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
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.6K+ 226.61% |
$1.06M - $1.22M
|
26.8K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
18.2K+ 18.18% |
$1.04M - $1.2M
|
118K
$6.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 17.94% |
$991K - $1.14M
|
114K
$6.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
17K+ 4.14% |
$975K - $1.12M
|
429K
$23.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
16.6K+ 14922.52% |
$948K - $1.09M
|
16.7K
$915K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16.4K+ 1.35% |
$939K - $1.08M
|
1.23M
$67.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
16.1K+ 4.46% |
$919K - $1.06M
|
376K
$20.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
15.9K+ 6.24% |
$910K - $1.05M
|
271K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15.8K+ 1.9% |
$905K - $1.04M
|
847K
$46.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
15.2K+ 2.2% |
$870K - $1M
|
707K
$38.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15.1K+ 0.96% |
$862K - $991K
|
1.59M
$87.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.8K+ 37.01% |
$789K - $908K
|
51.1K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3K+ 4.51% |
$762K - $877K
|
309K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.9K+ 1.93% |
$740K - $851K
|
684K
$37.5M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 2.98% |
$668K - $768K
|
403K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.6K+ 19.33% |
$661K - $760K
|
71.3K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 72.95% |
$650K - $747K
|
26.9K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
11.2K+ 7.5% |
$638K - $734K
|
160K
$8.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
10.6K+ 4.49% |
$605K - $696K
|
246K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 1.68% |
$593K - $682K
|
628K
$34.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.1K+ 14.1% |
$581K - $668K
|
82.1K
$4.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.5K+ 23.85% |
$543K - $625K
|
49.3K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.28K+ 14.5% |
$531K - $611K
|
73.3K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
9.28K+ 7.04% |
$531K - $611K
|
141K
$7.74M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.06K+ 4.44% |
$518K - $596K
|
213K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8.97K+ 9.57% |
$513K - $590K
|
103K
$5.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.79K+ 7.29% |
$503K - $579K
|
129K
$7.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.73K+ 1.81% |
$500K - $575K
|
490K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
8.72K+ 2.77% |
$499K - $574K
|
324K
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.28K+ 4.03% |
$474K - $545K
|
214K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.12KNew |
$464K - $534K
|
8.12K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.97K+ 13.12% |
$456K - $524K
|
68.7K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.89K+ 6.85% |
$451K - $519K
|
123K
$6.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.69K+ 1.9% |
$440K - $506K
|
412K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
7.61KNew |
$436K - $501K
|
7.61K
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
7.42K+ 4.57% |
$425K - $488K
|
170K
$9.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 3.53% |
$423K - $486K
|
217K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.32K+ 1.31% |
$419K - $482K
|
567K
$31.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.31K+ 24.4% |
$418K - $481K
|
37.3K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
7.14K+ 2.66% |
$408K - $470K
|
276K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.09K+ 0.64% |
$405K - $466K
|
1.11M
$60.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
7K+ 190.27% |
$400K - $461K
|
10.7K
$586K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.85K+ 58.67% |
$392K - $451K
|
18.5K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.69K+ 2.26% |
$383K - $440K
|
303K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.65K+ 24.23% |
$381K - $438K
|
34.1K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$372K - $428K
|
6.51K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.9K+ 1.25% |
$337K - $388K
|
478K
$26.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.89K+ 71.13% |
$337K - $387K
|
14.2K
$777K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.79K+ 16.09% |
$331K - $381K
|
41.8K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67K+ 1.1% |
$324K - $373K
|
522K
$28.6M
|