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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
251+ 0.59% |
$14.4K - $16.5K
|
42.7K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
250+ 4.22% |
$14.3K - $16.5K
|
6.18K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
245New |
$14K - $16.1K
|
245
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
244+ 0.18% |
$14K - $16.1K
|
137K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
240+ 0.74% |
$13.7K - $15.8K
|
32.6K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
236+ 10.6% |
$13.5K - $15.5K
|
2.46K
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
234+ 1.09% |
$13.4K - $15.4K
|
21.7K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
233+ 0.68% |
$13.3K - $15.3K
|
34.4K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
231+ 2.65% |
$13.2K - $15.2K
|
8.95K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
230New |
$13.2K - $15.1K
|
230
$14K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
225+ 1.97% |
$12.9K - $14.8K
|
11.7K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
222+ 17.28% |
$12.7K - $14.6K
|
1.51K
$91.5K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
220+ 4.4% |
$12.6K - $14.5K
|
5.22K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
210+ 46.15% |
$12K - $13.8K
|
665
$40.4K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208+ 6.42% |
$11.9K - $13.7K
|
3.45K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
201+ 1.7% |
$11.5K - $13.2K
|
12.1K
$732K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
200+ 0.68% |
$11.4K - $13.2K
|
29.4K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
200New |
$11.4K - $13.2K
|
200
$12.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
198+ 0.45% |
$11.3K - $13K
|
43.8K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
195+ 2.39% |
$11.2K - $12.8K
|
8.35K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
191+ 1.35% |
$10.9K - $12.6K
|
14.3K
$867K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
191+ 3.58% |
$10.9K - $12.6K
|
5.52K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
190+ 5.07% |
$10.9K - $12.5K
|
3.94K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
188+ 4.29% |
$10.8K - $12.4K
|
4.57K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
187+ 0.13% |
$10.7K - $12.3K
|
145K
$8.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
180+ 0.99% |
$10.3K - $11.8K
|
18.4K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 2.14% |
$10.3K - $11.8K
|
8.58K
$521K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
178New |
$10.2K - $11.7K
|
178
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
170+ 2.91% |
$9.73K - $11.2K
|
6.02K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
169+ 0.26% |
$9.67K - $11.1K
|
66.3K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
167+ 2.97% |
$9.55K - $11K
|
5.79K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
164+ 1.13% |
$9.38K - $10.8K
|
14.7K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
164+ 3.1% |
$9.38K - $10.8K
|
5.45K
$331K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
160+ 1.24% |
$9.15K - $10.5K
|
13.1K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
160+ 1.03% |
$9.15K - $10.5K
|
15.7K
$950K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
160+ 3.44% |
$9.15K - $10.5K
|
4.81K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
159+ 1.5% |
$9.1K - $10.5K
|
10.8K
$655K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
156+ 1.31% |
$8.92K - $10.3K
|
12.1K
$733K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
154+ 0.06% |
$8.81K - $10.1K
|
267K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
154+ 2.01% |
$8.81K - $10.1K
|
7.8K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
154+ 0.22% |
$8.81K - $10.1K
|
71.5K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
151+ 20.21% |
$8.64K - $9.94K
|
898
$54.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
149+ 87.65% |
$8.52K - $9.8K
|
319
$19.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
147+ 3.2% |
$8.41K - $9.67K
|
4.74K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
146+ 1.26% |
$8.35K - $9.61K
|
11.8K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
145+ 0.52% |
$8.3K - $9.54K
|
27.8K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
144+ 0.13% |
$8.24K - $9.48K
|
107K
$6.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
140+ 168.67% |
$8.01K - $9.21K
|
223
$13.5K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
140+ 0.7% |
$8.01K - $9.21K
|
20.2K
$1.22M
|