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 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-131- 0.29% |
$7.49K - $8.62K
|
44.4K
$2.7M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-135- 2.23% |
$7.72K - $8.88K
|
5.93K
$360K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-137- 1.38% |
$7.84K - $9.01K
|
9.77K
$593K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-137- 0.77% |
$7.84K - $9.01K
|
17.6K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-138- 0.65% |
$7.89K - $9.08K
|
21.2K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-140- 0.5% |
$8.01K - $9.21K
|
28K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-143- 1.04% |
$8.18K - $9.41K
|
13.6K
$824K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-145- 2.01% |
$8.3K - $9.54K
|
7.06K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 0.25% |
$8.58K - $9.87K
|
61K
$3.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-154- 1.26% |
$8.81K - $10.1K
|
12.1K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-156- 1.47% |
$8.92K - $10.3K
|
10.5K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-159- 2.41% |
$9.1K - $10.5K
|
6.43K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-163- 11.5% |
$9.33K - $10.7K
|
1.26K
$76.2K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-164- 0.14% |
$9.38K - $10.8K
|
116K
$7.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-166- 1.27% |
$9.5K - $10.9K
|
12.9K
$783K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-169- 2.05% |
$9.67K - $11.1K
|
8.07K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-175- 2.44% |
$10K - $11.5K
|
6.99K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-176- 4.16% |
$10.1K - $11.6K
|
4.05K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-177- 0.95% |
$10.1K - $11.6K
|
18.5K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-180- 4.95% |
$10.3K - $11.8K
|
3.46K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-185- 1.72% |
$10.6K - $12.2K
|
10.6K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-188- 3.34% |
$10.8K - $12.4K
|
5.44K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-192- 3.77% |
$11K - $12.6K
|
4.9K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-195- 0.76% |
$11.2K - $12.8K
|
25.5K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-199- 1.64% |
$11.4K - $13.1K
|
11.9K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-200- 1.98% |
$11.4K - $13.2K
|
9.89K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200- 2.23% |
$11.4K - $13.2K
|
8.76K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-200- 0.91% |
$11.4K - $13.2K
|
21.8K
$1.33M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-202- 0.1% |
$11.6K - $13.3K
|
204K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-203- 2.11% |
$11.6K - $13.4K
|
9.42K
$572K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-205- 1.7% |
$11.7K - $13.5K
|
11.9K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-207- 2.12% |
$11.8K - $13.6K
|
9.57K
$581K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-207- 1.7% |
$11.8K - $13.6K
|
11.9K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-213- 0.24% |
$12.2K - $14K
|
90.2K
$5.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-214- 1.49% |
$12.2K - $14.1K
|
14.1K
$858K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-216- 1.81% |
$12.4K - $14.2K
|
11.7K
$713K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-226- 3.32% |
$12.9K - $14.9K
|
6.57K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-227- 1.49% |
$13K - $14.9K
|
15K
$913K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-228- 1.06% |
$13K - $15K
|
21.3K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 0.27% |
$13.2K - $15.2K
|
84K
$5.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 10.06% |
$13.4K - $15.5K
|
2.1K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-235- 5.72% |
$13.4K - $15.5K
|
3.87K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-239- 0.38% |
$13.7K - $15.7K
|
63.2K
$3.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-240- 5.65% |
$13.7K - $15.8K
|
4.01K
$243K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-240- 5.1% |
$13.7K - $15.8K
|
4.47K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-242- 1.85% |
$13.8K - $15.9K
|
12.8K
$780K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-249- 1.52% |
$14.2K - $16.4K
|
16.1K
$979K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 3.28% |
$14.3K - $16.5K
|
7.37K
$447K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-252- 1.41% |
$14.4K - $16.6K
|
17.7K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-255- 1.51% |
$14.6K - $16.8K
|
16.6K
$1.01M
|