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 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-256- 0.23% |
$14.6K - $16.8K
|
109K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-259- 1.16% |
$14.8K - $17K
|
22.1K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-259- 1.62% |
$14.8K - $17K
|
15.7K
$955K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-272- 1.45% |
$15.6K - $17.9K
|
18.5K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-273- 1.89% |
$15.6K - $18K
|
14.1K
$858K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-275- 10.68% |
$15.7K - $18.1K
|
2.3K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-275- 19.57% |
$15.7K - $18.1K
|
1.13K
$68.6K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-276- 3.68% |
$15.8K - $18.2K
|
7.23K
$439K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-279- 7.17% |
$16K - $18.4K
|
3.61K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-279- 0.8% |
$16K - $18.4K
|
34.6K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-284- 0.12% |
$16.2K - $18.7K
|
234K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-288- 2.28% |
$16.5K - $19K
|
12.4K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-288- 5.17% |
$16.5K - $19K
|
5.28K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 4.11% |
$16.6K - $19.1K
|
6.76K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-290- 0.88% |
$16.6K - $19.1K
|
32.6K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-291- 0.45% |
$16.6K - $19.1K
|
64.3K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-292- 0.11% |
$16.7K - $19.2K
|
277K
$16.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-294- 0.34% |
$16.8K - $19.3K
|
87.2K
$5.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-297- 1.55% |
$17K - $19.5K
|
18.8K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 0.68% |
$17.2K - $19.7K
|
43.6K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-300- 1.79% |
$17.2K - $19.7K
|
16.5K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-302- 1.39% |
$17.3K - $19.9K
|
21.5K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-306- 1.28% |
$17.5K - $20.1K
|
23.6K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-307- 2.58% |
$17.6K - $20.2K
|
11.6K
$703K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-308- 0.94% |
$17.6K - $20.3K
|
32.5K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-309- 0.86% |
$17.7K - $20.3K
|
35.8K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-310- 7.92% |
$17.7K - $20.4K
|
3.61K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-312- 0.37% |
$17.8K - $20.5K
|
83.6K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-313- 3.38% |
$17.9K - $20.6K
|
8.95K
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-314- 0.49% |
$18K - $20.7K
|
63.9K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-317- 2.87% |
$18.1K - $20.9K
|
10.7K
$651K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-324- 0.81% |
$18.5K - $21.3K
|
39.7K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-326- 1.25% |
$18.7K - $21.5K
|
25.7K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-330- 4.53% |
$18.9K - $21.7K
|
6.95K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-332- 1.61% |
$19K - $21.8K
|
20.3K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-333- 0.05% |
$19.1K - $21.9K
|
698K
$42.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-335- 55.46% |
$19.2K - $22K
|
269
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-335- 3.98% |
$19.2K - $22K
|
8.09K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-336- 0.23% |
$19.2K - $22.1K
|
146K
$8.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-338- 8.1% |
$19.3K - $22.2K
|
3.84K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-338- 3.75% |
$19.3K - $22.2K
|
8.67K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-342- 1.23% |
$19.6K - $22.5K
|
27.4K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-343- 1.13% |
$19.6K - $22.6K
|
30.1K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-344- 0.4% |
$19.7K - $22.6K
|
84.7K
$5.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-348- 2.82% |
$19.9K - $22.9K
|
12K
$727K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-350- 1.39% |
$20K - $23K
|
24.9K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-350- 0.85% |
$20K - $23K
|
40.6K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-358- 1.0% |
$20.5K - $23.6K
|
35.5K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 2.32% |
$21.1K - $24.3K
|
15.5K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-370- 0.97% |
$21.2K - $24.3K
|
37.8K
$2.3M
|