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
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 13.14% |
$63.1K - $72.6K
|
9.5K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.1K+ 4.81% |
$62.9K - $72.4K
|
24K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.08K+ 6.04% |
$61.9K - $71.2K
|
19K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.08KNew |
$61.8K - $71.1K
|
1.08K
$65.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.08K+ 7.43% |
$61.5K - $70.7K
|
15.5K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.07K+ 233.77% |
$61.4K - $70.6K
|
1.53K
$93K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.07K+ 17.18% |
$61.3K - $70.5K
|
7.3K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.06K+ 25.3% |
$60.5K - $69.6K
|
5.24K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.05K+ 0.37% |
$60.2K - $69.3K
|
289K
$17.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.05K+ 0.89% |
$59.8K - $68.8K
|
118K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.03K+ 0.4% |
$59.1K - $68K
|
257K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 1.2% |
$58.9K - $67.7K
|
86.8K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.02K+ 2.33% |
$58.2K - $67K
|
44.6K
$2.71M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1K+ 22.46% |
$57.4K - $66.1K
|
5.48K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1K+ 9.16% |
$57.2K - $65.8K
|
11.9K
$723K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
995+ 0.32% |
$56.9K - $65.5K
|
310K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
994+ 77.96% |
$56.9K - $65.4K
|
2.27K
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
988+ 7.8% |
$56.5K - $65K
|
13.7K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
979+ 76.66% |
$56K - $64.4K
|
2.26K
$137K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
976+ 27.06% |
$55.8K - $64.2K
|
4.58K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
972+ 4.93% |
$55.6K - $64K
|
20.7K
$1.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
964+ 0.28% |
$55.2K - $63.4K
|
340K
$20.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
962+ 77.08% |
$55K - $63.3K
|
2.21K
$134K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
954+ 98.25% |
$54.6K - $62.8K
|
1.93K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
950New |
$54.3K - $62.5K
|
950
$57.7K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
950New |
$54.3K - $62.5K
|
950
$57.7K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
946+ 0.91% |
$54.1K - $62.2K
|
105K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
941+ 45.24% |
$53.8K - $61.9K
|
3.02K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
940+ 2.31% |
$53.8K - $61.9K
|
41.7K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
938+ 14.23% |
$53.7K - $61.7K
|
7.53K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
923+ 1.96% |
$52.8K - $60.7K
|
48K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
920+ 13.16% |
$52.6K - $60.5K
|
7.91K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
917+ 12.7% |
$52.5K - $60.3K
|
8.14K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
910+ 0.42% |
$52.1K - $59.9K
|
217K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
909+ 1.81% |
$52K - $59.8K
|
51.1K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
908+ 5.81% |
$51.9K - $59.7K
|
16.5K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
888+ 23.09% |
$50.8K - $58.4K
|
4.73K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
886+ 3.77% |
$50.7K - $58.3K
|
24.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
885+ 6.71% |
$50.6K - $58.2K
|
14.1K
$854K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
880+ 5866.67% |
$50.3K - $57.9K
|
895
$54.3K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
878+ 0.58% |
$50.2K - $57.8K
|
151K
$9.19M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
860+ 22.79% |
$49.2K - $56.6K
|
4.63K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
853+ 65.46% |
$48.8K - $56.1K
|
2.16K
$131K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
850+ 0.69% |
$48.6K - $55.9K
|
123K
$7.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
847+ 1.85% |
$48.5K - $55.7K
|
46.7K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
844+ 68.23% |
$48.3K - $55.5K
|
2.08K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
840New |
$48.1K - $55.3K
|
840
$51K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
831+ 2.44% |
$47.5K - $54.7K
|
34.9K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
818+ 0.64% |
$46.8K - $53.8K
|
129K
$7.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
810+ 2.61% |
$46.3K - $53.3K
|
31.8K
$1.93M
|