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 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-580- 10.8% |
$32.7K - $35.3K
|
4.79K
$297K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.94K- 20.86% |
$110K - $118K
|
7.37K
$457K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-95- 19.0% |
$5.36K - $5.78K
|
405
$25.1K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.2K+ 51.03% |
$629K - $678K
|
33K
$2.05M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-256- 4.4% |
$14.4K - $15.6K
|
5.57K
$345K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-83- 3.59% |
$4.68K - $5.05K
|
2.23K
$138K
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
26.7K+ 42.13% |
$1.51M - $1.62M
|
90K
$5.58M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
43.6K+ 149.64% |
$2.46M - $2.65M
|
72.8K
$4.51M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.76KNew |
$212K - $228K
|
3.76K
$233K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.26K- 26.57% |
$127K - $137K
|
6.23K
$387K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
825+ 12.55% |
$46.6K - $50.2K
|
7.4K
$459K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.48K- 6.19% |
$83.6K - $90K
|
22.5K
$1.39M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
12+ 2.12% |
$677 - $729
|
577
$35.8K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-876- 20.39% |
$49.4K - $53.3K
|
3.42K
$212K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 17.02% |
$86.1K - $92.7K
|
7.44K
$461K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.13KNew |
$120K - $129K
|
2.13K
$132K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 0.68% |
$1.07K - $1.16K
|
2.8K
$174K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
175New |
$9.88K - $10.6K
|
175
$10.9K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5K+ 107.87% |
$282K - $304K
|
9.64K
$597K
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-95- 0.51% |
$5.36K - $5.78K
|
18.7K
$1.16M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
430+ 200.0% |
$24.3K - $26.1K
|
645
$40K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$16.4K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-58- 0.55% |
$3.27K - $3.53K
|
10.5K
$650K
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-70- 1.34% |
$3.95K - $4.26K
|
5.14K
$318K
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.01K+ 1.39% |
$57.1K - $61.5K
|
73.8K
$4.58M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-230- 2.1% |
$13K - $14K
|
10.7K
$665K
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
8.28KNew |
$467K - $503K
|
8.28K
$513K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-3.39K- 12.86% |
$191K - $206K
|
23K
$1.42M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.94K- 35.3% |
$448K - $483K
|
14.6K
$903K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
26+ 0.12% |
$1.47K - $1.58K
|
21.5K
$1.33M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.54KNew |
$369K - $397K
|
6.54K
$405K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.37KNew |
$303K - $327K
|
5.37K
$333K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30.6KNew |
$1.73M - $1.86M
|
30.6K
$1.9M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
985+ 48.36% |
$55.6K - $59.9K
|
3.02K
$187K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$629K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16New |
$903 - $973
|
16
$992
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
41.9KNew |
$2.36M - $2.55M
|
41.9K
$2.6M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.76K- 2.68% |
$99.3K - $107K
|
64K
$3.97M
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
12K+ 267.2% |
$675K - $727K
|
16.4K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$76.6K
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-417- 3.6% |
$23.5K - $25.3K
|
11.2K
$693K
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
BUY
|
- |
5K+ 400.0% |
$282K - $304K
|
6.25K
$388K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-415- 10.55% |
$23.4K - $25.2K
|
3.52K
$218K
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-215- 3.86% |
$12.1K - $13.1K
|
5.35K
$332K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84K+ 219.53% |
$4.74M - $5.1M
|
122K
$7.58M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5- 0.13% |
$282 - $304
|
3.87K
$240K
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-591- 9.58% |
$33.4K - $35.9K
|
5.58K
$346K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$564 - $608
|
10
$620
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.8K- 44.15% |
$553K - $596K
|
12.4K
$769K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.34M
|