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 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-68- 0.98% |
$3.89K - $4.47K
|
6.86K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-69- 0.58% |
$3.95K - $4.54K
|
11.7K
$713K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-71- 0.29% |
$4.06K - $4.67K
|
24.7K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.58% |
$4.12K - $4.74K
|
12.3K
$750K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-73- 1.27% |
$4.18K - $4.8K
|
5.68K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-73- 0.29% |
$4.18K - $4.8K
|
25.4K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-73- 0.7% |
$4.18K - $4.8K
|
10.3K
$625K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-74- 0.41% |
$4.23K - $4.87K
|
18.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-74- 0.06% |
$4.23K - $4.87K
|
121K
$7.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-75- 0.1% |
$4.29K - $4.94K
|
76.7K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-75- 0.76% |
$4.29K - $4.94K
|
9.85K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-78- 2.19% |
$4.46K - $5.13K
|
3.49K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-79- 2.01% |
$4.52K - $5.2K
|
3.84K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-80- 0.43% |
$4.58K - $5.26K
|
18.6K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 3.29% |
$4.58K - $5.26K
|
2.35K
$143K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-80- 1.19% |
$4.58K - $5.26K
|
6.63K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 1.4% |
$4.86K - $5.59K
|
6K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-85- 1.91% |
$4.86K - $5.59K
|
4.36K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-86- 0.29% |
$4.92K - $5.66K
|
30K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-86- 0.47% |
$4.92K - $5.66K
|
18.2K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-87- 1.31% |
$4.98K - $5.72K
|
6.55K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-87- 2.01% |
$4.98K - $5.72K
|
4.25K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-89- 0.27% |
$5.09K - $5.86K
|
32.3K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-90- 2.48% |
$5.15K - $5.92K
|
3.54K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-92- 1.17% |
$5.26K - $6.05K
|
7.78K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-93- 1.34% |
$5.32K - $6.12K
|
6.83K
$415K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-94- 0.8% |
$5.38K - $6.19K
|
11.6K
$706K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-95- 1.04% |
$5.43K - $6.25K
|
9.05K
$549K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-100- 0.94% |
$5.72K - $6.58K
|
10.5K
$638K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 0.31% |
$5.72K - $6.58K
|
32.4K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 36.36% |
$5.72K - $6.58K
|
175
$10.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 7.01% |
$5.72K - $6.58K
|
1.33K
$80.6K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-100- 1.1% |
$5.72K - $6.58K
|
8.96K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-101- 0.46% |
$5.78K - $6.65K
|
22K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-106- 1.62% |
$6.06K - $6.97K
|
6.46K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-108- 0.16% |
$6.18K - $7.11K
|
67.2K
$4.08M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-110- 1.08% |
$6.29K - $7.24K
|
10.1K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-111- 0.08% |
$6.35K - $7.3K
|
132K
$8.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-114- 0.74% |
$6.52K - $7.5K
|
15.4K
$933K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-114- 0.46% |
$6.52K - $7.5K
|
24.4K
$1.48M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-115- 0.41% |
$6.58K - $7.57K
|
27.8K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-116- 2.79% |
$6.64K - $7.63K
|
4.05K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-118- 2.6% |
$6.75K - $7.76K
|
4.42K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-121- 0.32% |
$6.92K - $7.96K
|
38.2K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-122- 0.01% |
$6.98K - $8.03K
|
866K
$52.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-123- 2.76% |
$7.04K - $8.09K
|
4.33K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-126- 0.75% |
$7.21K - $8.29K
|
16.8K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-130- 2.23% |
$7.44K - $8.55K
|
5.71K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-131- 2.05% |
$7.49K - $8.62K
|
6.25K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-131- 0.78% |
$7.49K - $8.62K
|
16.6K
$1.01M
|