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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
5New |
$1.33K - $1.45K
|
5
$310
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.96KClosed |
$787K - $860K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.25KNew |
$333K - $363K
|
1.25K
$77.4K
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-935Closed |
$249K - $272K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-16- 94.12% |
$4.25K - $4.65K
|
1
$61.9
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-62Closed |
$16.5K - $18K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43Closed |
$11.4K - $12.5K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-3.6KClosed |
$956K - $1.05M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-38- 67.86% |
$10.1K - $11K
|
18
$1.11K
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$7.97K - $8.72K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-137- 7.29% |
$36.4K - $39.8K
|
1.74K
$108K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-9.75KClosed |
$2.5M - $2.7M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-994Closed |
$255K - $275K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.02KClosed |
$260K - $281K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-143Closed |
$36.7K - $39.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-6Closed |
$1.54K - $1.66K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-940Closed |
$241K - $260K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.11KNew |
$285K - $308K
|
1.11K
$68.7K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
495New |
$127K - $137K
|
495
$30.6K
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-6.44KClosed |
$1.65M - $1.78M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-9.33K- 99.96% |
$2.39M - $2.58M
|
4
$248
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-31Closed |
$7.95K - $8.59K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-385- 18.62% |
$98.7K - $107K
|
1.68K
$104K
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-36.6KClosed |
$9.39M - $10.1M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-11.7KClosed |
$3.01M - $3.25M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-13.4KClosed |
$3.44M - $3.72M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.5KClosed |
$385K - $416K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-380Closed |
$97.4K - $105K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-600Closed |
$154K - $166K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.66KNew |
$2.22M - $2.4M
|
8.66K
$536K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-354Closed |
$90.8K - $98.1K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-50Closed |
$12.8K - $13.9K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
490New |
$128K - $135K
|
490
$30.3K
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-2.68KClosed |
$697K - $740K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-11.4KClosed |
$2.98M - $3.16M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
271KNew |
$70.6M - $75M
|
271K
$16.8M
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$327K - $347K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46KClosed |
$379K - $403K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-595Closed |
$155K - $164K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.28KClosed |
$594K - $631K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.26KClosed |
$327K - $347K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-444Closed |
$116K - $123K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.05KClosed |
$1.05M - $1.12M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-877Closed |
$228K - $242K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-37- 66.07% |
$9.63K - $10.2K
|
19
$1.18K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-12Closed |
$3.12K - $3.32K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-145Closed |
$37.7K - $40.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-1.16KClosed |
$302K - $321K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-16Closed |
$4.16K - $4.42K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-17Closed |
$4.42K - $4.7K
|
0
$0
|