Latest Institutional Purchases of Ishares Core S&P Mid Cap ETF (IJH)
This list provides information on the latest institutional transactions involving Ishares Core S&P Mid Cap ETF (IJH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47+ 0.32% |
$2.9K - $3.19K
|
14.6K
$935K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
45+ 0.16% |
$2.78K - $3.05K
|
27.9K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.53K - $2.78K
|
41
$2.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
38+ 0.05% |
$2.34K - $2.58K
|
78.1K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
38+ 0.51% |
$2.34K - $2.58K
|
7.43K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38+ 0.5% |
$2.34K - $2.58K
|
7.67K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
36+ 0.75% |
$2.22K - $2.44K
|
4.86K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.71% |
$2.16K - $2.38K
|
4.97K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$2.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34+ 0.81% |
$2.1K - $2.31K
|
4.21K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 0.53% |
$2.1K - $2.31K
|
6.39K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
33+ 0.3% |
$2.04K - $2.24K
|
10.9K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.39% |
$1.91K - $2.1K
|
8.03K
$514K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
31+ 0.52% |
$1.91K - $2.1K
|
5.97K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
30+ 1.14% |
$1.85K - $2.04K
|
2.66K
$170K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.25% |
$1.85K - $2.04K
|
1.36K
$87.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29+ 0.43% |
$1.79K - $1.97K
|
6.81K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$1.79K - $1.97K
|
8.02K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
29+ 0.07% |
$1.79K - $1.97K
|
44.5K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
29+ 0.24% |
$1.79K - $1.97K
|
12.3K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
28+ 0.4% |
$1.73K - $1.9K
|
7K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.12% |
$1.67K - $1.83K
|
22.9K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
26+ 0.43% |
$1.6K - $1.76K
|
6.03K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
26+ 0.36% |
$1.6K - $1.76K
|
7.26K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.03% |
$1.54K - $1.7K
|
90.4K
$5.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
25+ 0.24% |
$1.54K - $1.7K
|
10.3K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.04% |
$1.48K - $1.63K
|
54.8K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23+ 0.41% |
$1.42K - $1.56K
|
5.68K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.36% |
$1.36K - $1.49K
|
6.08K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
21+ 0.23% |
$1.3K - $1.43K
|
9.09K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.4% |
$1.3K - $1.43K
|
5.25K
$336K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
21+ 0.34% |
$1.3K - $1.43K
|
6.14K
$393K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 0.12% |
$1.3K - $1.43K
|
17.5K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
20+ 0.4% |
$1.23K - $1.36K
|
5.03K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 0.14% |
$1.23K - $1.36K
|
14.7K
$944K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
20+ 0.41% |
$1.23K - $1.36K
|
4.84K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
19+ 0.5% |
$1.17K - $1.29K
|
3.85K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
18+ 0.2% |
$1.11K - $1.22K
|
9.04K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
17+ 0.37% |
$1.05K - $1.15K
|
4.59K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
16+ 0.39% |
$987 - $1.09K
|
4.12K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.41% |
$925 - $1.02K
|
3.69K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15+ 0.35% |
$925 - $1.02K
|
4.29K
$275K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
15+ 0.15% |
$925 - $1.02K
|
10.3K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.34% |
$802 - $882
|
3.88K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 5.65% |
$802 - $882
|
243
$15.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12+ 0.29% |
$740 - $814
|
4.14K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.12% |
$740 - $814
|
9.65K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.14% |
$678 - $747
|
7.7K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.32% |
$678 - $747
|
3.48K
$223K
|