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 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.14K- 21.29% |
$294K - $338K
|
19K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.37K- 0.88% |
$307K - $354K
|
606K
$33.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.44K- 2.23% |
$311K - $358K
|
238K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.79K- 13.52% |
$331K - $381K
|
37.1K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6.17K- 14.68% |
$353K - $406K
|
35.9K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-6.18K- 10.34% |
$354K - $407K
|
53.6K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.27K- 6.29% |
$359K - $413K
|
93.5K
$5.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-6.47K- 8.32% |
$370K - $426K
|
71.3K
$3.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.01K- 7.77% |
$401K - $461K
|
83.2K
$4.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7.21K- 30.3% |
$412K - $474K
|
16.6K
$910K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.68K- 21.93% |
$439K - $505K
|
27.3K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.76K- 7.85% |
$444K - $511K
|
91.2K
$5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.23K- 6.84% |
$471K - $541K
|
112K
$6.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-8.47K- 4.61% |
$485K - $557K
|
175K
$9.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 58.41% |
$497K - $571K
|
6.18K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.4K- 8.55% |
$538K - $618K
|
100K
$5.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.3K- 4.36% |
$591K - $679K
|
226K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.4K- 7.12% |
$598K - $688K
|
136K
$7.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10.5K- 2.02% |
$601K - $692K
|
510K
$28M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.7K- 34.05% |
$609K - $701K
|
20.6K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-11K- 10.34% |
$631K - $725K
|
95.5K
$5.24M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11K- 72.51% |
$632K - $727K
|
4.19K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-12.3K- 13.46% |
$703K - $808K
|
79K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-12.4K- 13.8% |
$709K - $815K
|
77.4K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 9.96% |
$795K - $914K
|
126K
$6.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-15K- 62.9% |
$856K - $984K
|
8.82K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16.6K- 9.95% |
$950K - $1.09M
|
150K
$8.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-18.1K- 10.23% |
$1.04M - $1.19M
|
159K
$8.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26K- 15.03% |
$1.49M - $1.71M
|
147K
$8.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-26.3K- 12.17% |
$1.5M - $1.73M
|
190K
$10.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.5K- 3.1% |
$1.51M - $1.74M
|
828K
$45.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-27.1K- 61.36% |
$1.55M - $1.79M
|
17.1K
$938K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-28.2K- 3.91% |
$1.61M - $1.85M
|
691K
$37.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-28.2K- 6.68% |
$1.61M - $1.86M
|
394K
$21.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-28.7K- 7.76% |
$1.64M - $1.89M
|
340K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-32.5K- 78.46% |
$1.86M - $2.14M
|
8.93K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-36.1K- 59.05% |
$2.07M - $2.38M
|
25.1K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-38.5K- 45.14% |
$2.2M - $2.53M
|
46.8K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-46.5K- 63.54% |
$2.66M - $3.06M
|
26.7K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-51K- 30.97% |
$2.92M - $3.35M
|
114K
$6.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76.3K- 83.58% |
$4.37M - $5.02M
|
15K
$823K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.6K- 4.39% |
$4.38M - $5.04M
|
1.67M
$91.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78.8K- 95.76% |
$4.51M - $5.19M
|
3.49K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-79.1K- 3.39% |
$4.53M - $5.21M
|
2.26M
$124M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80.1K- 89.69% |
$4.58M - $5.27M
|
9.21K
$505K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-85.6K- 1.73% |
$4.9M - $5.63M
|
4.86M
$267M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-90.9K- 9.47% |
$5.2M - $5.98M
|
868K
$47.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-95.8K- 74.42% |
$5.48M - $6.3M
|
32.9K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-110K- 88.41% |
$6.31M - $7.25M
|
14.4K
$792K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-111K- 48.11% |
$6.34M - $7.29M
|
120K
$6.56M
|