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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.85KNew |
$217K - $234K
|
3.85K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.79KNew |
$214K - $230K
|
3.79K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.76KNew |
$212K - $228K
|
3.76K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.56KNew |
$201K - $216K
|
3.56K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.48KNew |
$196K - $211K
|
3.48K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.13KNew |
$120K - $129K
|
2.13K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.82K+ 15.69% |
$103K - $111K
|
13.4K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.75K+ 7.25% |
$99K - $107K
|
26K
$1.66M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$96.2K - $104K
|
1.71K
$109K
|
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.32% |
$74.4K - $80.2K
|
58.2K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 19.78% |
$67.2K - $72.3K
|
7.21K
$461K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.15K+ 109.85% |
$64.8K - $69.8K
|
2.2K
$141K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 33.83% |
$63.5K - $68.4K
|
4.45K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.01K+ 1.39% |
$57.1K - $61.5K
|
73.8K
$4.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
985+ 48.36% |
$55.6K - $59.9K
|
3.02K
$194K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$79.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
825+ 12.55% |
$46.6K - $50.2K
|
7.4K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
735New |
$41.5K - $44.7K
|
735
$47.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
665New |
$37.5K - $40.4K
|
665
$42.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
655+ 10.08% |
$37K - $39.8K
|
7.15K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
645+ 61.43% |
$36.4K - $39.2K
|
1.7K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
545New |
$30.8K - $33.1K
|
545
$34.9K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
444+ 400.0% |
$25.1K - $27K
|
555
$35.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
430+ 200.0% |
$24.3K - $26.1K
|
645
$41.3K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
405New |
$22.9K - $24.6K
|
405
$25.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
400+ 1.58% |
$22.6K - $24.3K
|
25.7K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
399+ 46.67% |
$22.5K - $24.3K
|
1.25K
$80.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
390+ 4.91% |
$22K - $23.7K
|
8.34K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
370+ 27.82% |
$20.9K - $22.5K
|
1.7K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
360New |
$20.3K - $21.9K
|
360
$23.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
317+ 2.4% |
$17.9K - $19.3K
|
13.5K
$866K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
305+ 5.15% |
$17.2K - $18.5K
|
6.23K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$17K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$17K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
259+ 6.67% |
$14.6K - $15.7K
|
4.14K
$265K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
246+ 0.51% |
$13.9K - $15K
|
48.3K
$3.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
244+ 8.44% |
$13.8K - $14.8K
|
3.13K
$201K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
203+ 1.95% |
$11.5K - $12.3K
|
10.6K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$11.3K - $12.2K
|
200
$12.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
175New |
$9.88K - $10.6K
|
175
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
125+ 2.1% |
$7.05K - $7.6K
|
6.09K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100+ 1.1% |
$5.64K - $6.08K
|
9.19K
$588K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
99+ 21.76% |
$5.59K - $6.02K
|
554
$35.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54+ 0.53% |
$3.05K - $3.28K
|
10.1K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
34+ 0.42% |
$1.92K - $2.07K
|
8.16K
$523K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
26+ 0.12% |
$1.47K - $1.58K
|
21.5K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19New |
$1.07K - $1.16K
|
19
$1.22K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 0.68% |
$1.07K - $1.16K
|
2.8K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$903 - $973
|
16
$1.02K
|