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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
145+ 1.03% |
$7.42K - $8.99K
|
14.3K
$916K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
425+ 9.69% |
$21.7K - $26.4K
|
4.81K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.08K- 2.49% |
$55.2K - $66.9K
|
42.2K
$2.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-175- 4.98% |
$8.95K - $10.9K
|
3.34K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.42KNew |
$226K - $274K
|
4.42K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410K- 60.81% |
$21M - $25.4M
|
264K
$17M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-735- 6.31% |
$37.6K - $45.6K
|
10.9K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
470+ 74.37% |
$24K - $29.1K
|
1.1K
$70.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12+ 0.15% |
$614 - $744
|
8.11K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.3% |
$563 - $682
|
3.71K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 0.09% |
$409 - $496
|
8.67K
$557K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.28K- 22.17% |
$219K - $265K
|
15K
$964K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-513- 5.94% |
$26.2K - $31.8K
|
8.13K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-42- 0.42% |
$2.15K - $2.6K
|
10K
$643K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-345- 2.09% |
$17.7K - $21.4K
|
16.1K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
147+ 4.12% |
$7.52K - $9.12K
|
3.72K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-2.98K- 21.59% |
$152K - $185K
|
10.8K
$694K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.48K- 4.23% |
$178K - $216K
|
78.8K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.01KNew |
$256K - $310K
|
5.01K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
295+ 0.96% |
$15.1K - $18.3K
|
30.9K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-69- 1.02% |
$3.53K - $4.28K
|
6.73K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
62.8KNew |
$3.21M - $3.9M
|
62.8K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2K- 16.67% |
$102K - $124K
|
10K
$642K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
21+ 0.44% |
$1.07K - $1.3K
|
4.76K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-157- 0.94% |
$8.03K - $9.74K
|
16.5K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.27KNew |
$167K - $203K
|
3.27K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-149- 46.71% |
$7.62K - $9.24K
|
170
$10.9K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$171K - $208K
|
3.35K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.55K- 6.94% |
$335K - $406K
|
87.9K
$5.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-646- 4.73% |
$33K - $40.1K
|
13K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-700- 12.83% |
$35.8K - $43.4K
|
4.75K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 42.67% |
$123K - $149K
|
3.23K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
157+ 3.55% |
$8.03K - $9.74K
|
4.59K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.03K- 16.91% |
$104K - $126K
|
9.97K
$640K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.75K- 25.68% |
$89.5K - $109K
|
5.07K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$214K - $259K
|
4.18K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-3.77K- 16.53% |
$193K - $234K
|
19K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-432- 1.91% |
$22.1K - $26.8K
|
22.2K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11.1KNew |
$567K - $687K
|
11.1K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
19+ 0.16% |
$972 - $1.18K
|
11.8K
$757K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60New |
$3.07K - $3.72K
|
60
$3.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-980- 43.48% |
$50.1K - $60.8K
|
1.27K
$81.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.35KNew |
$171K - $207K
|
3.35K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7+ 0.01% |
$358 - $434
|
126K
$8.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
43.2K+ 25.02% |
$2.21M - $2.68M
|
216K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-80- 2.18% |
$4.09K - $4.96K
|
3.59K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.09K- 5.73% |
$209K - $254K
|
67.2K
$4.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-150- 27.03% |
$7.67K - $9.3K
|
405
$26K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
70.6K+ 11.06% |
$3.61M - $4.38M
|
709K
$45.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-147- 3.24% |
$7.52K - $9.12K
|
4.39K
$282K
|
|