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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11.9K+ 3.63% |
$734K - $807K
|
339K
$21.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-82- 0.62% |
$5.06K - $5.57K
|
13.1K
$810K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.92K+ 107.74% |
$612K - $673K
|
19.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.12K- 28.15% |
$193K - $212K
|
7.97K
$494K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26.3K- 11.93% |
$1.62M - $1.78M
|
194K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.72K+ 5.02% |
$106K - $117K
|
36K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.32K+ 10.03% |
$81.4K - $89.6K
|
14.5K
$898K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
352+ 1.3% |
$21.7K - $23.9K
|
27.4K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 0.42% |
$3.15K - $3.46K
|
12.1K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.44K- 21.78% |
$397K - $437K
|
23.1K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
315KNew |
$19.4M - $21.4M
|
315K
$19.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15K- 3.58% |
$927K - $1.02M
|
404K
$25.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$199K - $219K
|
3.23K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.4K+ 18.94% |
$949K - $1.04M
|
96.6K
$5.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 2.26% |
$884K - $973K
|
621K
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-161- 2.3% |
$9.93K - $10.9K
|
6.85K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.84K- 3.22% |
$175K - $193K
|
85.5K
$5.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.36K+ 30.09% |
$83.9K - $92.3K
|
5.88K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 3.26% |
$411K - $452K
|
211K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
14.6KNew |
$902K - $993K
|
14.6K
$907K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
12K+ 9.34% |
$741K - $816K
|
141K
$8.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-863- 12.88% |
$53.2K - $58.6K
|
5.84K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.87K+ 5.78% |
$300K - $330K
|
89.1K
$5.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.15K+ 5.22% |
$194K - $213K
|
63.4K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
38.7K+ 435.65% |
$2.38M - $2.62M
|
47.5K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.7K- 35.51% |
$166K - $183K
|
4.9K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-108- 2.08% |
$6.66K - $7.33K
|
5.1K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.01K+ 14.03% |
$62.3K - $68.5K
|
8.21K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
575+ 2.88% |
$35.5K - $39K
|
20.6K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
281+ 0.65% |
$17.3K - $19.1K
|
43.2K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.47K+ 75.14% |
$152K - $168K
|
5.76K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 0.92% |
$7.03K - $7.74K
|
12.3K
$764K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 17.92% |
$1.36M - $1.5M
|
145K
$9.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
66.7K+ 27.05% |
$4.11M - $4.53M
|
313K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1.09% |
$154K - $170K
|
233K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108K+ 17.3% |
$6.68M - $7.36M
|
735K
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.24K- 8.31% |
$138K - $152K
|
24.7K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.56K+ 4.12% |
$281K - $309K
|
115K
$7.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111K- 99.82% |
$6.86M - $7.54M
|
200
$12.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 3.17% |
$273K - $301K
|
144K
$8.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-4.84K- 2.01% |
$299K - $329K
|
236K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.8K+ 14.26% |
$234K - $258K
|
30.4K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.25K+ 1.75% |
$324K - $356K
|
304K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.61K+ 5.33% |
$161K - $177K
|
51.5K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
495+ 0.55% |
$30.5K - $33.6K
|
89.8K
$5.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-42.6K- 23.2% |
$2.63M - $2.89M
|
141K
$8.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.04K+ 7.88% |
$64.4K - $70.9K
|
14.3K
$886K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.65K- 1.39% |
$102K - $112K
|
117K
$7.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.43K+ 3.74% |
$88K - $96.9K
|
39.6K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
250+ 3.39% |
$15.4K - $17K
|
7.62K
$473K
|