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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 1.15% |
$1.19M - $1.31M
|
1.65M
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36.1K+ 432.07% |
$2.23M - $2.45M
|
44.4K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14.7K+ 182.82% |
$905K - $996K
|
22.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
13+ 0.37% |
$802 - $882
|
3.49K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-33- 0.77% |
$2.04K - $2.24K
|
4.25K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
459+ 1.69% |
$28.3K - $31.2K
|
27.6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.17K+ 36.99% |
$134K - $147K
|
8.02K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-30.3K- 23.45% |
$1.87M - $2.05M
|
98.8K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-50- 0.25% |
$3.08K - $3.39K
|
19.6K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.53K+ 138.34% |
$279K - $307K
|
7.8K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.03% |
$432 - $475
|
21.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.28K+ 2853.33% |
$79.2K - $87.1K
|
1.33K
$82.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-735- 7.45% |
$45.3K - $49.9K
|
9.13K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 1.04% |
$8.2K - $9.03K
|
13K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 10.55% |
$2.96K - $3.26K
|
407
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
228+ 2.74% |
$14.1K - $15.5K
|
8.56K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
197K+ 3.05% |
$12.1M - $13.4M
|
6.64M
$411M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-95- 2.83% |
$5.86K - $6.45K
|
3.27K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.61K- 6.67% |
$223K - $245K
|
50.5K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.13K- 0.44% |
$132K - $145K
|
481K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1KNew |
$685K - $754K
|
11.1K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.19K+ 6.74% |
$382K - $420K
|
98K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
30.3K+ 27.62% |
$1.87M - $2.06M
|
140K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
359+ 16.7% |
$22.1K - $24.4K
|
2.51K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$354K - $389K
|
5.74K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
21.8KNew |
$1.34M - $1.48M
|
21.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95.1KNew |
$5.87M - $6.46M
|
95.1K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$229K - $252K
|
3.71K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
8.13KNew |
$501K - $551K
|
8.13K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.81KNew |
$544K - $598K
|
8.81K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
30.6KNew |
$1.89M - $2.08M
|
30.6K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.33KNew |
$205K - $226K
|
3.33K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
34.1KNew |
$2.1M - $2.31M
|
34.1K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
747New |
$46.1K - $50.7K
|
747
$46.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
435New |
$26.8K - $29.5K
|
435
$26.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.44M+ 4.16% |
$88.7M - $97.6M
|
36M
$2.23B
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
161+ 2.62% |
$9.93K - $10.9K
|
6.3K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-18.9K- 2.13% |
$1.17M - $1.28M
|
866K
$53.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.95K+ 35.99% |
$120K - $132K
|
7.35K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
79K+ 283.2% |
$4.87M - $5.36M
|
107K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
49.2K+ 1.74% |
$3.04M - $3.34M
|
2.88M
$178M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
189+ 0.5% |
$11.7K - $12.8K
|
37.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-335- 0.05% |
$20.7K - $22.7K
|
629K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11K+ 20.88% |
$678K - $746K
|
63.6K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.42K+ 0.33% |
$87.8K - $96.6K
|
428K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
296+ 5.43% |
$18.3K - $20.1K
|
5.75K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.56M- 63.88% |
$96.2M - $106M
|
882K
$54.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Starboard Value LP
New York, NY |
BUY
|
- |
3.97MNew |
$245M - $269M
|
3.97M
$245M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.93K+ 4.42% |
$366K - $402K
|
140K
$8.67M
|