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 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.21K- 7.29% |
$127K - $146K
|
28.1K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.23K- 0.56% |
$128K - $147K
|
398K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.23K- 2.46% |
$128K - $147K
|
88.4K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2.24K- 24.74% |
$128K - $147K
|
6.82K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-2.26K- 3.34% |
$129K - $149K
|
65.4K
$3.97M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.28K- 5.4% |
$130K - $150K
|
39.9K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.69% |
$132K - $152K
|
83.2K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.3K- 27.92% |
$132K - $152K
|
5.95K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 9.81% |
$133K - $153K
|
21.4K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.35K- 10.07% |
$135K - $155K
|
21K
$1.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.36K- 2.79% |
$135K - $155K
|
82.3K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.37K- 12.54% |
$136K - $156K
|
16.5K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 0.61% |
$137K - $157K
|
387K
$23.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.41K- 5.42% |
$138K - $159K
|
42.1K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.44K- 3.7% |
$139K - $160K
|
63.3K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.44K- 3.45% |
$139K - $160K
|
68.3K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.44K- 4.03% |
$139K - $160K
|
58.1K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.47K- 5.73% |
$142K - $163K
|
40.7K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.48K- 9.05% |
$142K - $163K
|
24.9K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.49K- 2.06% |
$142K - $164K
|
119K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.5K- 2.81% |
$143K - $165K
|
86.5K
$5.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.5K- 6.14% |
$143K - $165K
|
38.3K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.56K- 16.15% |
$147K - $169K
|
13.3K
$808K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.61K- 6.85% |
$149K - $172K
|
35.4K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 3.74% |
$150K - $173K
|
67.6K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.67K- 1.51% |
$153K - $176K
|
174K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.68K- 6.69% |
$153K - $177K
|
37.4K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.7K- 99.89% |
$155K - $178K
|
3
$182
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.71K- 8.42% |
$155K - $178K
|
29.5K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.71K- 4.6% |
$155K - $178K
|
56.2K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.79K- 4.23% |
$159K - $183K
|
63.1K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.81K- 13.02% |
$161K - $185K
|
18.8K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.83K- 22.07% |
$162K - $186K
|
9.98K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-2.89K- 17.56% |
$165K - $190K
|
13.6K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-2.93K- 8.43% |
$168K - $193K
|
31.9K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.95K- 1.72% |
$169K - $194K
|
168K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.96K- 3.47% |
$169K - $195K
|
82.3K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.09K- 1.32% |
$177K - $203K
|
230K
$14M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.17K- 5.03% |
$181K - $208K
|
59.8K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.22K- 1.61% |
$184K - $212K
|
197K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 8.54% |
$187K - $215K
|
35K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.28K- 1.63% |
$187K - $215K
|
198K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.29K- 9.77% |
$188K - $216K
|
30.4K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 25.66% |
$189K - $217K
|
9.57K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.31K- 0.29% |
$189K - $217K
|
1.13M
$68.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.33K- 1.45% |
$190K - $219K
|
226K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.33K- 10.94% |
$191K - $219K
|
27.1K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.33K- 19.01% |
$191K - $219K
|
14.2K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.38K- 1.08% |
$193K - $222K
|
310K
$18.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.46K- 1.12% |
$198K - $227K
|
306K
$18.6M
|