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 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
150New |
$8.55K - $42.7K
|
150
$9.63K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
1.1K+ 26.19% |
$62.7K - $313K
|
5.3K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-25- 18.94% |
$1.42K - $7.12K
|
107
$6.87K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
176+ 400.0% |
$10K - $50.2K
|
220
$14.1K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.16KNew |
$351K - $1.76M
|
6.16K
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.25K+ 184.6% |
$128K - $642K
|
3.48K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.56K+ 400.0% |
$203K - $1.01M
|
4.45K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.75KNew |
$99.7K - $499K
|
1.75K
$112K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.07KNew |
$60.7K - $304K
|
1.07K
$68.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 390.08% |
$715K - $3.58M
|
15.8K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.91K+ 400.0% |
$109K - $544K
|
2.39K
$153K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
472+ 400.0% |
$26.9K - $135K
|
590
$37.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
90.2K+ 456.62% |
$5.14M - $25.7M
|
110K
$7.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.64KNew |
$150K - $751K
|
2.64K
$169K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.01K+ 399.9% |
$229K - $1.14M
|
5.01K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
11.8KNew |
$672K - $3.36M
|
11.8K
$757K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.7K+ 396.99% |
$668K - $3.34M
|
14.7K
$942K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
748+ 400.0% |
$42.6K - $213K
|
935
$60K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.41K+ 400.0% |
$194K - $972K
|
4.27K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64K+ 400.0% |
$207K - $1.04M
|
4.55K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
47.3KNew |
$2.7M - $13.5M
|
47.3K
$3.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.91K+ 400.83% |
$166K - $828K
|
3.63K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.48K+ 400.0% |
$255K - $1.28M
|
5.6K
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
642+ 398.76% |
$36.6K - $183K
|
803
$51.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.66K+ 400.0% |
$323K - $1.61M
|
7.08K
$455K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.03K+ 360.3% |
$401K - $2M
|
8.99K
$577K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 400.0% |
$182K - $912K
|
4K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.25KNew |
$527K - $2.64M
|
9.25K
$594K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
73.6K+ 385.5% |
$4.2M - $21M
|
92.7K
$5.95M
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-427- 34.97% |
$99.1K - $119K
|
794
$51K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3.62K- 80.0% |
$840K - $1.01M
|
905
$58.1K
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
11.9KNew |
$2.76M - $3.33M
|
11.9K
$765K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$319K - $385K
|
1.38K
$88.3K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.17K- 80.0% |
$736K - $888K
|
793
$50.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
74+ 7400.0% |
$17.2K - $20.7K
|
75
$4.82K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-902- 27.98% |
$209K - $252K
|
2.32K
$149K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.39K - $1.68K
|
6
$385
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
8.64KNew |
$2.01M - $2.42M
|
8.64K
$555K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
400New |
$92.8K - $112K
|
400
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
400New |
$92.8K - $112K
|
400
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.22KNew |
$516K - $622K
|
2.22K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.47MNew |
$341M - $412M
|
1.47M
$94.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
139+ 13.71% |
$32.3K - $38.9K
|
1.15K
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-668- 31.63% |
$155K - $187K
|
1.44K
$92.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
476New |
$110K - $133K
|
476
$30.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$283K - $341K
|
1.22K
$78.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
933New |
$216K - $261K
|
933
$59.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-66- 40.99% |
$15.3K - $18.5K
|
95
$6.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.52KNew |
$1.28M - $1.55M
|
5.52K
$355K
|
|