Purchases and Sales Made in Q1 2025 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
7.93MNew |
$454M - $522M
|
7.93M
$481M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.87M+ 103.5% |
$450M - $518M
|
15.5M
$940M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.65M+ 19.87% |
$323M - $371M
|
34.1M
$2.07B
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.22M+ 106.79% |
$299M - $344M
|
10.1M
$614M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.31M+ 39.67% |
$246M - $283M
|
15.2M
$920M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4M+ 3.08% |
$195M - $224M
|
114M
$6.93B
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.51M+ 104.35% |
$144M - $165M
|
4.92M
$299M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2M+ 5.61% |
$114M - $132M
|
37.6M
$2.28B
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9M+ 72.24% |
$109M - $125M
|
4.53M
$275M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.72M+ 13300.9% |
$98.4M - $113M
|
1.73M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67M+ 2.46% |
$95.5M - $110M
|
69.5M
$4.22B
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.64M+ 81.81% |
$93.9M - $108M
|
3.65M
$221M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.6M+ 7.53% |
$91.7M - $105M
|
22.9M
$1.39B
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.58M+ 6084.07% |
$90.4M - $104M
|
1.61M
$97.5M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.47MNew |
$84.2M - $96.9M
|
1.47M
$89.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.23M+ 79.6% |
$70.5M - $81.1M
|
2.78M
$169M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
927K+ 2.57% |
$53M - $61M
|
36.9M
$2.24B
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
871KNew |
$49.8M - $57.3M
|
871K
$52.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
855K+ 6.66% |
$48.9M - $56.2M
|
13.7M
$830M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
846K+ 10.47% |
$48.4M - $55.7M
|
8.93M
$542M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
846K+ 10.47% |
$48.4M - $55.7M
|
8.93M
$542M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
814KNew |
$46.6M - $53.6M
|
814K
$49.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
814K+ 24.01% |
$46.6M - $53.6M
|
4.21M
$255M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
813K+ 24639.64% |
$46.5M - $53.5M
|
816K
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
775K+ 262.18% |
$44.3M - $51M
|
1.07M
$65M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
767K+ 20.82% |
$43.9M - $50.5M
|
4.45M
$270M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
728KNew |
$41.7M - $47.9M
|
728K
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
714K+ 67.25% |
$40.9M - $47M
|
1.78M
$108M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
699K+ 103.7% |
$40M - $46M
|
1.37M
$83.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
692K+ 7.41% |
$39.6M - $45.5M
|
10M
$609M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
662KNew |
$37.9M - $43.6M
|
662K
$40.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
661K+ 137.45% |
$37.8M - $43.5M
|
1.14M
$69.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
638KNew |
$36.5M - $42M
|
638K
$38.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
595K+ 31.94% |
$34.1M - $39.2M
|
2.46M
$149M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
580K+ 3.33% |
$33.2M - $38.2M
|
18M
$1.09B
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
573K+ 34.71% |
$32.8M - $37.7M
|
2.22M
$135M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
535K+ 13.52% |
$30.6M - $35.2M
|
4.49M
$273M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
524K+ 12883.1% |
$30M - $34.5M
|
528K
$32M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
457K+ 4.26% |
$26.2M - $30.1M
|
11.2M
$679M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 6.32% |
$22.6M - $25.9M
|
6.63M
$403M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
380KNew |
$21.7M - $25M
|
380K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
362K+ 102.37% |
$20.7M - $23.8M
|
715K
$43.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
351K+ 12.14% |
$20.1M - $23.1M
|
3.25M
$197M
|
|
|
May 08, 2025
Q1 2025
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
346KNew |
$19.8M - $22.8M
|
346K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
333K+ 10.59% |
$19M - $21.9M
|
3.47M
$211M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
330K+ 1896.54% |
$18.9M - $21.7M
|
348K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
316K+ 159.64% |
$18.1M - $20.8M
|
514K
$31.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
297KNew |
$17M - $19.5M
|
297K
$18M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
291K+ 100.75% |
$16.7M - $19.2M
|
581K
$35.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
283KNew |
$16.2M - $18.6M
|
283K
$17.2M
|