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 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
43.6K+ 7.01% |
$2.49M - $2.87M
|
665K
$40.4M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6K+ 183.46% |
$2.44M - $2.8M
|
65.8K
$3.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
42.5K+ 84.41% |
$2.43M - $2.8M
|
92.9K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
42.5K+ 13.08% |
$2.43M - $2.8M
|
367K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42KNew |
$2.4M - $2.76M
|
42K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
41.7K+ 6.53% |
$2.39M - $2.75M
|
681K
$41.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
41.5K+ 3.24% |
$2.37M - $2.73M
|
1.32M
$80.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
40.7K+ 16.27% |
$2.33M - $2.68M
|
291K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.2K+ 3.71% |
$2.24M - $2.58M
|
1.1M
$66.5M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
39K+ 1.48% |
$2.23M - $2.56M
|
2.68M
$162M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
38.8K+ 90.39% |
$2.22M - $2.55M
|
81.8K
$4.96M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
38.8K+ 5.14% |
$2.22M - $2.55M
|
794K
$48.2M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
38.7K+ 7.18% |
$2.21M - $2.54M
|
577K
$35M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
38.6K+ 451.21% |
$2.21M - $2.54M
|
47.1K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
38.5K+ 8.08% |
$2.2M - $2.53M
|
514K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
37.9K+ 2.83% |
$2.17M - $2.49M
|
1.38M
$83.5M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
37.7K+ 6.03% |
$2.16M - $2.48M
|
662K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
37.4K+ 913.69% |
$2.14M - $2.46M
|
41.5K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.1KNew |
$2.12M - $2.44M
|
37.1K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
37.1K+ 36.49% |
$2.12M - $2.44M
|
139K
$8.42M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37K+ 16.25% |
$2.12M - $2.43M
|
265K
$16.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
36.2K+ 187.26% |
$2.07M - $2.38M
|
55.5K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
35.9K+ 4.41% |
$2.06M - $2.36M
|
850K
$51.6M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
35.5KNew |
$2.03M - $2.34M
|
35.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
35.5KNew |
$2.03M - $2.34M
|
35.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
34.9K+ 48.93% |
$2M - $2.3M
|
106K
$6.45M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
34.1K+ 4.18% |
$1.95M - $2.24M
|
850K
$51.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.9K+ 3.11% |
$1.94M - $2.23M
|
1.12M
$68.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.4K+ 115141.38% |
$1.91M - $2.2M
|
33.4K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
32.7K+ 1.75% |
$1.87M - $2.15M
|
1.9M
$115M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
32.6K+ 15.29% |
$1.86M - $2.14M
|
246K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32.5K+ 11.43% |
$1.86M - $2.14M
|
317K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
32K+ 4.26% |
$1.83M - $2.1M
|
783K
$47.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
31.8K+ 66.13% |
$1.82M - $2.09M
|
80K
$4.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
31.8K+ 14.81% |
$1.82M - $2.09M
|
246K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
31.3K+ 62582.0% |
$1.79M - $2.06M
|
31.3K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
31.1K+ 100.3% |
$1.78M - $2.05M
|
62.1K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
31K+ 1.27% |
$1.77M - $2.04M
|
2.48M
$151M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
30.9KNew |
$1.77M - $2.03M
|
30.9K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
30.4KNew |
$1.74M - $2M
|
30.4K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.4K+ 25.92% |
$1.74M - $2M
|
148K
$8.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30.3K+ 20.04% |
$1.73M - $1.99M
|
181K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29.9K+ 36.62% |
$1.71M - $1.97M
|
112K
$6.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.8K+ 4.0% |
$1.7M - $1.96M
|
774K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
28.7K+ 91.39% |
$1.64M - $1.89M
|
60.2K
$3.65M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
28.7K+ 1.68% |
$1.64M - $1.89M
|
1.74M
$106M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
28.6K+ 7.39% |
$1.64M - $1.88M
|
416K
$25.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
28.3K+ 28.18% |
$1.62M - $1.86M
|
129K
$7.82M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.1K+ 3.21% |
$1.61M - $1.85M
|
902K
$54.8M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
27.9K+ 43.69% |
$1.6M - $1.84M
|
91.9K
$5.58M
|