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 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.09K- 38.66% |
$291K - $335K
|
8.07K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.1K- 10.54% |
$292K - $335K
|
43.3K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.13K- 77.68% |
$294K - $338K
|
1.48K
$89.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.14K- 21.29% |
$294K - $338K
|
19K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.23K- 5.58% |
$299K - $344K
|
88.4K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.26K- 1.02% |
$301K - $346K
|
509K
$30.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.37K- 0.88% |
$307K - $354K
|
606K
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-5.43K- 5.78% |
$311K - $357K
|
88.6K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.44K- 2.23% |
$311K - $358K
|
238K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.48K- 0.2% |
$313K - $360K
|
2.67M
$162M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.5K- 2.87% |
$314K - $362K
|
186K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 0.81% |
$315K - $362K
|
674K
$40.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.53K- 9.77% |
$316K - $364K
|
51.1K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 15.03% |
$325K - $374K
|
32.1K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.69K- 0.17% |
$326K - $375K
|
3.39M
$206M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.7K- 1.79% |
$326K - $375K
|
312K
$19M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.79K- 13.52% |
$331K - $381K
|
37.1K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.97K- 2.64% |
$342K - $393K
|
220K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6K- 12.3% |
$343K - $395K
|
42.8K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.06K- 12.05% |
$347K - $399K
|
44.2K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6.17K- 14.68% |
$353K - $406K
|
35.9K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-6.18K- 10.34% |
$354K - $407K
|
53.6K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.27K- 0.56% |
$358K - $412K
|
1.11M
$67.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.27K- 6.29% |
$359K - $413K
|
93.5K
$5.68M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.33K- 7.01% |
$362K - $416K
|
83.9K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.37K- 3.45% |
$364K - $419K
|
178K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-6.47K- 8.32% |
$370K - $426K
|
71.3K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-6.5K- 54.17% |
$372K - $428K
|
5.5K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.52K- 18.56% |
$373K - $429K
|
28.6K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.57K- 17.29% |
$376K - $432K
|
31.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.67K- 2.02% |
$382K - $439K
|
323K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.69K- 3.62% |
$383K - $440K
|
178K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.01K- 7.77% |
$401K - $461K
|
83.2K
$5.05M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-7.06K- 96.45% |
$404K - $464K
|
260
$15.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-7.09K- 8.6% |
$406K - $467K
|
75.4K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7.21K- 30.3% |
$412K - $474K
|
16.6K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-7.28K- 2.22% |
$416K - $479K
|
320K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-7.3K- 8.28% |
$417K - $480K
|
80.8K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.31K- 5.54% |
$418K - $481K
|
125K
$7.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.32K- 1.86% |
$419K - $481K
|
386K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.33K- 0.35% |
$419K - $482K
|
2.07M
$126M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.38K- 4.82% |
$422K - $485K
|
146K
$8.84M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-7.47K- 13.77% |
$427K - $492K
|
46.8K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-7.51K- 8.36% |
$429K - $494K
|
82.3K
$5M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.68K- 21.93% |
$439K - $505K
|
27.3K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.76K- 7.85% |
$444K - $511K
|
91.2K
$5.54M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.78K- 68.89% |
$445K - $512K
|
3.51K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.81K- 1.24% |
$447K - $514K
|
621K
$37.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.86K- 1.98% |
$450K - $517K
|
389K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.96K- 5.16% |
$455K - $524K
|
146K
$8.89M
|