4.07K - $4.48K
|
58K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-483- 1.78% |
$29.8K - $32.8K
|
26.6K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.34% |
$70.5K - $77.6K
|
84K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.24KNew |
$508K - $559K
|
8.24K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-675- 5.91% |
$41.6K - $45.8K
|
10.8K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.15KNew |
$379K - $417K
|
6.15K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.98K+ 26.95% |
$492K - $541K
|
37.6K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-8- 0.22% |
$493 - $543
|
3.57K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
55+ 0.24% |
$3.39K - $3.73K
|
22.5K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.06K+ 14.61% |
$127K - $140K
|
16.2K
$1M
|