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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-29- 2.49% |
$1.8K - $1.93K
|
1.14K
$72.9K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.43K+ 34.19% |
$89K - $95.3K
|
5.62K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.17K- 21.1% |
$259K - $277K
|
15.6K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.2K+ 1.15% |
$698K - $748K
|
988K
$63.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.94K- 1.0% |
$120K - $129K
|
191K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
386+ 1.18% |
$24K - $25.7K
|
33K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6K+ 15.03% |
$99K - $106K
|
12.2K
$784K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.66K+ 2.09% |
$227K - $243K
|
179K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.25K- 14.64% |
$202K - $216K
|
19K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
9New |
$559 - $599
|
9
$578
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
500+ 22.57% |
$31K - $33.3K
|
2.72K
$174K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$621 - $665
|
12.4K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 5.7% |
$811K - $869K
|
216K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
29.4K+ 32.16% |
$1.83M - $1.96M
|
121K
$7.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.01K+ 0.48% |
$125K - $134K
|
425K
$27.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-194- 0.05% |
$12K - $12.9K
|
425K
$27.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.77K+ 12.91% |
$110K - $118K
|
15.5K
$993K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12+ 4.53% |
$745 - $798
|
277
$17.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20.6K- 5.71% |
$1.28M - $1.37M
|
341K
$21.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.4K- 6.51% |
$86.7K - $92.8K
|
20K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.28% |
$62.1 - $66.5
|
356
$22.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
41+ 0.26% |
$2.55K - $2.73K
|
15.6K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
664+ 0.13% |
$41.2K - $44.2K
|
499K
$32.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.36K+ 15.61% |
$147K - $157K
|
17.5K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47K+ 3.36% |
$2.92M - $3.12M
|
1.44M
$92.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.1 - $66.5
|
10.5K
$673K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-7.78K- 26.14% |
$483K - $517K
|
22K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.78K- 3.25% |
$235K - $251K
|
113K
$7.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
390+ 8.6% |
$24.2K - $25.9K
|
4.93K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32+ 0.81% |
$1.99K - $2.13K
|
4K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-490- 4.03% |
$30.4K - $32.6K
|
11.7K
$749K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-2.16K- 3.34% |
$134K - $143K
|
62.5K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
166+ 1.16% |
$10.3K - $11K
|
14.5K
$931K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-8.96K- 10.07% |
$557K - $596K
|
80.1K
$5.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-211- 4.16% |
$13.1K - $14K
|
4.86K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.31% |
$497 - $532
|
2.62K
$168K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
569+ 5.46% |
$35.3K - $37.8K
|
11K
$706K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.14K+ 2.14% |
$195K - $209K
|
150K
$9.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
145New |
$9K - $9.64K
|
145
$9.31K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.02M- 92.83% |
$63.5M - $68.1M
|
79K
$5.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
56.2KNew |
$3.49M - $3.74M
|
56.2K
$3.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
458+ 10.39% |
$28.4K - $30.5K
|
4.87K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.23K- 4.89% |
$201K - $215K
|
62.9K
$4.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.67K- 5.43% |
$166K - $178K
|
46.5K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
22+ 0.31% |
$1.37K - $1.46K
|
7.06K
$453K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-707- 2.95% |
$43.9K - $47K
|
23.2K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
4.69K+ 1.45% |
$291K - $312K
|
328K
$21.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
981+ 24.13% |
$60.9K - $65.2K
|
5.05K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-307- 1.07% |
$19.1K - $20.4K
|
28.4K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.56K+ 9.56% |
$345K - $370K
|
63.7K
$4.09M
|
|