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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 59.24% |
$57.8K - $66.5K
|
695
$44.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 3.55% |
$1.09K - $1.25K
|
554
$35.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.26K- 1.02% |
$301K - $346K
|
509K
$32.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.62K- 2.62% |
$207K - $238K
|
135K
$8.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.4K- 60.44% |
$4.03M - $4.63M
|
46.1K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.76KNew |
$158K - $182K
|
2.76K
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562New |
$32.2K - $37K
|
562
$36.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.8K+ 13.82% |
$964K - $1.11M
|
139K
$8.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.57K+ 6.67% |
$147K - $169K
|
41.1K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-200- 1.98% |
$11.4K - $13.2K
|
9.89K
$635K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14K+ 132.01% |
$800K - $920K
|
24.6K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-95- 1.04% |
$5.43K - $6.25K
|
9.05K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$28.6K - $32.9K
|
500
$32.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
750New |
$42.9K - $49.4K
|
750
$48.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 3.28% |
$14.3K - $16.5K
|
7.37K
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.35KNew |
$249K - $286K
|
4.35K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.01K- 11.1% |
$115K - $132K
|
16.1K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
236+ 10.6% |
$13.5K - $15.5K
|
2.46K
$158K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.06K+ 25.3% |
$60.5K - $69.6K
|
5.24K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-7.09K- 8.6% |
$406K - $467K
|
75.4K
$4.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-68- 0.98% |
$3.89K - $4.47K
|
6.86K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
284+ 1.94% |
$16.2K - $18.7K
|
14.9K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-510- 7.67% |
$29.2K - $33.6K
|
6.14K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.13K- 77.68% |
$294K - $338K
|
1.48K
$94.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.14KNew |
$237K - $272K
|
4.14K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.72KNew |
$98.2K - $113K
|
1.72K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
20.1K+ 6.29% |
$1.15M - $1.32M
|
340K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-48- 0.11% |
$2.75K - $3.16K
|
43.9K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
28.6K+ 7.39% |
$1.64M - $1.88M
|
416K
$26.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3K+ 150.65% |
$992K - $1.14M
|
28.8K
$1.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
67+ 0.38% |
$3.83K - $4.41K
|
17.5K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
66.5K+ 839.51% |
$3.8M - $4.37M
|
74.4K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-719- 16.54% |
$41.1K - $47.3K
|
3.63K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-175- 2.44% |
$10K - $11.5K
|
6.99K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.22K+ 36.16% |
$69.5K - $79.9K
|
4.58K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
880+ 5866.67% |
$50.3K - $57.9K
|
895
$57.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$57.2 - $65.8
|
2.75K
$177K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-38.5K- 45.14% |
$2.2M - $2.53M
|
46.8K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-27.1K- 61.36% |
$1.55M - $1.79M
|
17.1K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 16.87% |
$2.35K - $2.7K
|
284
$18.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 0.68% |
$17.2K - $19.7K
|
43.6K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
4.43KNew |
$253K - $291K
|
4.43K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-415- 9.56% |
$23.7K - $27.3K
|
3.93K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-790- 14.84% |
$45.2K - $52K
|
4.54K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
354+ 9.24% |
$20.3K - $23.3K
|
4.18K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-32.5K- 78.46% |
$1.86M - $2.14M
|
8.93K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$96K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
20+ 0.38% |
$1.14K - $1.32K
|
5.3K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6+ 0.12% |
$343 - $395
|
4.83K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-495- 16.81% |
$28.3K - $32.6K
|
2.45K
$157K
|
|