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 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-17- 0.09% |
$973 - $1.12K
|
19.7K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.06% |
$1.03K - $1.18K
|
27.8K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-18- 0.07% |
$1.03K - $1.18K
|
26.8K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-19- 0.52% |
$1.09K - $1.25K
|
3.61K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.19% |
$1.14K - $1.32K
|
10.2K
$622K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.41% |
$1.14K - $1.32K
|
4.91K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-20- 0.11% |
$1.14K - $1.32K
|
18.5K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21- 0.18% |
$1.2K - $1.38K
|
11.7K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-22- 0.08% |
$1.26K - $1.45K
|
25.9K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-26- 0.81% |
$1.49K - $1.71K
|
3.19K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.17% |
$1.6K - $1.84K
|
16.7K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29- 0.36% |
$1.66K - $1.91K
|
7.94K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.44% |
$1.72K - $1.97K
|
6.82K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 0.7% |
$2K - $2.3K
|
4.93K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-36- 0.16% |
$2.06K - $2.37K
|
22K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-37- 0.42% |
$2.12K - $2.43K
|
8.86K
$538K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.01% |
$2.12K - $2.43K
|
512K
$31.1M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-39- 8.19% |
$2.23K - $2.57K
|
437
$26.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-40- 0.62% |
$2.29K - $2.63K
|
6.44K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-40- 0.08% |
$2.29K - $2.63K
|
51K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-40- 0.49% |
$2.29K - $2.63K
|
8.06K
$489K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-46- 0.33% |
$2.63K - $3.03K
|
13.9K
$845K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-47- 0.32% |
$2.69K - $3.09K
|
14.7K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-47- 0.56% |
$2.69K - $3.09K
|
8.33K
$506K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-47- 0.21% |
$2.69K - $3.09K
|
22.8K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-48- 0.11% |
$2.75K - $3.16K
|
43.9K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-49- 0.56% |
$2.8K - $3.22K
|
8.75K
$531K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 0.29% |
$2.86K - $3.29K
|
17K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.33% |
$2.86K - $3.29K
|
15.1K
$916K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 0.75% |
$2.86K - $3.29K
|
6.57K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 1.23% |
$2.86K - $3.29K
|
4.01K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-50- 11.06% |
$2.86K - $3.29K
|
402
$24.4K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-50- 0.65% |
$2.86K - $3.29K
|
7.66K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-51- 0.43% |
$2.92K - $3.36K
|
11.7K
$710K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-51- 1.19% |
$2.92K - $3.36K
|
4.22K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 1.11% |
$2.92K - $3.36K
|
4.53K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.59% |
$3.09K - $3.55K
|
9.14K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-56- 0.42% |
$3.2K - $3.68K
|
13.1K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-56- 0.62% |
$3.2K - $3.68K
|
9.04K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 0.49% |
$3.32K - $3.82K
|
11.7K
$708K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-59- 0.57% |
$3.38K - $3.88K
|
10.2K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-60- 0.27% |
$3.43K - $3.95K
|
21.8K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-60- 11.13% |
$3.43K - $3.95K
|
479
$29.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-61- 0.76% |
$3.49K - $4.01K
|
7.95K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-62- 0.55% |
$3.55K - $4.08K
|
11.3K
$686K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-64- 0.44% |
$3.66K - $4.21K
|
14.5K
$878K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-64- 0.89% |
$3.66K - $4.21K
|
7.15K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-65- 0.35% |
$3.72K - $4.28K
|
18.7K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-66- 1.31% |
$3.78K - $4.34K
|
4.98K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-68- 0.42% |
$3.89K - $4.47K
|
16.1K
$978K
|