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 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
20New |
$1.23K - $1.36K
|
20
$1.24K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
26.2KNew |
$1.62M - $1.78M
|
26.2K
$1.62M
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
29.7KNew |
$1.83M - $2.02M
|
29.7K
$1.84M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
70.3KNew |
$4.33M - $4.77M
|
70.3K
$4.35M
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.31KNew |
$266K - $292K
|
4.31K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
16.8KNew |
$1.03M - $1.14M
|
16.8K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-227- 0.89% |
$14K - $15.4K
|
25.4K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.89K+ 5.98% |
$178K - $196K
|
51.3K
$3.17M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20.9K+ 14.55% |
$1.29M - $1.42M
|
165K
$10.2M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.54K+ 0.2% |
$157K - $172K
|
1.3M
$80.2M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
48.7K+ 2.4% |
$3.01M - $3.31M
|
2.08M
$128M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.4K- 3.82% |
$768K - $845K
|
313K
$19.4M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11+ 0.25% |
$678 - $747
|
4.38K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56K+ 2.23% |
$3.46M - $3.8M
|
2.57M
$159M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-122- 0.69% |
$7.52K - $8.28K
|
17.7K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.16K+ 143200.0% |
$442K - $486K
|
7.17K
$444K
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-49.7K- 65.74% |
$3.07M - $3.38M
|
25.9K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.64% |
$123 - $136
|
316
$19.6K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-587- 4.47% |
$36.2K - $39.8K
|
12.6K
$777K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-24- 0.31% |
$1.48K - $1.63K
|
7.84K
$485K
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
4.81KNew |
$297K - $326K
|
4.81K
$298K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 2.29% |
$777K - $856K
|
537K
$33.2M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
907K+ 2.38% |
$55.9M - $61.6M
|
39M
$2.41B
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.3K+ 3.1% |
$1.25M - $1.38M
|
674K
$41.7M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.85K- 23.13% |
$175K - $193K
|
9.46K
$585K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
108+ 166.15% |
$6.66K - $7.33K
|
173
$10.7K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
743+ 31.09% |
$45.8K - $50.4K
|
3.13K
$194K
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
34.8KNew |
$2.15M - $2.36M
|
34.8K
$2.15M
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
12.3KNew |
$757K - $833K
|
12.3K
$760K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.56K+ 2.8% |
$405K - $445K
|
241K
$14.9M
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 4.14% |
$108K - $119K
|
40.7K
$2.52M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 1.14% |
$83.4K - $91.8K
|
117K
$7.26M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
61.7K+ 1266.23% |
$3.8M - $4.19M
|
66.5K
$4.12M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
435K+ 4324.46% |
$26.8M - $29.5M
|
445K
$27.6M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 0.99% |
$2.9K - $3.19K
|
4.71K
$291K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27.6K+ 10.24% |
$1.7M - $1.87M
|
297K
$18.4M
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-291- 6.64% |
$17.9K - $19.8K
|
4.09K
$253K
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
17.2K+ 2.85% |
$1.06M - $1.17M
|
621K
$38.5M
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11+ 0.11% |
$678 - $747
|
9.78K
$605K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
141K+ 1089.57% |
$8.67M - $9.54M
|
154K
$9.5M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
69KNew |
$4.26M - $4.68M
|
69K
$4.27M
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-5.85K- 2.43% |
$361K - $397K
|
235K
$14.5M
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.67K+ 1.86% |
$350K - $385K
|
310K
$19.2M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 1.85% |
$162K - $178K
|
145K
$8.95M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
82K+ 46.63% |
$5.06M - $5.57M
|
258K
$16M
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
959+ 6.53% |
$59.2K - $65.1K
|
15.6K
$968K
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
7.77K+ 1.15% |
$479K - $527K
|
684K
$42.3M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-625- 5.73% |
$38.6K - $42.4K
|
10.3K
$637K
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.37K- 1.15% |
$84.7K - $93.3K
|
118K
$7.31M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.85K+ 1.27% |
$114K - $126K
|
147K
$9.13M
|