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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$28.6K - $32.9K
|
500
$32.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 5.5% |
$28K - $32.2K
|
9.4K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
481+ 45.29% |
$27.5K - $31.6K
|
1.54K
$99.1K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
474+ 0.71% |
$27.1K - $31.2K
|
67.5K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
395+ 4.05% |
$22.6K - $26K
|
10.2K
$652K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
354+ 9.24% |
$20.3K - $23.3K
|
4.18K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
345New |
$19.7K - $22.7K
|
345
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
327+ 4.96% |
$18.7K - $21.5K
|
6.92K
$444K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
288New |
$16.5K - $19K
|
288
$18.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
285+ 7.19% |
$16.3K - $18.8K
|
4.25K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
284+ 1.94% |
$16.2K - $18.7K
|
14.9K
$958K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
230New |
$13.2K - $15.1K
|
230
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
210+ 46.15% |
$12K - $13.8K
|
665
$42.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208+ 6.42% |
$11.9K - $13.7K
|
3.45K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
195+ 2.39% |
$11.2K - $12.8K
|
8.35K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
178New |
$10.2K - $11.7K
|
178
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
151+ 20.21% |
$8.64K - $9.94K
|
898
$57.7K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
145+ 0.52% |
$8.3K - $9.54K
|
27.8K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 1.16% |
$4.98K - $5.72K
|
7.62K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.4% |
$4.12K - $4.74K
|
5.21K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$96K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
69+ 0.61% |
$3.95K - $4.54K
|
11.4K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
52+ 9.37% |
$2.97K - $3.42K
|
607
$39K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 16.87% |
$2.35K - $2.7K
|
284
$18.2K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25+ 100.0% |
$1.43K - $1.65K
|
50
$3.21K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.49% |
$1.37K - $1.58K
|
4.93K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
20+ 0.38% |
$1.14K - $1.32K
|
5.3K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 3.55% |
$1.09K - $1.25K
|
554
$35.6K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
11+ 0.08% |
$629 - $724
|
13.5K
$869K
|
|
|
Jan 07, 2026
Q1 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
10+ 1.28% |
$572 - $658
|
791
$50.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6+ 0.12% |
$343 - $395
|
4.83K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
2New |
$114 - $132
|
2
$128
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$57.2 - $65.8
|
15.2K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$57.2 - $65.8
|
2.75K
$177K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
389KNew |
$24M - $26.4M
|
389K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
348KNew |
$21.4M - $23.6M
|
348K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
344KNew |
$21.2M - $23.3M
|
344K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
301K+ 1485.93% |
$18.6M - $20.4M
|
321K
$20.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
108K+ 194.52% |
$6.65M - $7.32M
|
163K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
73.4K+ 69.96% |
$4.53M - $4.98M
|
178K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
56.6KNew |
$3.49M - $3.84M
|
56.6K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.9KNew |
$3.2M - $3.52M
|
51.9K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
51.5KNew |
$3.18M - $3.5M
|
51.5K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
50.5KNew |
$3.12M - $3.43M
|
50.5K
$3.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.4K+ 51.98% |
$3.05M - $3.35M
|
144K
$9.27M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
33.5KNew |
$2.07M - $2.27M
|
33.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.7KNew |
$1.46M - $1.61M
|
23.7K
$1.52M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
21.8KNew |
$1.35M - $1.48M
|
21.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
21.8KNew |
$1.34M - $1.48M
|
21.8K
$1.4M
|
|