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 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.85K+ 9.33% |
$106K - $122K
|
21.6K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 1.42% |
$105K - $121K
|
131K
$7.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 39.78% |
$105K - $120K
|
6.42K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 40.76% |
$104K - $119K
|
6.26K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.8K+ 15.36% |
$103K - $119K
|
13.5K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.8K+ 11.93% |
$103K - $118K
|
16.9K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.8K+ 1.55% |
$103K - $118K
|
118K
$7.14M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 13.52% |
$103K - $118K
|
15.1K
$914K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.79K+ 7.52% |
$102K - $118K
|
25.5K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.77K+ 2.17% |
$101K - $116K
|
83.2K
$5.05M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.76K+ 11.36% |
$101K - $116K
|
17.3K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.76K+ 21.15% |
$101K - $116K
|
10.1K
$612K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.76K+ 33.79% |
$101K - $116K
|
6.97K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.75K+ 1.5% |
$100K - $115K
|
119K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.74K+ 19.86% |
$99.7K - $115K
|
10.5K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.74K+ 1.75% |
$99.7K - $115K
|
101K
$6.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.74K+ 6.11% |
$99.4K - $114K
|
30.2K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.73K+ 32.12% |
$99.1K - $114K
|
7.13K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 1.61% |
$99K - $114K
|
109K
$6.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.73K+ 1.99% |
$98.7K - $114K
|
88.3K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.72KNew |
$98.2K - $113K
|
1.72K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.71K+ 8.46% |
$97.7K - $112K
|
21.9K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7K+ 51.08% |
$97.4K - $112K
|
5.03K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.69K+ 0.39% |
$96.9K - $111K
|
438K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.69K+ 42.16% |
$96.8K - $111K
|
5.71K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.68K+ 0.95% |
$95.9K - $110K
|
178K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.67K+ 2.11% |
$95.8K - $110K
|
81.1K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.67K+ 11.43% |
$95.4K - $110K
|
16.3K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.67K+ 8.44% |
$95.3K - $110K
|
21.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.65K+ 3.03% |
$94.4K - $109K
|
56.1K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.64K+ 21.11% |
$93.7K - $108K
|
9.4K
$570K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.63K+ 1.74% |
$93.1K - $107K
|
95.3K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.61K+ 33.5% |
$92.2K - $106K
|
6.42K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.58K+ 10.77% |
$90.2K - $104K
|
16.2K
$985K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 0.88% |
$89.8K - $103K
|
180K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.56K+ 2.22% |
$89.3K - $103K
|
71.8K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.56K+ 2.34% |
$89.2K - $103K
|
68.1K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.56K+ 11.23% |
$89.2K - $103K
|
15.4K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.55K+ 0.29% |
$88.9K - $102K
|
538K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.55K+ 20.09% |
$88.7K - $102K
|
9.27K
$563K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 1.29% |
$87.9K - $101K
|
120K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 5.22% |
$87.8K - $101K
|
30.9K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 21.52% |
$87.5K - $101K
|
8.64K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.52K+ 2.28% |
$87.2K - $100K
|
68.4K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.52K+ 14.5% |
$87K - $100K
|
12K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.51K+ 6.13% |
$86.5K - $99.5K
|
26.2K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5K+ 6.38% |
$85.9K - $98.8K
|
25K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 11.14% |
$85.5K - $98.4K
|
14.9K
$905K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.49K+ 5.62% |
$85K - $97.7K
|
27.9K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.47K+ 17.2% |
$84.3K - $96.9K
|
10K
$609K
|