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 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.58KNew |
$205K - $235K
|
3.58K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.57K+ 2.08% |
$204K - $235K
|
175K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.57KNew |
$204K - $235K
|
3.57K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.54K+ 1.97% |
$202K - $233K
|
183K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.52KNew |
$202K - $232K
|
3.52K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.52K+ 9.71% |
$201K - $232K
|
39.8K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.52K+ 3.12% |
$201K - $231K
|
116K
$7.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 11.04% |
$201K - $231K
|
35.3K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
3.49K+ 1.18% |
$200K - $230K
|
299K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.47K+ 8.98% |
$198K - $228K
|
42.1K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.47KNew |
$198K - $228K
|
3.47K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.44K+ 13.85% |
$197K - $227K
|
28.3K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.44K+ 13.34% |
$197K - $226K
|
29.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.43K+ 28.0% |
$196K - $225K
|
15.7K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.43K+ 55.45% |
$196K - $225K
|
9.6K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.42K+ 1.85% |
$196K - $225K
|
188K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.41K+ 15.24% |
$195K - $224K
|
25.8K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
3.39K+ 6.62% |
$194K - $223K
|
54.6K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.38K+ 15.04% |
$193K - $222K
|
25.8K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.36K+ 1.43% |
$192K - $221K
|
238K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.35K+ 22.43% |
$192K - $220K
|
18.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.35KNew |
$191K - $220K
|
3.35K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.34K+ 4.3% |
$191K - $220K
|
80.9K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.32K+ 1657.5% |
$190K - $218K
|
3.52K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 48.24% |
$189K - $217K
|
10.1K
$615K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.28KNew |
$187K - $215K
|
3.28K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.27K+ 2.13% |
$187K - $215K
|
157K
$9.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3.26K+ 1.17% |
$187K - $215K
|
281K
$17.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.26K+ 1.12% |
$186K - $214K
|
294K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.25K+ 1.67% |
$186K - $214K
|
197K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.23K+ 4.99% |
$185K - $212K
|
67.9K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.22K+ 3.43% |
$184K - $212K
|
97.2K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.2K+ 4.81% |
$183K - $211K
|
69.8K
$4.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.2K+ 4.01% |
$183K - $211K
|
83K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.19K+ 4.31% |
$183K - $210K
|
77.2K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.19K+ 2.49% |
$182K - $210K
|
131K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.18K+ 1.47% |
$182K - $209K
|
220K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.14K+ 17.84% |
$180K - $207K
|
20.8K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.1K+ 47.26% |
$177K - $204K
|
9.67K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 0.74% |
$177K - $204K
|
423K
$25.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.1K+ 7.42% |
$177K - $204K
|
44.8K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.08K+ 2.64% |
$176K - $203K
|
120K
$7.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 2.41% |
$175K - $202K
|
131K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.02KNew |
$173K - $199K
|
3.02K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.99K+ 15.58% |
$171K - $197K
|
22.2K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.98K+ 2.8% |
$171K - $196K
|
110K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.98K+ 32.35% |
$170K - $196K
|
12.2K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.98K+ 29.38% |
$170K - $196K
|
13.1K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95K+ 3.16% |
$169K - $194K
|
96.6K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.95K+ 12.59% |
$169K - $194K
|
26.4K
$1.6M
|