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 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-734- 0.43% |
$42K - $48.3K
|
172K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-736- 30.99% |
$42.1K - $48.4K
|
1.64K
$99.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-751- 6.9% |
$43K - $49.4K
|
10.1K
$615K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-751- 2.2% |
$43K - $49.4K
|
33.3K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-751- 0.85% |
$43K - $49.4K
|
87.9K
$5.33M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-756- 8.62% |
$43.3K - $49.7K
|
8.02K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-762- 15.05% |
$43.6K - $50.1K
|
4.3K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-769- 3.77% |
$44K - $50.6K
|
19.6K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-779- 1.08% |
$44.6K - $51.3K
|
71.6K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-786- 5.05% |
$45K - $51.7K
|
14.8K
$898K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-790- 14.84% |
$45.2K - $52K
|
4.54K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-794- 14.15% |
$45.4K - $52.2K
|
4.82K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-794- 0.68% |
$45.4K - $52.2K
|
117K
$7.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-816- 6.15% |
$46.7K - $53.7K
|
12.5K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-821- 9.35% |
$47K - $54K
|
7.96K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-824- 3.77% |
$47.1K - $54.2K
|
21K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-829- 10.63% |
$47.4K - $54.5K
|
6.97K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-834- 0.88% |
$47.7K - $54.9K
|
94.3K
$5.72M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-835- 3.64% |
$47.8K - $54.9K
|
22.1K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-837- 10.91% |
$47.9K - $55.1K
|
6.84K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-839- 2.07% |
$48K - $55.2K
|
39.8K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-845- 5.34% |
$48.3K - $55.6K
|
15K
$909K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-873- 6.02% |
$49.9K - $57.4K
|
13.6K
$828K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-885- 3.58% |
$50.6K - $58.2K
|
23.8K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-885- 0.71% |
$50.6K - $58.2K
|
124K
$7.54M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-900- 1.18% |
$51.5K - $59.2K
|
75.4K
$4.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-912- 0.26% |
$52.2K - $60K
|
349K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-920- 3.8% |
$52.6K - $60.5K
|
23.3K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-925- 2.45% |
$52.9K - $60.9K
|
36.8K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-936- 0.62% |
$53.5K - $61.6K
|
150K
$9.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-945- 6.76% |
$54.1K - $62.2K
|
13K
$792K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-949- 4.93% |
$54.3K - $62.4K
|
18.3K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-953- 1.33% |
$54.5K - $62.7K
|
70.8K
$4.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-955- 9.23% |
$54.6K - $62.8K
|
9.39K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-960- 0.94% |
$54.9K - $63.2K
|
101K
$6.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-971- 1.34% |
$55.6K - $63.9K
|
71.8K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-975- 8.99% |
$55.8K - $64.2K
|
9.87K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-984- 1.9% |
$56.3K - $64.7K
|
50.8K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-988- 1.7% |
$56.5K - $65K
|
57K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.01K- 4.96% |
$57.6K - $66.3K
|
19.3K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 59.24% |
$57.8K - $66.5K
|
695
$42.2K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.01K- 1.37% |
$57.8K - $66.5K
|
72.8K
$4.42M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 7.0% |
$58.1K - $66.9K
|
13.5K
$819K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.02K- 6.36% |
$58.2K - $67K
|
15K
$910K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.02K- 1.98% |
$58.5K - $67.2K
|
50.5K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.03K- 19.76% |
$59.1K - $68K
|
4.2K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.05K- 8.76% |
$60K - $69K
|
10.9K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.05K- 20.97% |
$60.3K - $69.4K
|
3.97K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.05K- 1.71% |
$60.3K - $69.4K
|
60.6K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-1.07K- 10.59% |
$61.3K - $70.5K
|
9.05K
$550K
|