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 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
7.42K+ 4.57% |
$425K - $488K
|
170K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 5.5% |
$28K - $32.2K
|
9.4K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43.7KNew |
$2.5M - $2.87M
|
43.7K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-192- 3.77% |
$11K - $12.6K
|
4.9K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$543K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2KNew |
$68.7K - $79K
|
1.2K
$77K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 10.06% |
$13.4K - $15.5K
|
2.1K
$135K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
25.3K+ 3.32% |
$1.45M - $1.66M
|
786K
$50.4M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
155New |
$9.56K - $10.5K
|
155
$9.95K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
33.5KNew |
$2.07M - $2.27M
|
33.5K
$2.15M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
46New |
$2.84K - $3.12K
|
46
$2.95K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.72KNew |
$229K - $252K
|
3.72K
$239K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
78+ 2.24% |
$4.81K - $5.29K
|
3.57K
$229K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.68KNew |
$104K - $114K
|
1.68K
$108K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
21.8KNew |
$1.35M - $1.48M
|
21.8K
$1.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.14K- 2.93% |
$70.3K - $77.4K
|
37.7K
$2.42M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.64KNew |
$101K - $111K
|
1.64K
$105K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$167K - $184K
|
2.71K
$174K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
12.8KNew |
$788K - $867K
|
12.8K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.42K- 38.78% |
$211K - $232K
|
5.4K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.7KNew |
$1.46M - $1.61M
|
23.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.33K+ 35.61% |
$390K - $429K
|
24.1K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
974+ 3.32% |
$60.1K - $66.1K
|
30.3K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
659+ 7.91% |
$40.6K - $44.7K
|
8.99K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.96% |
$49.3K - $54.3K
|
9.73K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
355+ 95.17% |
$21.9K - $24.1K
|
728
$46.7K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.57KNew |
$96.9K - $107K
|
1.57K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.52KNew |
$402K - $443K
|
6.52K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
9.56KNew |
$590K - $649K
|
9.56K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30- 0.82% |
$1.85K - $2.04K
|
3.63K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.74K- 30.98% |
$107K - $118K
|
3.87K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
10.8KNew |
$666K - $733K
|
10.8K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-33- 0.77% |
$2.04K - $2.24K
|
4.25K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-48- 10.55% |
$2.96K - $3.26K
|
407
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.1KNew |
$685K - $754K
|
11.1K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
21.8KNew |
$1.34M - $1.48M
|
21.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.16KNew |
$133K - $146K
|
2.16K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
8.13KNew |
$501K - $551K
|
8.13K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
435New |
$26.8K - $29.5K
|
435
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
161+ 2.62% |
$9.93K - $10.9K
|
6.3K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
348KNew |
$21.4M - $23.6M
|
348K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.64KNew |
$225K - $247K
|
3.64K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
940New |
$58K - $63.8K
|
940
$60.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5New |
$308 - $339
|
5
$321
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
80New |
$4.93K - $5.43K
|
80
$5.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.4K+ 143.93% |
$704K - $774K
|
19.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.1K- 6.72% |
$499K - $549K
|
112K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
161+ 1.32% |
$9.93K - $10.9K
|
12.4K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-72- 0.55% |
$4.44K - $4.89K
|
13.1K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
51.5KNew |
$3.18M - $3.5M
|
51.5K
$3.31M
|
|