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 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.3K+ 47.06% |
$132K - $151K
|
7.19K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.3K+ 12.23% |
$132K - $151K
|
21.1K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.3K+ 9.69% |
$132K - $151K
|
26K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.29K+ 35.81% |
$131K - $151K
|
8.68K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.28K+ 6.65% |
$131K - $150K
|
36.6K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.28K+ 4.01% |
$131K - $150K
|
59.2K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.27K+ 13.71% |
$130K - $149K
|
18.8K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.27K+ 7.13% |
$130K - $149K
|
34.1K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.25K+ 13.64% |
$129K - $148K
|
18.8K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$129K - $148K
|
2.25K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.23K+ 35.8% |
$128K - $147K
|
8.47K
$514K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.23K+ 8.41% |
$127K - $146K
|
28.7K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 38.76% |
$127K - $146K
|
7.96K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.21K+ 22.7% |
$127K - $146K
|
12K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.21K+ 8.13% |
$126K - $145K
|
29.4K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.21K+ 5.91% |
$126K - $145K
|
39.5K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.2K+ 3.31% |
$126K - $145K
|
68.8K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.18K+ 5.21% |
$125K - $143K
|
44K
$2.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.17K+ 2.94% |
$124K - $143K
|
76.1K
$4.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.17K+ 1.04% |
$124K - $143K
|
211K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.16KNew |
$123K - $142K
|
2.16K
$131K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.14K+ 8.01% |
$123K - $141K
|
28.9K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.14K+ 6.7% |
$122K - $141K
|
34.1K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.13K+ 12.6% |
$122K - $140K
|
19.1K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.13K+ 3.22% |
$122K - $140K
|
68K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.13KNew |
$122K - $140K
|
2.13K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.12K+ 1.33% |
$121K - $139K
|
161K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.11K+ 2.01% |
$121K - $139K
|
107K
$6.5M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.1K+ 2.22% |
$120K - $138K
|
97K
$5.89M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.1K+ 2.66% |
$120K - $138K
|
81.1K
$4.92M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 4.56% |
$119K - $137K
|
47.7K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
2.05K+ 18.12% |
$117K - $135K
|
13.4K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.05K+ 3.22% |
$117K - $135K
|
65.6K
$3.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.04K+ 1.77% |
$116K - $134K
|
117K
$7.09M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.03K+ 0.66% |
$116K - $134K
|
312K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.03K+ 7.01% |
$116K - $133K
|
30.9K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.02K+ 29.38% |
$115K - $133K
|
8.87K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.01K+ 19.89% |
$115K - $132K
|
12.1K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.98K+ 7.85% |
$113K - $130K
|
27.2K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 24.35% |
$112K - $129K
|
9.97K
$605K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.95K+ 2.82% |
$112K - $128K
|
71.3K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$111K - $128K
|
1.95K
$118K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.35% |
$111K - $127K
|
84.3K
$5.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.93K+ 3.3% |
$110K - $127K
|
60.4K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 1.93% |
$110K - $127K
|
102K
$6.19M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.91K+ 28.21% |
$109K - $125K
|
8.66K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.89K+ 1.47% |
$108K - $124K
|
131K
$7.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 10.44% |
$107K - $124K
|
19.9K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.87K+ 6.65% |
$107K - $123K
|
30K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.87K+ 23.8% |
$107K - $123K
|
9.71K
$589K
|