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 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
683+ 0.13% |
$39.1K - $42.8K
|
514K
$32.9M
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
680+ 28.1% |
$39K - $42.6K
|
3.1K
$199K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
675+ 0.83% |
$38.7K - $42.3K
|
82.3K
$5.27M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
673+ 8.89% |
$38.6K - $42.2K
|
8.25K
$528K
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
660+ 5.56% |
$37.8K - $41.3K
|
12.5K
$802K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650+ 7.13% |
$37.3K - $40.7K
|
9.77K
$626K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
636+ 2.35% |
$36.5K - $39.8K
|
27.7K
$1.77M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
635+ 1.33% |
$36.4K - $39.8K
|
48.5K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
620+ 1.84% |
$35.5K - $38.8K
|
34.4K
$2.2M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
616+ 16.8% |
$35.3K - $38.6K
|
4.28K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
589+ 7.6% |
$33.8K - $36.9K
|
8.34K
$534K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
575+ 0.72% |
$33K - $36K
|
80.3K
$5.15M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
562New |
$32.2K - $35.2K
|
562
$36K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
552+ 15.19% |
$31.6K - $34.6K
|
4.19K
$268K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
545+ 6.48% |
$31.2K - $34.1K
|
8.96K
$574K
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
540+ 4.21% |
$31K - $33.8K
|
13.4K
$857K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
536+ 3.79% |
$30.7K - $33.6K
|
14.7K
$940K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
535+ 8.45% |
$30.7K - $33.5K
|
6.87K
$440K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
534+ 2.69% |
$30.6K - $33.5K
|
20.4K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
528+ 4.48% |
$30.3K - $33.1K
|
12.3K
$789K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
527+ 5.13% |
$30.2K - $33K
|
10.8K
$691K
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
523+ 0.77% |
$30K - $32.8K
|
68.8K
$4.41M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
495+ 8.04% |
$28.4K - $31K
|
6.65K
$426K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
492+ 0.37% |
$28.2K - $30.8K
|
132K
$8.47M
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
475+ 14.46% |
$27.2K - $29.8K
|
3.76K
$241K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
464+ 134.49% |
$26.6K - $29.1K
|
809
$51.8K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
456+ 0.41% |
$26.1K - $28.6K
|
112K
$7.17M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
454+ 1.93% |
$26K - $28.4K
|
24K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
427+ 0.8% |
$24.5K - $26.8K
|
53.5K
$3.43M
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
411New |
$23.6K - $25.7K
|
411
$26.3K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
401+ 6.8% |
$23K - $25.1K
|
6.3K
$403K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
387+ 0.66% |
$22.2K - $24.2K
|
59K
$3.78M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
359+ 1.53% |
$20.6K - $22.5K
|
23.8K
$1.52M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357+ 0.38% |
$20.5K - $22.4K
|
94.7K
$6.07M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
350+ 7.19% |
$20.1K - $21.9K
|
5.22K
$334K
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
330+ 0.65% |
$18.9K - $20.7K
|
51.4K
$3.29M
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
310+ 5.53% |
$17.8K - $19.4K
|
5.92K
$379K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
310+ 34.07% |
$17.8K - $19.4K
|
1.22K
$78.1K
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
304+ 0.57% |
$17.4K - $19K
|
54K
$3.46M
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
301+ 2.69% |
$17.3K - $18.9K
|
11.5K
$735K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
301+ 0.46% |
$17.3K - $18.9K
|
65.4K
$4.19M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 1.28% |
$17.2K - $18.8K
|
23.7K
$1.52M
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300+ 0.05% |
$17.2K - $18.8K
|
612K
$39.2M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
298+ 2.32% |
$17.1K - $18.7K
|
13.1K
$841K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
273+ 1.97% |
$15.6K - $17.1K
|
14.2K
$907K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
269+ 2.66% |
$15.4K - $16.9K
|
10.4K
$664K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
242+ 336.11% |
$13.9K - $15.2K
|
314
$20.1K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
222New |
$12.7K - $13.9K
|
222
$14.2K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
221+ 1.07% |
$12.7K - $13.8K
|
20.9K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
218+ 2.11% |
$12.5K - $13.7K
|
10.6K
$676K
|