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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$50.2K - $57.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-788Closed |
$198K - $225K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-737Closed |
$185K - $210K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.35KClosed |
$338K - $384K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-59Closed |
$14.8K - $16.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-991Closed |
$249K - $283K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-379Closed |
$95.2K - $108K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42Closed |
$10.6K - $12K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-725Closed |
$182K - $207K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-741Closed |
$186K - $211K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-162- 64.54% |
$40.7K - $46.2K
|
89
$5.51K
|
|
|
Apr 29, 2022
Q1 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-876Closed |
$220K - $250K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-30Closed |
$7.54K - $8.56K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$1.26K - $1.43K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-744Closed |
$187K - $212K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$1.4M - $1.59M
|
5.57K
$345K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-22Closed |
$5.53K - $6.28K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-48Closed |
$12.1K - $13.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-3.98KClosed |
$999K - $1.13M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-200Closed |
$50.2K - $57.1K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
10.9K+ 108710.0% |
$2.73M - $3.1M
|
10.9K
$674K
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-814Closed |
$204K - $232K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-712Closed |
$179K - $203K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
723+ 964.0% |
$182K - $206K
|
798
$49.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-140- 83.83% |
$35.2K - $40K
|
27
$1.67K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.81KClosed |
$957K - $1.09M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-2.11K- 64.4% |
$561K - $613K
|
1.17K
$72.2K
|
|
|
Mar 21, 2023
Q4 2021
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-377Closed |
$100K - $110K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
443New |
$118K - $129K
|
443
$27.4K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91New |
$24.2K - $26.4K
|
91
$5.63K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.15KNew |
$306K - $334K
|
1.15K
$71.2K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
400New |
$106K - $116K
|
400
$24.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-41Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
50New |
$13.3K - $14.5K
|
50
$3.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-34Closed |
$9.04K - $9.88K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40New |
$10.6K - $11.6K
|
40
$2.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
15.7KNew |
$4.16M - $4.55M
|
15.7K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1KNew |
$266K - $291K
|
1K
$61.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.04KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-98Closed |
$26K - $28.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-12.7KClosed |
$3.37M - $3.68M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-600Closed |
$159K - $174K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
100New |
$26.6K - $29.1K
|
100
$6.19K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$9.83K - $10.7K
|
37
$2.29K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-74.6KClosed |
$19.8M - $21.7M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
200New |
$53.2K - $58.1K
|
200
$12.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-13Closed |
$3.46K - $3.78K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-927Closed |
$246K - $269K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-28Closed |
$7.44K - $8.14K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35.3KNew |
$9.37M - $10.2M
|
35.3K
$2.18M
|
|