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 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.17K+ 1.04% |
$124K - $143K
|
211K
$11.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.04K+ 1.77% |
$116K - $134K
|
117K
$6.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.95K+ 2.82% |
$112K - $128K
|
71.3K
$3.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 1.93% |
$110K - $127K
|
102K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 39.78% |
$105K - $120K
|
6.42K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.77K+ 2.17% |
$101K - $116K
|
83.2K
$4.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.74K+ 1.75% |
$99.7K - $115K
|
101K
$5.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.73K+ 32.12% |
$99.1K - $114K
|
7.13K
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7K+ 51.08% |
$97.4K - $112K
|
5.03K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.69K+ 42.16% |
$96.8K - $111K
|
5.71K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.68K+ 0.95% |
$95.9K - $110K
|
178K
$9.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.58K+ 10.77% |
$90.2K - $104K
|
16.2K
$890K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 1.29% |
$87.9K - $101K
|
120K
$6.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.46K+ 3.69% |
$83.6K - $96.2K
|
41K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.45K+ 118.85% |
$83K - $95.4K
|
2.67K
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.44K+ 3.64% |
$82.2K - $94.6K
|
40.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.41K+ 35.01% |
$80.4K - $92.4K
|
5.42K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38K+ 14.22% |
$79K - $90.9K
|
11.1K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.35K+ 3.91% |
$77.3K - $89K
|
35.9K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.32K+ 26.27% |
$75.6K - $87K
|
6.35K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 2.0% |
$72.3K - $83.1K
|
64.4K
$3.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.41% |
$72K - $82.8K
|
38.2K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.22K+ 36.16% |
$69.5K - $79.9K
|
4.58K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2KNew |
$68.7K - $79K
|
1.2K
$65.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 2.67% |
$66.9K - $77K
|
45K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.16K+ 2.68% |
$66.4K - $76.4K
|
44.4K
$2.44M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.13K+ 0.79% |
$64.8K - $74.6K
|
145K
$7.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.11K+ 0.45% |
$63.3K - $72.8K
|
249K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.08K+ 7.43% |
$61.5K - $70.7K
|
15.5K
$853K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
979+ 76.66% |
$56K - $64.4K
|
2.26K
$124K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
964+ 0.28% |
$55.2K - $63.4K
|
340K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
962+ 77.08% |
$55K - $63.3K
|
2.21K
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
923+ 1.96% |
$52.8K - $60.7K
|
48K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
920+ 13.16% |
$52.6K - $60.5K
|
7.91K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
908+ 5.81% |
$51.9K - $59.7K
|
16.5K
$907K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
888+ 23.09% |
$50.8K - $58.4K
|
4.73K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
886+ 3.77% |
$50.7K - $58.3K
|
24.4K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
880+ 5866.67% |
$50.3K - $57.9K
|
895
$49.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
844+ 68.23% |
$48.3K - $55.5K
|
2.08K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
831+ 2.44% |
$47.5K - $54.7K
|
34.9K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
799+ 6.74% |
$45.7K - $52.6K
|
12.7K
$695K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
757+ 0.44% |
$43.3K - $49.8K
|
173K
$9.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
730+ 0.64% |
$41.8K - $48K
|
114K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
708+ 4.96% |
$40.5K - $46.6K
|
15K
$822K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
708+ 17.27% |
$40.5K - $46.6K
|
4.81K
$264K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 14.72% |
$40K - $46.1K
|
5.45K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
700+ 4.08% |
$40K - $46.1K
|
17.9K
$980K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
698+ 1.07% |
$39.9K - $45.9K
|
66K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 7.24% |
$38.2K - $44K
|
9.9K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
666+ 5.58% |
$38.1K - $43.8K
|
12.6K
$691K
|