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 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
9.36K+ 2.74% |
$577K - $635K
|
350K
$21.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
34.8K+ 14.12% |
$2.15M - $2.36M
|
281K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-3.28K- 1.11% |
$202K - $222K
|
291K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 0.52% |
$18.6K - $20.5K
|
58K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.92K- 17.05% |
$488K - $537K
|
38.5K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.21K+ 16.68% |
$136K - $150K
|
15.5K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.54K+ 14.81% |
$94.9K - $104K
|
11.9K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 0.09% |
$1.91K - $2.1K
|
32.9K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.27K+ 0.92% |
$263K - $290K
|
466K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27.4K+ 29.08% |
$1.69M - $1.86M
|
121K
$7.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-69K- 40.57% |
$4.26M - $4.68M
|
101K
$6.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-875- 5.64% |
$54K - $59.4K
|
14.6K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-995- 1.16% |
$61.4K - $67.5K
|
85K
$5.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 7.26% |
$1.34M - $1.47M
|
320K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.07% |
$119K - $131K
|
179K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.37K+ 58.83% |
$269K - $296K
|
11.8K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.44K- 3.59% |
$151K - $166K
|
65.6K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.86K- 8.61% |
$176K - $194K
|
30.3K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.5K+ 20.7% |
$216K - $237K
|
20.4K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52+ 0.38% |
$3.21K - $3.53K
|
13.7K
$850K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
16+ 0.39% |
$987 - $1.09K
|
4.12K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.24K- 7.37% |
$385K - $424K
|
78.4K
$4.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.35K- 15.78% |
$207K - $228K
|
17.9K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-170- 0.42% |
$10.5K - $11.5K
|
40.1K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25K- 5.28% |
$1.54M - $1.69M
|
448K
$27.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 3.82% |
$630K - $693K
|
277K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-141- 2.36% |
$8.7K - $9.57K
|
5.84K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 36.68% |
$159K - $174K
|
4.44K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.95K+ 0.31% |
$120K - $132K
|
625K
$38.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.57K- 14.39% |
$158K - $174K
|
15.3K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
791+ 8.83% |
$48.8K - $53.7K
|
9.75K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.71K- 1.33% |
$167K - $184K
|
201K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
112K+ 906.04% |
$6.93M - $7.62M
|
125K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20.9K+ 45.56% |
$1.29M - $1.42M
|
66.9K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-34- 0.5% |
$2.1K - $2.31K
|
6.8K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
2+ 0.0% |
$123 - $136
|
208K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-86- 0.37% |
$5.3K - $5.84K
|
23.4K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
23.5KNew |
$1.45M - $1.59M
|
23.5K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.13KNew |
$254K - $280K
|
4.13K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-345- 5.36% |
$21.3K - $23.4K
|
6.09K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
186+ 0.59% |
$11.5K - $12.6K
|
31.8K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-475- 6.67% |
$29.3K - $32.2K
|
6.65K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.48K- 66.53% |
$153K - $168K
|
1.25K
$77.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.9K+ 500.0% |
$796K - $876K
|
15.5K
$960K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
16.1K+ 12.22% |
$994K - $1.09M
|
148K
$9.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
74+ 0.41% |
$4.56K - $5.02K
|
18.3K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
79New |
$4.87K - $5.36K
|
79
$4.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-109- 1.35% |
$6.72K - $7.4K
|
7.97K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.62K+ 2.93% |
$99.9K - $110K
|
56.9K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47.6K- 4.03% |
$2.94M - $3.23M
|
1.13M
$70.3M
|