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 05, 2020
Q1 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-9.26KClosed |
$1.13M - $1.95M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Spence Asset Management
|
SELL
|
- |
-33Closed |
$4.02K - $6.95K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-11.7KClosed |
$1.42M - $2.45M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.31KClosed |
$646K - $1.12M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-50- 2.24% |
$6.09K - $10.5K
|
2.18K
$135K
|
|
Apr 29, 2020
Q1 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$218K - $377K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
First American Trust, Fsb
|
SELL
|
- |
-1.32KClosed |
$161K - $278K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6Closed |
$731 - $1.26K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.49KClosed |
$182K - $314K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$124K - $214K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.2KClosed |
$146K - $253K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.18KClosed |
$144K - $248K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.6KClosed |
$682K - $1.18M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raub Brock Capital Management LP
|
SELL
|
- |
-42.2KClosed |
$5.14M - $8.9M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-980Closed |
$119K - $206K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-40Closed |
$4.87K - $8.42K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-55.8KClosed |
$6.79M - $11.7M
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.04KClosed |
$127K - $219K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.54KClosed |
$309K - $535K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-976Closed |
$119K - $206K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.26KClosed |
$154K - $266K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-38.1KClosed |
$4.64M - $8.02M
|
0
$0
|
|
Q4 2019 | |||||||
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.25KNew |
$605K - $671K
|
3.25K
$201K
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8KClosed |
$1.49M - $1.65M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-196Closed |
$36.4K - $40.4K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.34KClosed |
$249K - $276K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-477Closed |
$88.6K - $98.3K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-506Closed |
$94K - $104K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-61Closed |
$11.3K - $12.6K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-99Closed |
$18.4K - $20.4K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-140Closed |
$26K - $28.9K
|
0
$0
|
|
Q3 2019 | |||||||
Aug 04, 2020
Q3 2019
|
Milestone Advisory Partners
|
SELL
|
- |
-23.8KClosed |
$4.36M - $4.72M
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-175Closed |
$32.1K - $34.7K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
4.1KNew |
$751K - $814K
|
4.1K
$254K
|
|
Nov 14, 2019
Q3 2019
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.36KClosed |
$616K - $667K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-21Closed |
$3.85K - $4.17K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.14KClosed |
$209K - $227K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-443Closed |
$81.1K - $87.9K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.43KClosed |
$262K - $283K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-326Closed |
$59.7K - $64.7K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.08KClosed |
$930K - $1.01M
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Carlson Capital Management
|
SELL
|
- |
-1.08KClosed |
$198K - $214K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-1.36KClosed |
$249K - $270K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-234Closed |
$42.9K - $46.5K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-80Closed |
$14.7K - $15.9K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-181Closed |
$33.2K - $35.9K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-10.7KClosed |
$1.96M - $2.13M
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Canton Hathaway, LLC
|
SELL
|
- |
-135Closed |
$24.7K - $26.8K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Townsend & Associates, Inc
|
SELL
|
- |
-4.23KClosed |
$775K - $840K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-150KClosed |
$27.4M - $29.7M
|
0
$0
|