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 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18.2KNew |
$1.04M - $1.14M
|
18.2K
$1.13M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 0.5% |
$2.29K - $2.51K
|
7.95K
$493K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.7KNew |
$727K - $794K
|
12.7K
$786K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-13K- 24.66% |
$747K - $817K
|
39.8K
$2.47M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-190- 4.43% |
$10.9K - $11.9K
|
4.1K
$254K
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.26KNew |
$187K - $204K
|
3.26K
$202K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75K+ 14.16% |
$158K - $172K
|
22.2K
$1.38M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
79+ 0.97% |
$4.53K - $4.95K
|
8.22K
$510K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$195K - $213K
|
3.41K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-200- 6.25% |
$11.5K - $12.5K
|
3K
$186K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-115- 1.4% |
$6.59K - $7.2K
|
8.12K
$503K
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14- 0.24% |
$802 - $877
|
5.93K
$368K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-501- 3.73% |
$28.7K - $31.4K
|
12.9K
$802K
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.96% |
$5.85K - $6.39K
|
10.7K
$662K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.75% |
$57.3 - $62.7
|
58
$3.6K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-120- 21.82% |
$6.88K - $7.52K
|
430
$26.7K
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.59K+ 8.75% |
$90.9K - $99.3K
|
19.7K
$1.22M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.05K+ 6.63% |
$175K - $191K
|
49K
$3.04M
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-28- 0.17% |
$1.6K - $1.75K
|
16.2K
$1.01M
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 33.33% |
$14.3K - $15.7K
|
500
$31K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.14% |
$3.15K - $3.45K
|
38.9K
$2.41M
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.85K+ 6.85% |
$565K - $617K
|
154K
$9.53M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.34KNew |
$191K - $209K
|
3.34K
$207K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 16.81% |
$80.1K - $87.5K
|
6.92K
$429K
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.81K- 33.44% |
$104K - $113K
|
3.6K
$223K
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
145+ 2.64% |
$8.31K - $9.08K
|
5.64K
$349K
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-42- 0.49% |
$2.41K - $2.63K
|
8.47K
$525K
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 0.8% |
$23.8K - $26K
|
51.3K
$3.18M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.33KNew |
$191K - $208K
|
3.33K
$206K
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
6+ 0.12% |
$344 - $376
|
4.91K
$304K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.38K- 3.77% |
$136K - $149K
|
60.7K
$3.77M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
545+ 6.48% |
$31.2K - $34.1K
|
8.96K
$555K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$365K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-575- 10.45% |
$33K - $36K
|
4.93K
$305K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45- 1.38% |
$2.58K - $2.82K
|
3.21K
$199K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$365K
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
69+ 0.3% |
$3.96K - $4.32K
|
23.4K
$1.45M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 7.89% |
$67.6K - $73.9K
|
13.8K
$854K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-335- 2.45% |
$19.2K - $21K
|
13.4K
$829K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
91+ 9.41% |
$5.22K - $5.7K
|
1.06K
$65.6K
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-5.95K- 29.14% |
$341K - $373K
|
14.5K
$897K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 1.22% |
$9.34K - $10.2K
|
13.2K
$817K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
552+ 15.19% |
$31.6K - $34.6K
|
4.19K
$260K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.86KNew |
$221K - $242K
|
3.86K
$239K
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 2.18% |
$2.12K - $2.32K
|
1.66K
$103K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.46K+ 1.52% |
$542K - $592K
|
630K
$39.1M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-396- 8.46% |
$22.7K - $24.8K
|
4.29K
$266K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-40- 0.56% |
$2.29K - $2.51K
|
7.14K
$443K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.23KNew |
$185K - $202K
|
3.23K
$200K
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41+ 0.39% |
$2.35K - $2.57K
|
10.7K
$662K
|