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 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
283K+ 135.62% |
$16.2M - $18.6M
|
491K
$29.8M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
263K+ 3156.51% |
$15.1M - $17.3M
|
271K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
248KNew |
$14.2M - $16.3M
|
248K
$15M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
244KNew |
$14M - $16.1M
|
244K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
236K+ 5.48% |
$13.5M - $15.6M
|
4.55M
$276M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
229K+ 2958.68% |
$13.1M - $15.1M
|
237K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
225K+ 17.63% |
$12.9M - $14.8M
|
1.5M
$91.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
217K+ 4.65% |
$12.4M - $14.3M
|
4.88M
$296M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
215K+ 3314.0% |
$12.3M - $14.1M
|
221K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
213K+ 2615.09% |
$12.2M - $14M
|
221K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
195K+ 99.22% |
$11.2M - $12.8M
|
391K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
194K+ 9.48% |
$11.1M - $12.8M
|
2.24M
$136M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
189K+ 3.84% |
$10.8M - $12.4M
|
5.1M
$310M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
182KNew |
$10.4M - $11.9M
|
182K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
170K+ 270.53% |
$9.71M - $11.2M
|
232K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
163K+ 3.81% |
$9.35M - $10.7M
|
4.45M
$270M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
160K+ 2779.11% |
$9.16M - $10.5M
|
166K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
153K+ 52.93% |
$8.76M - $10.1M
|
442K
$26.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
141KNew |
$8.08M - $9.29M
|
141K
$8.58M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
141K+ 9.96% |
$8.06M - $9.27M
|
1.56M
$94.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140K+ 209.54% |
$8.01M - $9.22M
|
207K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
137K+ 30.14% |
$7.82M - $9M
|
590K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
134K+ 17.38% |
$7.64M - $8.79M
|
903K
$54.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
128K+ 2952.82% |
$7.34M - $8.44M
|
133K
$8.05M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
127K+ 10.18% |
$7.27M - $8.36M
|
1.38M
$83.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127K+ 22.58% |
$7.26M - $8.35M
|
689K
$41.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
127K+ 771.62% |
$7.25M - $8.34M
|
143K
$8.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
125KNew |
$7.15M - $8.22M
|
125K
$7.58M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
122KNew |
$7M - $8.05M
|
122K
$7.43M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
119K+ 133.34% |
$6.8M - $7.82M
|
208K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
118K+ 26.53% |
$6.76M - $7.77M
|
563K
$34.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
118KNew |
$6.74M - $7.76M
|
118K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
117K+ 20.63% |
$6.71M - $7.72M
|
686K
$41.6M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
113K+ 3.68% |
$6.47M - $7.44M
|
3.18M
$193M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
106K+ 73.56% |
$6.09M - $7M
|
251K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
103KNew |
$5.87M - $6.75M
|
103K
$6.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
99.7K+ 8.21% |
$5.71M - $6.56M
|
1.32M
$79.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.7K+ 3.8% |
$5.59M - $6.43M
|
2.67M
$162M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
95K+ 38.09% |
$5.44M - $6.25M
|
345K
$20.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
92.9K+ 25.81% |
$5.32M - $6.12M
|
453K
$27.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
89.9K+ 4.28% |
$5.15M - $5.92M
|
2.19M
$133M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
89.1KNew |
$5.1M - $5.86M
|
89.1K
$5.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
84.1K+ 30.31% |
$4.81M - $5.53M
|
361K
$21.9M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
82.7K+ 8.57% |
$4.73M - $5.44M
|
1.05M
$63.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
82.1K+ 7.07% |
$4.7M - $5.4M
|
1.24M
$75.5M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
81.2K+ 1.13% |
$4.65M - $5.34M
|
7.25M
$440M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
79K+ 78.18% |
$4.52M - $5.2M
|
180K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
78.6K+ 8.24% |
$4.5M - $5.17M
|
1.03M
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
78.4K+ 38.91% |
$4.48M - $5.16M
|
280K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
78KNew |
$4.46M - $5.13M
|
78K
$4.74M
|