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 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
77.3K+ 8.75% |
$4.42M - $5.09M
|
961K
$58.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
76.5K+ 14.59% |
$4.38M - $5.04M
|
601K
$36.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
76.3K+ 1003.83% |
$4.37M - $5.02M
|
83.9K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
75.8K+ 2.46% |
$4.34M - $4.99M
|
3.16M
$192M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
75.4K+ 35.92% |
$4.32M - $4.96M
|
285K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
74.7K+ 117.59% |
$4.28M - $4.92M
|
138K
$8.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
74.1K+ 23.52% |
$4.24M - $4.88M
|
389K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
72.5K+ 24.76% |
$4.14M - $4.77M
|
365K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
71.6K+ 1066.67% |
$4.1M - $4.71M
|
78.3K
$4.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
70.1K+ 83.01% |
$4.01M - $4.61M
|
155K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
69.2KNew |
$3.96M - $4.55M
|
69.2K
$4.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
68.9K+ 43.47% |
$3.94M - $4.53M
|
227K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
68.6K+ 56.51% |
$3.93M - $4.52M
|
190K
$11.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
66.5K+ 839.51% |
$3.8M - $4.37M
|
74.4K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.1K+ 50.03% |
$3.73M - $4.29M
|
195K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64.4K+ 11.66% |
$3.69M - $4.24M
|
617K
$37.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63.4K+ 129.71% |
$3.63M - $4.17M
|
112K
$6.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
62.9K+ 28.78% |
$3.6M - $4.14M
|
281K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
62.8K+ 13.65% |
$3.59M - $4.13M
|
523K
$31.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
61K+ 3.97% |
$3.49M - $4.01M
|
1.6M
$96.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
60.8K+ 176.04% |
$3.48M - $4M
|
95.4K
$5.79M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58.5K+ 1.18% |
$3.35M - $3.85M
|
5M
$304M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
57.8K+ 30.89% |
$3.3M - $3.8M
|
245K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.7K+ 0.77% |
$3.24M - $3.73M
|
7.38M
$448M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
56.4K+ 26.7% |
$3.22M - $3.71M
|
267K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
56.1KNew |
$3.21M - $3.69M
|
56.1K
$3.41M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56K+ 39.3% |
$3.21M - $3.69M
|
199K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
54.1K+ 2.46% |
$3.09M - $3.56M
|
2.25M
$137M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
53.6K+ 3.37% |
$3.06M - $3.52M
|
1.64M
$99.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
51.6K+ 5.4% |
$2.95M - $3.4M
|
1.01M
$61.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.3K+ 2.25% |
$2.93M - $3.37M
|
2.33M
$141M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.1K+ 3.2% |
$2.93M - $3.36M
|
1.65M
$100M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50.9K+ 249.88% |
$2.91M - $3.35M
|
71.3K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
50.7K+ 52.2% |
$2.9M - $3.33M
|
148K
$8.97M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
50.5K+ 3.65% |
$2.89M - $3.32M
|
1.43M
$87M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.1K+ 5.68% |
$2.86M - $3.3M
|
932K
$56.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.2K+ 99.5% |
$2.81M - $3.24M
|
98.6K
$5.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
48.7K+ 39.28% |
$2.79M - $3.2M
|
173K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
48.4K+ 4.06% |
$2.77M - $3.18M
|
1.24M
$75.2M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
48.4K+ 2.61% |
$2.77M - $3.18M
|
1.9M
$115M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.9K+ 3.76% |
$2.74M - $3.15M
|
1.32M
$80.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
47.5K+ 4.59% |
$2.72M - $3.13M
|
1.08M
$65.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
46.7K+ 62.86% |
$2.67M - $3.07M
|
121K
$7.35M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
46.6K+ 2.99% |
$2.67M - $3.07M
|
1.6M
$97.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45.6K+ 7.49% |
$2.61M - $3M
|
655K
$39.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
45.6K+ 30.39% |
$2.61M - $3M
|
196K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
44.7KNew |
$2.55M - $2.94M
|
44.7K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44.5K+ 4781.51% |
$2.54M - $2.93M
|
45.4K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43.7KNew |
$2.5M - $2.87M
|
43.7K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
43.6K+ 13.35% |
$2.5M - $2.87M
|
370K
$22.5M
|