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 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.52K+ 2.96% |
$316K - $363K
|
192K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.46K+ 3.21% |
$312K - $359K
|
176K
$9.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.3K+ 1.99% |
$303K - $349K
|
272K
$14.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.24KNew |
$300K - $345K
|
5.24K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.99K+ 3.89% |
$285K - $328K
|
133K
$7.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 3.32% |
$274K - $315K
|
149K
$8.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4.77K+ 2.04% |
$273K - $314K
|
239K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.66K+ 0.68% |
$267K - $307K
|
687K
$37.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.44K+ 21.31% |
$254K - $292K
|
25.3K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
4.43KNew |
$253K - $291K
|
4.43K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.37K+ 3.11% |
$250K - $288K
|
145K
$7.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.25K+ 13.23% |
$243K - $280K
|
36.4K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.18K+ 4.3% |
$239K - $275K
|
101K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.16K+ 1.75% |
$238K - $274K
|
242K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.15K+ 6.31% |
$238K - $273K
|
70K
$3.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.05K+ 17.01% |
$231K - $266K
|
27.8K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4K+ 17.03% |
$229K - $263K
|
27.5K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 10.92% |
$228K - $262K
|
40.5K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$227K - $262K
|
3.98K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.84KNew |
$220K - $253K
|
3.84K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.81K+ 46.76% |
$218K - $251K
|
12K
$656K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.7KNew |
$212K - $243K
|
3.7K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.68K+ 4.41% |
$211K - $242K
|
87.1K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.68K+ 5.65% |
$210K - $242K
|
68.7K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.59K+ 8.6% |
$205K - $236K
|
45.4K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 11.04% |
$201K - $231K
|
35.3K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
3.49K+ 1.18% |
$200K - $230K
|
299K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.44K+ 13.85% |
$197K - $227K
|
28.3K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.41K+ 15.24% |
$195K - $224K
|
25.8K
$1.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3.26K+ 1.17% |
$187K - $215K
|
281K
$15.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.26K+ 1.12% |
$186K - $214K
|
294K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.25K+ 1.67% |
$186K - $214K
|
197K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.23K+ 4.99% |
$185K - $212K
|
67.9K
$3.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.1K+ 47.26% |
$177K - $204K
|
9.67K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.98K+ 2.8% |
$171K - $196K
|
110K
$6.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.95K+ 19.91% |
$168K - $194K
|
17.7K
$973K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 2.68% |
$166K - $191K
|
111K
$6.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.87K+ 16.06% |
$164K - $189K
|
20.8K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.67K+ 2.87% |
$153K - $176K
|
95.9K
$5.26M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.58K+ 1.62% |
$147K - $170K
|
162K
$8.89M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.55K+ 15.76% |
$146K - $168K
|
18.7K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.36K+ 20.33% |
$135K - $155K
|
14K
$765K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.34K+ 11.38% |
$134K - $154K
|
22.9K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 7.65% |
$133K - $153K
|
32.6K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.3K+ 9.69% |
$132K - $151K
|
26K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.29K+ 35.81% |
$131K - $151K
|
8.68K
$476K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.27K+ 13.71% |
$130K - $149K
|
18.8K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.25K+ 13.64% |
$129K - $148K
|
18.8K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.17K+ 2.94% |
$124K - $143K
|
76.1K
$4.17M
|