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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 2.22% |
$837K - $915K
|
674K
$43.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.2KNew |
$814K - $890K
|
14.2K
$908K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.7KNew |
$727K - $794K
|
12.7K
$811K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5K+ 0.18% |
$718K - $785K
|
7.07M
$452M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.2K+ 9.34% |
$700K - $766K
|
143K
$9.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$681K - $744K
|
11.9K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
11.4KNew |
$653K - $714K
|
11.4K
$729K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.7K+ 39.73% |
$615K - $672K
|
37.7K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 8.98% |
$601K - $657K
|
127K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.4K+ 3.42% |
$596K - $651K
|
314K
$20.1M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
10KNew |
$574K - $628K
|
10K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.85K+ 6.85% |
$565K - $617K
|
154K
$9.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.85K+ 50.6% |
$565K - $617K
|
29.3K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
9.71K+ 3.68% |
$556K - $608K
|
273K
$17.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.46K+ 1.52% |
$542K - $592K
|
630K
$40.3M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.23K+ 1.13% |
$529K - $578K
|
824K
$52.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.14KNew |
$524K - $573K
|
9.14K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.16K+ 3.38% |
$467K - $511K
|
250K
$16M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 1.11% |
$466K - $510K
|
742K
$47.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.11K+ 3.32% |
$465K - $508K
|
252K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.03KNew |
$460K - $503K
|
8.03K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.97K+ 9.5% |
$457K - $499K
|
91.8K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.68K+ 4.5% |
$440K - $481K
|
179K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
7.12KNew |
$408K - $446K
|
7.12K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.05KNew |
$404K - $442K
|
7.05K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6.91KNew |
$396K - $433K
|
6.91K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$387K - $423K
|
6.76K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.59K+ 0.27% |
$378K - $413K
|
2.44M
$156M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.5K+ 28.12% |
$373K - $407K
|
29.6K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.32K+ 32.8% |
$362K - $396K
|
25.6K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 29.01% |
$359K - $393K
|
27.9K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
6.23K+ 16.81% |
$357K - $390K
|
43.3K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.17K+ 4.82% |
$354K - $387K
|
134K
$8.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.14KNew |
$352K - $384K
|
6.14K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.02K+ 5.85% |
$345K - $377K
|
109K
$6.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$377K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$338K - $369K
|
5.89K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
5.82KNew |
$334K - $365K
|
5.82K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.76KNew |
$330K - $361K
|
5.76K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.63K+ 2.54% |
$323K - $353K
|
228K
$14.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.54K+ 10.66% |
$317K - $347K
|
57.5K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.4KNew |
$310K - $338K
|
5.4K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.28KNew |
$302K - $330K
|
5.28K
$337K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.72KNew |
$270K - $295K
|
4.72K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 205.38% |
$269K - $294K
|
6.98K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4.61K+ 42.84% |
$264K - $289K
|
15.4K
$982K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$263K - $288K
|
4.6K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.5K+ 105.29% |
$258K - $282K
|
8.78K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.47K+ 2.19% |
$256K - $280K
|
208K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.45KNew |
$255K - $279K
|
4.45K
$285K
|