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 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6+ 0.13% |
$1.31K - $1.62K
|
4.47K
$277K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
38New |
$8.32K - $10.3K
|
38
$2.35K
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-38.9KClosed |
$8.53M - $10.5M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-910Closed |
$199K - $246K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.13KClosed |
$247K - $305K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.17KClosed |
$255K - $315K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
109+ 3.74% |
$23.9K - $29.4K
|
3.02K
$187K
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-869Closed |
$190K - $235K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.16KClosed |
$255K - $314K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1.28K+ 4.63% |
$281K - $347K
|
29K
$1.79M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$876 - $1.08K
|
1.95K
$121K
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-760Closed |
$166K - $205K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
1.84KNew |
$403K - $496K
|
1.84K
$114K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $270
|
1.94K
$120K
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$233K - $287K
|
1.06K
$65.9K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-100- 50.0% |
$21.9K - $27K
|
100
$6.19K
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-935Closed |
$205K - $253K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
SELL
|
- |
-821Closed |
$180K - $222K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-89- 94.68% |
$19.5K - $24K
|
5
$310
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-137Closed |
$30K - $37K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.37KClosed |
$738K - $910K
|
0
$0
|
|
Q1 2022 | |||||||
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
844New |
$212K - $241K
|
844
$52.2K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22Closed |
$5.53K - $6.28K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-651Closed |
$164K - $186K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-59- 31.89% |
$14.8K - $16.8K
|
126
$7.8K
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.25KNew |
$314K - $356K
|
1.25K
$77.3K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-50- 92.59% |
$12.6K - $14.3K
|
4
$248
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
400New |
$100K - $114K
|
400
$24.8K
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.2KClosed |
$805K - $914K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
209+ 18.0% |
$52.5K - $59.6K
|
1.37K
$84.8K
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-880Closed |
$221K - $251K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
PUT |
8.4KNew |
$2.11M - $2.4M
|
8.4K
$520K
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-20.9KClosed |
$5.24M - $5.96M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3KClosed |
$753K - $856K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-18Closed |
$4.52K - $5.14K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
190KNew |
$47.7M - $54.2M
|
190K
$11.8M
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-4.54KClosed |
$1.14M - $1.3M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-385Closed |
$96.7K - $110K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-8.53KClosed |
$2.14M - $2.43M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-200Closed |
$50.2K - $57.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-30Closed |
$7.54K - $8.56K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.29KClosed |
$576K - $654K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-21Closed |
$5.28K - $5.99K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-726Closed |
$182K - $207K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-100- 8.36% |
$25.1K - $28.5K
|
1.1K
$67.8K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3Closed |
$754 - $856
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-740Closed |
$186K - $211K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.45KClosed |
$365K - $415K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-672Closed |
$169K - $192K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-49Closed |
$12.3K - $14K
|
0
$0
|