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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.47KNew |
$431K - $485K
|
2.47K
$153K
|
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
2.27KNew |
$395K - $445K
|
2.27K
$140K
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6Closed |
$1.05K - $1.18K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.13KClosed |
$197K - $222K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.83K- 17.37% |
$377K - $551K
|
13.5K
$834K
|
|
|
Aug 06, 2021
Q2 2020
|
Schroders Is LTD
|
SELL
|
- |
-30.8KClosed |
$4.1M - $5.99M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-1.88KClosed |
$251K - $366K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-16Closed |
$2.13K - $3.11K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-12KClosed |
$1.6M - $2.33M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.01KClosed |
$267K - $390K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-2.07KClosed |
$275K - $402K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.69KClosed |
$225K - $329K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-6.64KClosed |
$884K - $1.29M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-4.32KClosed |
$575K - $840K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-4.3KClosed |
$573K - $836K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-117Closed |
$15.6K - $22.7K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-102KClosed |
$13.5M - $19.7M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-265Closed |
$35.3K - $51.5K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.32KClosed |
$575K - $839K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-21.3KClosed |
$2.83M - $4.13M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.6KClosed |
$214K - $312K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-219Closed |
$29.2K - $42.6K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-7.48KClosed |
$996K - $1.45M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18Closed |
$2.4K - $3.5K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.39KClosed |
$318K - $464K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.48KClosed |
$197K - $287K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-19.4KClosed |
$2.58M - $3.76M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-93Closed |
$12.4K - $18.1K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.22KClosed |
$428K - $625K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-48Closed |
$6.39K - $9.33K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.6KClosed |
$317K - $548K
|
0
$0
|
|
|
May 28, 2020
Q1 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-20Closed |
$2.44K - $4.21K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.02KClosed |
$125K - $215K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2Closed |
$244 - $421
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.11KClosed |
$135K - $234K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-63.4KClosed |
$7.72M - $13.4M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.08KClosed |
$497K - $859K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.39KClosed |
$169K - $292K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-2.84KClosed |
$346K - $598K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-100- 9.09% |
$12.2K - $21.1K
|
1K
$61.9K
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-22Closed |
$2.68K - $4.63K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.05KClosed |
$128K - $222K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.13KClosed |
$138K - $238K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.26KClosed |
$275K - $476K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-1.88KClosed |
$229K - $397K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.58KClosed |
$192K - $333K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.89KClosed |
$230K - $398K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-207Closed |
$25.2K - $43.6K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-72Closed |
$8.77K - $15.2K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.76KClosed |
$214K - $370K
|
0
$0
|
|