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 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.34K+ 8.44% |
$248K - $286K
|
55.8K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.3K+ 57.73% |
$246K - $283K
|
11.7K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.29KNew |
$245K - $282K
|
4.29K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4.27K+ 2.2% |
$244K - $281K
|
199K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.25K+ 13.23% |
$243K - $280K
|
36.4K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.25K+ 4.84% |
$243K - $279K
|
91.9K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
4.24K+ 10.18% |
$243K - $279K
|
45.9K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.24KNew |
$242K - $279K
|
4.24K
$257K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.22K+ 1.11% |
$241K - $278K
|
385K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.18K+ 4.3% |
$239K - $275K
|
101K
$6.16M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.17K+ 27.45% |
$239K - $275K
|
19.4K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.17KNew |
$239K - $275K
|
4.17K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.16K+ 1.75% |
$238K - $274K
|
242K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.15K+ 6.31% |
$238K - $273K
|
70K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.14KNew |
$237K - $272K
|
4.14K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.1K+ 6.31% |
$234K - $269K
|
69K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.07K+ 50.63% |
$233K - $268K
|
12.1K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.06K+ 1.02% |
$232K - $267K
|
402K
$24.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.05K+ 4.5% |
$232K - $266K
|
94.1K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.05K+ 44.35% |
$232K - $266K
|
13.2K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.05K+ 17.01% |
$231K - $266K
|
27.8K
$1.69M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.02K+ 1.15% |
$230K - $265K
|
353K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 42.09% |
$230K - $265K
|
13.6K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.01K+ 1.6% |
$229K - $264K
|
254K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4K+ 20.97% |
$229K - $263K
|
23.1K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4K+ 17.03% |
$229K - $263K
|
27.5K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 10.92% |
$228K - $262K
|
40.5K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$227K - $262K
|
3.98K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
3.97K+ 1.15% |
$227K - $261K
|
348K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$240K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.94KNew |
$225K - $259K
|
3.94K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.92K+ 7.38% |
$224K - $258K
|
57K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.86K+ 2.34% |
$221K - $254K
|
169K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.84KNew |
$220K - $253K
|
3.84K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.83K+ 31.51% |
$219K - $252K
|
16K
$971K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.83K+ 16.81% |
$219K - $252K
|
26.6K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
3.83KNew |
$219K - $252K
|
3.83K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.81K+ 46.76% |
$218K - $251K
|
12K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.79K+ 5.15% |
$217K - $249K
|
77.4K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.76K+ 12.48% |
$215K - $247K
|
33.9K
$2.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.7KNew |
$212K - $243K
|
3.7K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.68K+ 4.41% |
$211K - $242K
|
87.1K
$5.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.68KNew |
$211K - $242K
|
3.68K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.68K+ 5.65% |
$210K - $242K
|
68.7K
$4.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.66K+ 66.19% |
$210K - $241K
|
9.2K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.65K+ 1.02% |
$209K - $240K
|
363K
$22M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.64K+ 25.88% |
$208K - $240K
|
17.7K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.62KNew |
$207K - $238K
|
3.62K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.59K+ 8.6% |
$205K - $236K
|
45.4K
$2.75M
|