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
|
Heritage Investors Management Corp
|
BUY
|
- |
805+ 1.16% |
$46.1K - $53K
|
70K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
799+ 6.74% |
$45.7K - $52.6K
|
12.7K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
788+ 0.6% |
$45.1K - $51.9K
|
131K
$7.98M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
763+ 1.13% |
$43.7K - $50.2K
|
68.4K
$4.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
757+ 0.44% |
$43.3K - $49.8K
|
173K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
756+ 2.39% |
$43.3K - $49.7K
|
32.4K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
753+ 16.65% |
$43.1K - $49.5K
|
5.28K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
750New |
$42.9K - $49.4K
|
750
$45.5K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
750+ 7.93% |
$42.9K - $49.4K
|
10.2K
$620K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
743+ 6.36% |
$42.5K - $48.9K
|
12.4K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
743+ 3.89% |
$42.5K - $48.9K
|
19.8K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
730+ 0.64% |
$41.8K - $48K
|
114K
$6.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725New |
$41.5K - $47.7K
|
725
$44K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
717+ 0.45% |
$41K - $47.2K
|
159K
$9.62M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
716+ 5.48% |
$41K - $47.1K
|
13.8K
$837K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
710+ 5.97% |
$40.6K - $46.7K
|
12.6K
$765K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
708+ 17.27% |
$40.5K - $46.6K
|
4.81K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
708+ 4.96% |
$40.5K - $46.6K
|
15K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
703+ 0.53% |
$40.2K - $46.3K
|
134K
$8.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
700+ 4.08% |
$40K - $46.1K
|
17.9K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 14.72% |
$40K - $46.1K
|
5.45K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
698+ 1.07% |
$39.9K - $45.9K
|
66K
$4M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
690+ 1.33% |
$39.5K - $45.4K
|
52.6K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
681+ 6.32% |
$39K - $44.8K
|
11.5K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
679+ 1.57% |
$38.8K - $44.7K
|
43.8K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
669+ 0.27% |
$38.3K - $44K
|
245K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 7.24% |
$38.2K - $44K
|
9.9K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
667+ 0.82% |
$38.2K - $43.9K
|
82.4K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
666+ 5.58% |
$38.1K - $43.8K
|
12.6K
$764K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
663+ 9.02% |
$37.9K - $43.6K
|
8.01K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
660+ 0.35% |
$37.8K - $43.4K
|
191K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
650New |
$37.2K - $42.8K
|
650
$39.5K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
646+ 8.79% |
$37K - $42.5K
|
8K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
644New |
$36.8K - $42.4K
|
644
$39.1K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
635+ 1.5% |
$36.3K - $41.8K
|
42.9K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
630+ 30.42% |
$36K - $41.5K
|
2.7K
$164K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
626+ 1.14% |
$35.8K - $41.2K
|
55.4K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
624+ 0.84% |
$35.7K - $41.1K
|
75K
$4.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
623+ 5.59% |
$35.6K - $41K
|
11.8K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
614+ 0.95% |
$35.1K - $40.4K
|
65.1K
$3.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
604+ 12.3% |
$34.6K - $39.7K
|
5.51K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
600+ 0.56% |
$34.3K - $39.5K
|
107K
$6.5M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
600+ 9.8% |
$34.3K - $39.5K
|
6.72K
$408K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
598+ 0.36% |
$34.2K - $39.3K
|
167K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
588+ 1.04% |
$33.6K - $38.7K
|
57.3K
$3.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
584+ 2.59% |
$33.4K - $38.4K
|
23.1K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
574+ 1.41% |
$32.8K - $37.8K
|
41.1K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
571+ 1.81% |
$32.7K - $37.6K
|
32.2K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
565+ 5.37% |
$32.3K - $37.2K
|
11.1K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562New |
$32.2K - $37K
|
562
$34.1K
|