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 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.48K- 1.76% |
$84.8K - $97.5K
|
82.9K
$5.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 10.07% |
$84.9K - $97.6K
|
13.3K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.48K- 1.61% |
$84.9K - $97.6K
|
90.8K
$5.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.49K- 4.78% |
$85.4K - $98.2K
|
29.7K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.53K- 24.57% |
$87.6K - $101K
|
4.7K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.54K- 5.86% |
$87.8K - $101K
|
24.7K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.56K- 20.42% |
$89.1K - $102K
|
6.07K
$368K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.56K- 8.05% |
$89.2K - $103K
|
17.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.59K- 22.47% |
$90.7K - $104K
|
5.47K
$332K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.59K- 2.45% |
$91K - $105K
|
63.4K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.6K- 15.53% |
$91.4K - $105K
|
8.69K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 4.15% |
$92.9K - $107K
|
37.5K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.64K- 3.13% |
$93.8K - $108K
|
50.7K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.64K- 5.37% |
$93.9K - $108K
|
29K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.64K- 15.22% |
$94K - $108K
|
9.15K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.65K- 9.56% |
$94.4K - $109K
|
15.6K
$948K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.66K- 16.73% |
$94.7K - $109K
|
8.24K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 3.72% |
$95.9K - $110K
|
43.4K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.69K- 17.95% |
$96.9K - $111K
|
7.74K
$470K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.7K- 1.24% |
$97.3K - $112K
|
136K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.72K- 30.17% |
$98.1K - $113K
|
3.97K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 1.98% |
$98.2K - $113K
|
85K
$5.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.72K- 7.5% |
$98.2K - $113K
|
21.2K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.72K- 4.53% |
$98.2K - $113K
|
36.2K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.73K- 6.19% |
$98.7K - $114K
|
26.1K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.74K- 6.97% |
$99.5K - $114K
|
23.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.76K- 6.3% |
$101K - $116K
|
26.2K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.8K- 9.71% |
$103K - $119K
|
16.8K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.81K- 0.91% |
$103K - $119K
|
198K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.81K- 3.52% |
$104K - $119K
|
49.6K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-1.82K- 8.54% |
$104K - $120K
|
19.5K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.84K- 7.56% |
$105K - $121K
|
22.5K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.85K- 14.96% |
$106K - $121K
|
10.5K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.1% |
$109K - $126K
|
21.6K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.91K- 9.81% |
$109K - $126K
|
17.5K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.93K- 4.9% |
$110K - $127K
|
37.4K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.97K- 24.3% |
$112K - $129K
|
6.12K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 3.21% |
$113K - $130K
|
59.4K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.97K- 3.98% |
$113K - $130K
|
47.6K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.01K- 11.1% |
$115K - $132K
|
16.1K
$974K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 7.25% |
$115K - $132K
|
25.7K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 3.0% |
$116K - $133K
|
65.3K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.03K- 8.47% |
$116K - $134K
|
22K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-2.07K- 2.4% |
$118K - $136K
|
84.2K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.08K- 1.75% |
$119K - $137K
|
117K
$7.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.13K- 3.35% |
$122K - $140K
|
61.3K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.13K- 4.17% |
$122K - $140K
|
49.1K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.13K- 12.16% |
$122K - $140K
|
15.4K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.18K- 17.65% |
$124K - $143K
|
10.1K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.07% |
$125K - $143K
|
202K
$12.2M
|