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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
370+ 27.82% |
$20.9K - $22.5K
|
1.7K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.57K- 13.34% |
$145K - $156K
|
16.7K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-80- 5.6% |
$4.51K - $4.86K
|
1.35K
$86.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-84- 0.24% |
$4.74K - $5.11K
|
35.3K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-172- 31.27% |
$9.71K - $10.5K
|
378
$24.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-107- 0.98% |
$6.04K - $6.5K
|
10.8K
$692K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
360New |
$20.3K - $21.9K
|
360
$23.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.13K- 7.22% |
$176K - $190K
|
40.1K
$2.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
305+ 5.15% |
$17.2K - $18.5K
|
6.23K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34.6K- 95.33% |
$1.95M - $2.11M
|
1.7K
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 61.62% |
$66.6K - $71.7K
|
735
$47.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
139KNew |
$7.86M - $8.47M
|
139K
$8.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.32% |
$74.4K - $80.2K
|
58.2K
$3.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.17KNew |
$517K - $557K
|
9.17K
$588K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19New |
$1.07K - $1.16K
|
19
$1.22K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
259+ 6.67% |
$14.6K - $15.7K
|
4.14K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-580- 10.8% |
$32.7K - $35.3K
|
4.79K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.94K- 20.86% |
$110K - $118K
|
7.37K
$473K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-256- 4.4% |
$14.4K - $15.6K
|
5.57K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
26.7K+ 42.13% |
$1.51M - $1.62M
|
90K
$5.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
43.6K+ 149.64% |
$2.46M - $2.65M
|
72.8K
$4.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.13KNew |
$120K - $129K
|
2.13K
$136K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 0.68% |
$1.07K - $1.16K
|
2.8K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
175New |
$9.88K - $10.6K
|
175
$11.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5K+ 107.87% |
$282K - $304K
|
9.64K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-95- 0.51% |
$5.36K - $5.78K
|
18.7K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$17K
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-70- 1.34% |
$3.95K - $4.26K
|
5.14K
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-230- 2.1% |
$13K - $14K
|
10.7K
$689K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
8.28KNew |
$467K - $503K
|
8.28K
$532K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
26+ 0.12% |
$1.47K - $1.58K
|
21.5K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.37KNew |
$303K - $327K
|
5.37K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
30.6KNew |
$1.73M - $1.86M
|
30.6K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
16New |
$903 - $973
|
16
$1.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
41.9KNew |
$2.36M - $2.55M
|
41.9K
$2.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.76K- 2.68% |
$99.3K - $107K
|
64K
$4.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$79.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-417- 3.6% |
$23.5K - $25.3K
|
11.2K
$717K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-415- 10.55% |
$23.4K - $25.2K
|
3.52K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
84K+ 219.53% |
$4.74M - $5.1M
|
122K
$7.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$564 - $608
|
10
$642
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.39M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1New |
$56.4 - $60.8
|
1
$64.2
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
246+ 0.51% |
$13.9K - $15K
|
48.3K
$3.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
6.05KNew |
$341K - $368K
|
6.05K
$388K
|
|
| Q1 2024 | |||||||
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-290Closed |
$16.5K - $82.6K
|
0
$0
|
|
|
Jul 15, 2025
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$214K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 443.91% |
$285K - $1.42M
|
6.12K
$393K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 400.0% |
$71.8K - $359K
|
1.58K
$101K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
565New |
$32.2K - $161K
|
565
$36.3K
|
|