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 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
140+ 0.4% |
$8.01K - $9.21K
|
34.8K
$2.11M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
140+ 560.0% |
$8.01K - $9.21K
|
165
$10K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
139+ 0.37% |
$7.95K - $9.15K
|
38K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
135+ 21.09% |
$7.72K - $8.88K
|
775
$47.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
134+ 8.42% |
$7.67K - $8.82K
|
1.73K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
130+ 1.05% |
$7.44K - $8.55K
|
12.5K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
130+ 0.07% |
$7.44K - $8.55K
|
190K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
130+ 1.12% |
$7.44K - $8.55K
|
11.8K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
129+ 1.12% |
$7.38K - $8.49K
|
11.6K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
127+ 3.51% |
$7.27K - $8.36K
|
3.75K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
126+ 2.15% |
$7.21K - $8.29K
|
5.99K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 1.69% |
$7.04K - $8.09K
|
7.42K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121+ 0.75% |
$6.92K - $7.96K
|
16.2K
$984K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
119+ 0.82% |
$6.81K - $7.83K
|
14.6K
$884K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
117+ 3.29% |
$6.69K - $7.7K
|
3.67K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
115+ 0.59% |
$6.58K - $7.57K
|
19.6K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
113+ 1.33% |
$6.46K - $7.44K
|
8.58K
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
112+ 0.1% |
$6.41K - $7.37K
|
111K
$6.76M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
111+ 2.3% |
$6.35K - $7.3K
|
4.94K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 2.2% |
$6.35K - $7.3K
|
5.15K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
111+ 0.41% |
$6.35K - $7.3K
|
27.1K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
110+ 2.33% |
$6.29K - $7.24K
|
4.84K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
107+ 0.76% |
$6.12K - $7.04K
|
14.1K
$856K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
107+ 0.52% |
$6.12K - $7.04K
|
20.5K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
107+ 1.75% |
$6.12K - $7.04K
|
6.23K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
101+ 1.65% |
$5.78K - $6.65K
|
6.24K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
98+ 0.26% |
$5.61K - $6.45K
|
37.9K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
94+ 1.69% |
$5.38K - $6.19K
|
5.64K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
94+ 0.28% |
$5.38K - $6.19K
|
34.1K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
94New |
$5.38K - $6.19K
|
94
$5.71K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
93+ 17.25% |
$5.32K - $6.12K
|
632
$38.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
93+ 1.35% |
$5.32K - $6.12K
|
6.98K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
93+ 0.02% |
$5.32K - $6.12K
|
542K
$32.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 1.66% |
$5.26K - $6.05K
|
5.62K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 1.16% |
$4.98K - $5.72K
|
7.62K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
87+ 37.83% |
$4.98K - $5.72K
|
317
$19.2K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
82+ 0.21% |
$4.69K - $5.4K
|
39K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
81+ 0.99% |
$4.63K - $5.33K
|
8.23K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77+ 0.07% |
$4.41K - $5.07K
|
106K
$6.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77+ 1.33% |
$4.41K - $5.07K
|
5.87K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
76+ 0.28% |
$4.35K - $5K
|
27.3K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$90.8K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.4% |
$4.12K - $4.74K
|
5.21K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.23% |
$4.06K - $4.67K
|
5.85K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 16.55% |
$4K - $4.61K
|
493
$29.9K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
70+ 0.57% |
$4K - $4.61K
|
12.4K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
70+ 8.7% |
$4K - $4.61K
|
875
$53.1K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
69+ 0.61% |
$3.95K - $4.54K
|
11.4K
$690K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
67+ 0.38% |
$3.83K - $4.41K
|
17.5K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
66+ 0.58% |
$3.78K - $4.34K
|
11.4K
$692K
|