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 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-531- 4.5% |
$30.4K - $34.9K
|
11.3K
$683K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-538- 5.57% |
$30.8K - $35.4K
|
9.12K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-541- 6.14% |
$31K - $35.6K
|
8.27K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-557- 12.91% |
$31.9K - $36.7K
|
3.76K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-561- 10.75% |
$32.1K - $36.9K
|
4.66K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-569- 0.36% |
$32.6K - $37.4K
|
158K
$9.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 1.17% |
$32.7K - $37.6K
|
48.3K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-573- 1.23% |
$32.8K - $37.7K
|
46.2K
$2.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-574- 4.75% |
$32.8K - $37.8K
|
11.5K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-575- 5.2% |
$32.9K - $37.8K
|
10.5K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-576- 13.03% |
$33K - $37.9K
|
3.85K
$233K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-576- 6.86% |
$33K - $37.9K
|
7.82K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-578- 1.28% |
$33.1K - $38K
|
44.4K
$2.7M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-582- 11.5% |
$33.3K - $38.3K
|
4.48K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-585- 0.89% |
$33.5K - $38.5K
|
65.5K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-593- 2.48% |
$33.9K - $39K
|
23.3K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-605- 6.8% |
$34.6K - $39.8K
|
8.3K
$504K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-625- 10.5% |
$35.8K - $41.1K
|
5.33K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-626- 2.81% |
$35.8K - $41.2K
|
21.6K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-629- 12.88% |
$36K - $41.4K
|
4.26K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-635- 9.44% |
$36.3K - $41.8K
|
6.09K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-640- 1.31% |
$36.6K - $42.1K
|
48.4K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-646- 52.99% |
$37K - $42.5K
|
573
$34.8K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-650- 7.87% |
$37.2K - $42.8K
|
7.61K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-653- 0.82% |
$37.4K - $43K
|
78.6K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-654- 11.52% |
$37.4K - $43K
|
5.02K
$305K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-655- 2.43% |
$37.5K - $43.1K
|
26.4K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-656- 9.11% |
$37.5K - $43.2K
|
6.55K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-661- 4.69% |
$37.8K - $43.5K
|
13.4K
$816K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-661- 6.37% |
$37.8K - $43.5K
|
9.71K
$590K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-665- 5.34% |
$38K - $43.8K
|
11.8K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-665- 8.99% |
$38K - $43.8K
|
6.74K
$409K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-666- 12.81% |
$38.1K - $43.8K
|
4.54K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-678- 3.64% |
$38.8K - $44.6K
|
17.9K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-681- 7.53% |
$39K - $44.8K
|
8.36K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-683- 5.69% |
$39.1K - $44.9K
|
11.3K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-689- 8.35% |
$39.4K - $45.3K
|
7.56K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-690- 3.64% |
$39.5K - $45.4K
|
18.3K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-695- 7.93% |
$39.8K - $45.7K
|
8.07K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-699- 2.22% |
$40K - $46K
|
30.8K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-699- 1.17% |
$40K - $46K
|
59.1K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-712- 12.27% |
$40.7K - $46.8K
|
5.09K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-714- 2.62% |
$40.8K - $47K
|
26.5K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-715- 3.18% |
$40.9K - $47K
|
21.7K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-715- 1.42% |
$40.9K - $47K
|
49.8K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-719- 16.54% |
$41.1K - $47.3K
|
3.63K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-721- 6.27% |
$41.2K - $47.4K
|
10.8K
$654K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-728- 0.79% |
$41.6K - $47.9K
|
91.3K
$5.54M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-730- 15.38% |
$41.8K - $48K
|
4.02K
$244K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-731- 1.07% |
$41.8K - $48.1K
|
67.8K
$4.11M
|