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
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
395+ 4.05% |
$22.6K - $26K
|
10.2K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
395+ 3.51% |
$22.6K - $26K
|
11.7K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
386+ 0.2% |
$22.1K - $25.4K
|
192K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
383+ 2.03% |
$21.9K - $25.2K
|
19.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
380+ 1.92% |
$21.7K - $25K
|
20.2K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
378+ 0.7% |
$21.6K - $24.9K
|
54.6K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
363+ 2.39% |
$20.8K - $23.9K
|
15.6K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
359+ 6.33% |
$20.5K - $23.6K
|
6.03K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
354+ 9.24% |
$20.3K - $23.3K
|
4.18K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
354+ 25.11% |
$20.3K - $23.3K
|
1.76K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
348+ 6.83% |
$19.9K - $22.9K
|
5.44K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
345New |
$19.7K - $22.7K
|
345
$20.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344+ 2.68% |
$19.7K - $22.6K
|
13.2K
$801K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
344+ 2.77% |
$19.7K - $22.6K
|
12.8K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
340+ 4.01% |
$19.5K - $22.4K
|
8.82K
$535K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
330+ 1.09% |
$18.9K - $21.7K
|
30.6K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
327+ 4.96% |
$18.7K - $21.5K
|
6.92K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
321+ 0.62% |
$18.4K - $21.1K
|
51.7K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
316+ 1.82% |
$18.1K - $20.8K
|
17.7K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
314+ 0.33% |
$18K - $20.7K
|
94.8K
$5.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
308+ 4.82% |
$17.6K - $20.3K
|
6.7K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
308+ 1.74% |
$17.6K - $20.3K
|
18K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
304+ 9.7% |
$17.4K - $20K
|
3.44K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
302+ 1.74% |
$17.3K - $19.9K
|
17.6K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
300+ 2.47% |
$17.2K - $19.7K
|
12.4K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
299+ 0.3% |
$17.1K - $19.7K
|
99.2K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
299+ 46.36% |
$17.1K - $19.7K
|
944
$57.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
297+ 2.42% |
$17K - $19.5K
|
12.6K
$764K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
296+ 2.47% |
$16.9K - $19.5K
|
12.3K
$746K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
295+ 0.88% |
$16.9K - $19.4K
|
33.9K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
294+ 6.61% |
$16.8K - $19.3K
|
4.74K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
292+ 1.5% |
$16.7K - $19.2K
|
19.8K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
291+ 0.44% |
$16.6K - $19.1K
|
67.1K
$4.07M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
288New |
$16.5K - $19K
|
288
$17.5K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
286New |
$16.4K - $18.8K
|
286
$17.4K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
285+ 0.42% |
$16.3K - $18.8K
|
68.9K
$4.18M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
285+ 7.19% |
$16.3K - $18.8K
|
4.25K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
284+ 1.94% |
$16.2K - $18.7K
|
14.9K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
276+ 2.11% |
$15.8K - $18.2K
|
13.4K
$811K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
275+ 4.4% |
$15.7K - $18.1K
|
6.53K
$396K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
264+ 2.42% |
$15.1K - $17.4K
|
11.2K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
264+ 2.94% |
$15.1K - $17.4K
|
9.23K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
264+ 1.22% |
$15.1K - $17.4K
|
21.9K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
263+ 3.74% |
$15K - $17.3K
|
7.3K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
262+ 3.85% |
$15K - $17.2K
|
7.08K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
257+ 0.58% |
$14.7K - $16.9K
|
44.3K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
256+ 0.52% |
$14.6K - $16.8K
|
49.2K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
255+ 1.9% |
$14.6K - $16.8K
|
13.7K
$831K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
255+ 4.27% |
$14.6K - $16.8K
|
6.23K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
255+ 1.88% |
$14.6K - $16.8K
|
13.8K
$840K
|