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 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.95K+ 19.91% |
$168K - $194K
|
17.7K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 4.19% |
$168K - $194K
|
73.1K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.93K+ 20.26% |
$168K - $193K
|
17.4K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 2.68% |
$166K - $191K
|
111K
$6.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.87K+ 16.06% |
$164K - $189K
|
20.8K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 1.28% |
$162K - $187K
|
224K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.79KNew |
$159K - $183K
|
2.79K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.76K+ 1.48% |
$158K - $182K
|
190K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.76KNew |
$158K - $182K
|
2.76K
$168K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.72K+ 6.36% |
$156K - $179K
|
45.5K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.7K+ 8.14% |
$154K - $177K
|
35.8K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.69K+ 8.56% |
$154K - $177K
|
34.1K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.69K+ 0.58% |
$154K - $177K
|
469K
$28.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.67K+ 2.87% |
$153K - $176K
|
95.9K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.66K+ 1.12% |
$152K - $175K
|
239K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.63K+ 6.99% |
$150K - $173K
|
40.2K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.6K+ 68.42% |
$149K - $171K
|
6.4K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.59K+ 32.84% |
$148K - $171K
|
10.5K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.59K+ 0.55% |
$148K - $170K
|
471K
$28.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.58K+ 1.62% |
$147K - $170K
|
162K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.58K+ 37.76% |
$147K - $169K
|
9.4K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.57K+ 6.67% |
$147K - $169K
|
41.1K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.56K+ 7.51% |
$147K - $169K
|
36.7K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.55K+ 3.59% |
$146K - $168K
|
73.8K
$4.48M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.55K+ 15.76% |
$146K - $168K
|
18.7K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.53K+ 17.29% |
$144K - $166K
|
17.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.53K+ 21.8% |
$144K - $166K
|
14.1K
$856K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.5K+ 1.86% |
$143K - $165K
|
137K
$8.3M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.5K+ 3.25% |
$143K - $164K
|
79.4K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.49K+ 2.81% |
$143K - $164K
|
91K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.49K+ 76.64% |
$142K - $164K
|
5.74K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.49K+ 0.51% |
$142K - $164K
|
494K
$30M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48K+ 4.4% |
$142K - $163K
|
58.8K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.48K+ 8.38% |
$142K - $163K
|
32.1K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.48K+ 1.78% |
$142K - $163K
|
142K
$8.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.46K+ 2.11% |
$141K - $162K
|
119K
$7.2M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.44K+ 3.43% |
$140K - $160K
|
73.5K
$4.46M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 2.22% |
$139K - $160K
|
112K
$6.8M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.42K+ 1.37% |
$139K - $159K
|
179K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.4K+ 4.26% |
$137K - $158K
|
58.7K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.4K+ 3.73% |
$137K - $158K
|
66.6K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.39K+ 10.35% |
$137K - $157K
|
25.5K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.36K+ 20.33% |
$135K - $155K
|
14K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 8.05% |
$135K - $155K
|
31.6K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.36K+ 9.17% |
$135K - $155K
|
28.1K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.34KNew |
$134K - $154K
|
2.34K
$142K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.34K+ 11.38% |
$134K - $154K
|
22.9K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.34K+ 40.71% |
$134K - $154K
|
8.09K
$491K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 7.65% |
$133K - $153K
|
32.6K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.31K+ 5.6% |
$132K - $152K
|
43.6K
$2.64M
|