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 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$2.69M - $2.92M
|
11.2K
$718K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.87KNew |
$1.65M - $1.8M
|
6.87K
$441K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$772K - $840K
|
3.21K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.13K+ 0.69% |
$752K - $818K
|
455K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.34KNew |
$562K - $612K
|
2.34K
$150K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.06K+ 1.52% |
$496K - $540K
|
138K
$8.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.97KNew |
$473K - $515K
|
1.97K
$126K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.8K+ 1139.24% |
$432K - $471K
|
1.96K
$126K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.57KNew |
$378K - $411K
|
1.57K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.25KNew |
$300K - $327K
|
1.25K
$80.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
985New |
$237K - $258K
|
985
$63.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
984New |
$236K - $257K
|
984
$63.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
870New |
$209K - $227K
|
870
$55.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
831New |
$200K - $217K
|
831
$53.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
776New |
$186K - $203K
|
776
$49.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
233+ 1.99% |
$56K - $60.9K
|
12K
$768K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
204+ 0.17% |
$49K - $53.3K
|
124K
$7.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$48K - $52.3K
|
200
$12.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
162New |
$38.9K - $42.4K
|
162
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
68New |
$16.3K - $17.8K
|
68
$4.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
68+ 0.18% |
$16.3K - $17.8K
|
37.8K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
63+ 0.83% |
$15.1K - $16.5K
|
7.68K
$493K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.15% |
$4.56K - $4.97K
|
12.4K
$796K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.18% |
$240 - $261
|
86
$5.52K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.85MNew |
$2.1B - $2.4B
|
8.85M
$568M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
176KNew |
$41.9M - $47.9M
|
176K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
56.5K+ 109.69% |
$13.4M - $15.4M
|
108K
$6.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.5KNew |
$12.9M - $14.8M
|
54.5K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
40KNew |
$9.49M - $10.9M
|
40K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.14KNew |
$270K - $309K
|
1.14K
$73.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
970New |
$230K - $264K
|
970
$62.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
876New |
$208K - $238K
|
876
$56.2K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
809New |
$192K - $220K
|
809
$51.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
399New |
$94.7K - $108K
|
399
$25.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
100+ 0.13% |
$23.7K - $27.2K
|
77.3K
$4.96M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
48New |
$11.4K - $13K
|
48
$3.08K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
38+ 2.85% |
$9.02K - $10.3K
|
1.37K
$88.1K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
23+ 0.29% |
$5.46K - $6.25K
|
7.84K
$503K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.42K - $1.63K
|
1K
$64.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.7KNew |
$703K - $4.04M
|
15.7K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.8KNew |
$528K - $3.03M
|
11.8K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6.62K+ 107.89% |
$296K - $1.7M
|
12.8K
$819K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.47K+ 77.01% |
$245K - $1.41M
|
12.6K
$808K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5K+ 117.66% |
$224K - $1.29M
|
9.26K
$594K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.15KNew |
$186K - $1.07M
|
4.15K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.72K+ 6200.0% |
$166K - $956K
|
3.78K
$243K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.48KNew |
$156K - $895K
|
3.48K
$224K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.2KNew |
$143K - $821K
|
3.2K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$112K - $644K
|
2.5K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.48KNew |
$111K - $637K
|
2.48K
$159K
|
|