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 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.23% |
$973 - $1.12K
|
7.28K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$973 - $1.12K
|
6.04K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
17+ 1.35% |
$973 - $1.12K
|
1.28K
$77.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$915 - $1.05K
|
16
$971
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15+ 0.26% |
$858 - $987
|
5.85K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.06% |
$858 - $987
|
26.7K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15+ 0.08% |
$858 - $987
|
18.4K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
15+ 0.25% |
$858 - $987
|
6.09K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.11% |
$858 - $987
|
13.8K
$837K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.07% |
$858 - $987
|
20.2K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.27% |
$744 - $855
|
4.85K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.11% |
$744 - $855
|
11.8K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12+ 0.29% |
$687 - $790
|
4.14K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
12+ 0.13% |
$687 - $790
|
9.1K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
11+ 0.08% |
$629 - $724
|
13.5K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10+ 0.24% |
$572 - $658
|
4.13K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 0.33% |
$572 - $658
|
3.01K
$183K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
10+ 0.29% |
$572 - $658
|
3.44K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.27% |
$572 - $658
|
3.74K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
10+ 0.07% |
$572 - $658
|
13.4K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
10+ 2.1% |
$572 - $658
|
487
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10+ 0.04% |
$572 - $658
|
22.4K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.05% |
$515 - $592
|
16.4K
$998K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.12% |
$515 - $592
|
7.36K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.24% |
$515 - $592
|
3.7K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9+ 0.14% |
$515 - $592
|
6.57K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.26% |
$515 - $592
|
3.5K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 0.22% |
$515 - $592
|
4.08K
$248K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$515 - $592
|
5.26K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.21% |
$458 - $526
|
3.89K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 0.38% |
$458 - $526
|
2.1K
$127K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$458 - $526
|
3.44K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8+ 0.1% |
$458 - $526
|
7.71K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.23% |
$458 - $526
|
3.49K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
7+ 0.13% |
$400 - $461
|
5.26K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7+ 0.05% |
$400 - $461
|
14.6K
$889K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
7+ 0.5% |
$400 - $461
|
1.4K
$85K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7+ 0.17% |
$400 - $461
|
4.15K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
6+ 0.05% |
$343 - $395
|
11.7K
$711K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6+ 0.12% |
$343 - $395
|
4.83K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
6+ 0.11% |
$343 - $395
|
5.43K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.26% |
$343 - $395
|
2.31K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6+ 0.12% |
$343 - $395
|
5.09K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.22% |
$286 - $329
|
2.25K
$137K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.07% |
$229 - $263
|
5.52K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4+ 0.03% |
$229 - $263
|
13.2K
$802K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.09% |
$229 - $263
|
4.56K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.03% |
$229 - $263
|
14.5K
$883K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$229 - $263
|
11K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.15% |
$229 - $263
|
2.62K
$159K
|