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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.58M+ 6084.07% |
$90.4M - $104M
|
1.61M
$88.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
846K+ 10.47% |
$48.4M - $55.7M
|
8.93M
$490M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
662KNew |
$37.9M - $43.6M
|
662K
$36.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
330K+ 1896.54% |
$18.9M - $21.7M
|
348K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
229K+ 2958.68% |
$13.1M - $15.1M
|
237K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
215K+ 3314.0% |
$12.3M - $14.1M
|
221K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
160K+ 2779.11% |
$9.16M - $10.5M
|
166K
$9.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
125KNew |
$7.15M - $8.22M
|
125K
$6.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
99.7K+ 8.21% |
$5.71M - $6.56M
|
1.32M
$72.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
92.9K+ 25.81% |
$5.32M - $6.12M
|
453K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
84.1K+ 30.31% |
$4.81M - $5.53M
|
361K
$19.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
79K+ 78.18% |
$4.52M - $5.2M
|
180K
$9.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
77.3K+ 8.75% |
$4.42M - $5.09M
|
961K
$52.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
76.3K+ 1003.83% |
$4.37M - $5.02M
|
83.9K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
74.7K+ 117.59% |
$4.28M - $4.92M
|
138K
$7.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
68.9K+ 43.47% |
$3.94M - $4.53M
|
227K
$12.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
66.5K+ 839.51% |
$3.8M - $4.37M
|
74.4K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.1K+ 50.03% |
$3.73M - $4.29M
|
195K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
61K+ 3.97% |
$3.49M - $4.01M
|
1.6M
$87.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
60.8K+ 176.04% |
$3.48M - $4M
|
95.4K
$5.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
56.4K+ 26.7% |
$3.22M - $3.71M
|
267K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50.9K+ 249.88% |
$2.91M - $3.35M
|
71.3K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.9K+ 3.76% |
$2.74M - $3.15M
|
1.32M
$72.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
46.7K+ 62.86% |
$2.67M - $3.07M
|
121K
$6.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
44.7KNew |
$2.55M - $2.94M
|
44.7K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43.7KNew |
$2.5M - $2.87M
|
43.7K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
42.5K+ 84.41% |
$2.43M - $2.8M
|
92.9K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
40.7K+ 16.27% |
$2.33M - $2.68M
|
291K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.4K+ 115141.38% |
$1.91M - $2.2M
|
33.4K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
32K+ 4.26% |
$1.83M - $2.1M
|
783K
$42.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30.3K+ 20.04% |
$1.73M - $1.99M
|
181K
$9.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.8K+ 4.0% |
$1.7M - $1.96M
|
774K
$42.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.5K+ 13.22% |
$1.58M - $1.81M
|
236K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
27.2K+ 16.14% |
$1.55M - $1.79M
|
195K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
26.9K+ 7.73% |
$1.54M - $1.77M
|
375K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
26.5K+ 20.6% |
$1.52M - $1.74M
|
155K
$8.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
26K+ 135.79% |
$1.49M - $1.71M
|
45.1K
$2.47M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
25.3K+ 3.32% |
$1.45M - $1.66M
|
786K
$43.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
25.3K+ 33.77% |
$1.44M - $1.66M
|
100K
$5.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.3K+ 8.28% |
$1.33M - $1.53M
|
305K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
22KNew |
$1.26M - $1.45M
|
22K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.2K+ 9.34% |
$1.21M - $1.39M
|
248K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
20.6K+ 2.16% |
$1.18M - $1.35M
|
974K
$53.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
20.1K+ 6.29% |
$1.15M - $1.32M
|
340K
$18.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
20.1K+ 89.23% |
$1.15M - $1.32M
|
42.7K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.9K+ 13.47% |
$1.14M - $1.31M
|
168K
$9.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
19.9K+ 2.72% |
$1.14M - $1.31M
|
751K
$41.2M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19.8K+ 52.07% |
$1.13M - $1.3M
|
57.8K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 18.45% |
$1.12M - $1.28M
|
125K
$6.87M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
18.8K+ 3.49% |
$1.08M - $1.24M
|
559K
$30.6M
|