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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
51+ 0.04% |
$3.15K - $3.46K
|
125K
$7.45M
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
51+ 0.99% |
$3.15K - $3.46K
|
5.22K
$311K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 0.42% |
$3.15K - $3.46K
|
12.1K
$723K
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
51+ 0.41% |
$3.15K - $3.46K
|
12.6K
$751K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 9.9% |
$3.08K - $3.39K
|
555
$33.1K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
50+ 0.91% |
$3.08K - $3.39K
|
5.53K
$330K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.23% |
$3.08K - $3.39K
|
21.6K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47+ 0.32% |
$2.9K - $3.19K
|
14.6K
$869K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
45+ 0.3% |
$2.78K - $3.05K
|
14.8K
$884K
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
45+ 0.16% |
$2.78K - $3.05K
|
27.9K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.65K - $2.92K
|
25.4K
$1.51M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.53K - $2.78K
|
41
$2.44K
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
38+ 0.05% |
$2.34K - $2.58K
|
78.1K
$4.65M
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
38+ 0.51% |
$2.34K - $2.58K
|
7.43K
$443K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38+ 0.5% |
$2.34K - $2.58K
|
7.67K
$457K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
36+ 0.75% |
$2.22K - $2.44K
|
4.86K
$290K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
36+ 0.16% |
$2.22K - $2.44K
|
22K
$1.31M
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.71% |
$2.16K - $2.38K
|
4.97K
$296K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
35New |
$2.16K - $2.38K
|
35
$2.08K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34+ 0.81% |
$2.1K - $2.31K
|
4.21K
$251K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 0.53% |
$2.1K - $2.31K
|
6.39K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.02% |
$2.04K - $2.24K
|
220K
$13.1M
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
33+ 0.3% |
$2.04K - $2.24K
|
10.9K
$651K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 32.99% |
$1.97K - $2.17K
|
129
$7.68K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 0.39% |
$1.91K - $2.1K
|
8.03K
$478K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
31+ 0.52% |
$1.91K - $2.1K
|
5.97K
$356K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
30+ 1.14% |
$1.85K - $2.04K
|
2.66K
$158K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.25% |
$1.85K - $2.04K
|
1.36K
$81.1K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
29+ 0.4% |
$1.79K - $1.97K
|
7.35K
$438K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29+ 0.43% |
$1.79K - $1.97K
|
6.81K
$406K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$1.79K - $1.97K
|
8.02K
$478K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
29+ 0.07% |
$1.79K - $1.97K
|
44.5K
$2.65M
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
29+ 0.24% |
$1.79K - $1.97K
|
12.3K
$732K
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
28+ 0.4% |
$1.73K - $1.9K
|
7K
$417K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.12% |
$1.67K - $1.83K
|
22.9K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
26+ 0.43% |
$1.6K - $1.76K
|
6.03K
$359K
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
26+ 0.36% |
$1.6K - $1.76K
|
7.26K
$432K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25New |
$1.54K - $1.7K
|
25
$1.49K
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25New |
$1.54K - $1.7K
|
25
$1.49K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
25+ 0.03% |
$1.54K - $1.7K
|
90.4K
$5.39M
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
25+ 0.24% |
$1.54K - $1.7K
|
10.3K
$611K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
24+ 0.04% |
$1.48K - $1.63K
|
54.8K
$3.26M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23+ 0.41% |
$1.42K - $1.56K
|
5.68K
$338K
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
22+ 0.36% |
$1.36K - $1.49K
|
6.08K
$362K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.18% |
$1.3K - $1.43K
|
11.8K
$703K
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
21+ 0.23% |
$1.3K - $1.43K
|
9.09K
$541K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.4% |
$1.3K - $1.43K
|
5.25K
$313K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
21+ 0.34% |
$1.3K - $1.43K
|
6.14K
$366K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
21+ 0.12% |
$1.3K - $1.43K
|
17.5K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
20New |
$1.23K - $1.36K
|
20
$1.19K
|