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 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13K- 1.88% |
$742K - $854K
|
679K
$41.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 35.17% |
$748K - $860K
|
24.1K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.1K- 0.25% |
$748K - $860K
|
5.24M
$318M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 2.5% |
$760K - $874K
|
519K
$31.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.4K- 22.84% |
$764K - $879K
|
45.1K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-13.7K- 17.57% |
$785K - $903K
|
64.4K
$3.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 9.96% |
$795K - $914K
|
126K
$7.63M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-13.9K- 0.48% |
$798K - $918K
|
2.86M
$174M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 10.38% |
$807K - $928K
|
122K
$7.39M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-14.1K- 14.31% |
$808K - $930K
|
84.6K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.5K- 14.96% |
$828K - $952K
|
82.2K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.6K- 5.61% |
$836K - $961K
|
246K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.8K- 47.74% |
$845K - $972K
|
16.2K
$982K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-14.8K- 13.76% |
$850K - $977K
|
93K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-15K- 62.9% |
$856K - $984K
|
8.82K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-15.2K- 42.41% |
$867K - $997K
|
20.6K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 4.9% |
$875K - $1.01M
|
297K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-15.3K- 1.13% |
$877K - $1.01M
|
1.35M
$81.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-15.4K- 5.05% |
$879K - $1.01M
|
289K
$17.5M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-15.9K- 8.45% |
$911K - $1.05M
|
172K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-16.3K- 10.77% |
$933K - $1.07M
|
135K
$8.2M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16.6K- 9.95% |
$950K - $1.09M
|
150K
$9.12M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.8K- 59.24% |
$1.02M - $1.17M
|
12.3K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-18.1K- 10.23% |
$1.04M - $1.19M
|
159K
$9.64M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.1K- 1.83% |
$1.04M - $1.19M
|
974K
$59.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 13.63% |
$1.06M - $1.22M
|
118K
$7.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-19K- 4.36% |
$1.09M - $1.25M
|
418K
$25.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 14.88% |
$1.09M - $1.26M
|
109K
$6.63M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.4K- 5.11% |
$1.11M - $1.27M
|
360K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 4.43% |
$1.11M - $1.27M
|
418K
$25.3M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-20K- 12.77% |
$1.15M - $1.32M
|
137K
$8.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21.5K- 13.44% |
$1.23M - $1.41M
|
138K
$8.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21.7K- 11.19% |
$1.24M - $1.43M
|
173K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-21.8K- 10.82% |
$1.25M - $1.44M
|
180K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-22.5K- 2.1% |
$1.29M - $1.48M
|
1.05M
$63.5M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-22.8K- 7.33% |
$1.3M - $1.5M
|
288K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.8K- 1.92% |
$1.3M - $1.5M
|
1.16M
$70.6M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-22.8K- 7.66% |
$1.3M - $1.5M
|
275K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-23.3K- 2.98% |
$1.33M - $1.53M
|
759K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23.7K- 6.94% |
$1.36M - $1.56M
|
319K
$19.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-24.2K- 3.23% |
$1.39M - $1.59M
|
726K
$44.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-24.5K- 7.14% |
$1.4M - $1.62M
|
319K
$19.4M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-24.6K- 15.45% |
$1.41M - $1.62M
|
135K
$8.19M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-25K- 36.17% |
$1.43M - $1.64M
|
44.1K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25K- 42.66% |
$1.43M - $1.64M
|
33.6K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-25.4K- 23.13% |
$1.45M - $1.67M
|
84.3K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26K- 15.03% |
$1.49M - $1.71M
|
147K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-26.3K- 13.5% |
$1.5M - $1.73M
|
168K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-26.3K- 12.17% |
$1.5M - $1.73M
|
190K
$11.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.5K- 3.1% |
$1.51M - $1.74M
|
828K
$50.2M
|