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 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.13K- 20.47% |
$131K - $144K
|
8.26K
$512K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.94K- 9.06% |
$613K - $674K
|
99.8K
$6.19M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.72K- 27.32% |
$353K - $388K
|
15.2K
$944K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
827New |
$51K - $56.1K
|
827
$51.3K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
215+ 4.61% |
$13.3K - $14.6K
|
4.88K
$302K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
219+ 5.77% |
$13.5K - $14.9K
|
4.01K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.6K+ 2.63% |
$652K - $717K
|
412K
$25.5M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.3K- 19.32% |
$142K - $156K
|
9.62K
$597K
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$123 - $136
|
36.5K
$2.27M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.66K+ 10.24% |
$534K - $588K
|
93.2K
$5.78M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.14K+ 1.67% |
$194K - $213K
|
191K
$11.9M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
109+ 0.94% |
$6.72K - $7.4K
|
11.7K
$726K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.16K+ 4.23% |
$195K - $214K
|
77.7K
$4.82M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$156K - $172K
|
87.5K
$5.42M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.34K+ 16.64% |
$514K - $566K
|
58.5K
$3.62M
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.98K- 4.05% |
$122K - $134K
|
46.9K
$2.91M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-58.9K- 2.46% |
$3.63M - $4M
|
2.34M
$145M
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.43K- 1.47% |
$150K - $165K
|
162K
$10.1M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
780+ 0.91% |
$48.1K - $52.9K
|
86.7K
$5.38M
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-459- 1.03% |
$28.3K - $31.2K
|
44K
$2.73M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.44% |
$72.2K - $79.5K
|
46.8K
$2.9M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-105- 0.39% |
$6.48K - $7.13K
|
26.7K
$1.65M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-70- 0.69% |
$4.32K - $4.75K
|
10.1K
$628K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
96.6K+ 14.7% |
$5.96M - $6.56M
|
754K
$46.8M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
5.53K+ 9.29% |
$341K - $375K
|
65K
$4.03M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
132+ 0.95% |
$8.14K - $8.96K
|
14K
$868K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21K- 7.31% |
$1.3M - $1.43M
|
267K
$16.5M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
322+ 5.96% |
$19.9K - $21.9K
|
5.72K
$355K
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.05K+ 1.77% |
$126K - $139K
|
118K
$7.31M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.85K+ 11.26% |
$608K - $669K
|
97.3K
$6.03M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
114+ 0.7% |
$7.03K - $7.74K
|
16.4K
$1.02M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.4% |
$1.3K - $1.43K
|
5.25K
$325K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
129+ 2.38% |
$7.96K - $8.76K
|
5.55K
$344K
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.1K- 28.59% |
$130K - $143K
|
5.25K
$326K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 4.24% |
$9.68K - $10.7K
|
3.55K
$220K
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
86.6KNew |
$5.34M - $5.88M
|
86.6K
$5.37M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
124+ 0.71% |
$7.65K - $8.42K
|
17.7K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
566+ 2.85% |
$34.9K - $38.4K
|
20.4K
$1.27M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-535- 1.58% |
$33K - $36.3K
|
33.3K
$2.06M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
243+ 2.08% |
$15K - $16.5K
|
11.9K
$739K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
341+ 1.63% |
$21K - $23.1K
|
21.3K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 0.48% |
$5.86K - $6.45K
|
19.8K
$1.23M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.44K+ 43.71% |
$150K - $165K
|
8.01K
$497K
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 8.61% |
$106K - $117K
|
18.3K
$1.14M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.29K- 7.13% |
$203K - $223K
|
42.8K
$2.65M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.27K- 3.85% |
$78.6K - $86.5K
|
31.8K
$1.97M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-804- 0.27% |
$49.6K - $54.6K
|
296K
$18.4M
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
5.72K+ 31.63% |
$353K - $388K
|
23.8K
$1.48M
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
215+ 1.97% |
$13.3K - $14.6K
|
11.1K
$691K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.62K+ 66.26% |
$285K - $314K
|
11.6K
$719K
|