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 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.6K- 25.86% |
$1.52M - $1.75M
|
76.4K
$4.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-27.1K- 61.36% |
$1.55M - $1.79M
|
17.1K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-27.2K- 24.88% |
$1.56M - $1.79M
|
82.1K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-27.5K- 40.48% |
$1.57M - $1.81M
|
40.4K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-28K- 25.55% |
$1.6M - $1.84M
|
81.6K
$4.96M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-28.2K- 3.91% |
$1.61M - $1.85M
|
691K
$42M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.2K- 27.7% |
$1.61M - $1.85M
|
73.6K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-28.2K- 6.68% |
$1.61M - $1.86M
|
394K
$23.9M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-28.6K- 41.68% |
$1.64M - $1.88M
|
40.1K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-28.7K- 7.76% |
$1.64M - $1.89M
|
340K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29K- 4.18% |
$1.66M - $1.91M
|
665K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.4K- 12.22% |
$1.68M - $1.94M
|
211K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.3K- 3.45% |
$1.74M - $2M
|
850K
$51.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30.9K- 7.55% |
$1.77M - $2.03M
|
379K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-31.5K- 13.42% |
$1.8M - $2.07M
|
203K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-32.5K- 78.46% |
$1.86M - $2.14M
|
8.93K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-33.5K- 2.25% |
$1.92M - $2.2M
|
1.45M
$88.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-33.8K- 9.09% |
$1.93M - $2.22M
|
338K
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-35.2K- 11.95% |
$2.01M - $2.32M
|
259K
$15.7M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-36.1K- 59.05% |
$2.07M - $2.38M
|
25.1K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36.7K- 4.77% |
$2.1M - $2.41M
|
733K
$44.5M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-37.4K- 0.87% |
$2.14M - $2.46M
|
4.25M
$258M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.8K- 1.48% |
$2.16M - $2.49M
|
2.52M
$153M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-38.2K- 1.45% |
$2.19M - $2.51M
|
2.6M
$158M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-38.5K- 45.14% |
$2.2M - $2.53M
|
46.8K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-38.6K- 74.13% |
$2.21M - $2.54M
|
13.5K
$819K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 5.27% |
$2.21M - $2.55M
|
696K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-39K- 6.36% |
$2.23M - $2.56M
|
574K
$34.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-39.6K- 16.6% |
$2.26M - $2.6M
|
199K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-40.9K- 60.22% |
$2.34M - $2.69M
|
27K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41.8K- 70.11% |
$2.39M - $2.75M
|
17.8K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-44.5K- 5.34% |
$2.55M - $2.93M
|
789K
$47.9M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-46.4K- 68.2% |
$2.65M - $3.05M
|
21.6K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-46.5K- 63.54% |
$2.66M - $3.06M
|
26.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-47K- 86.09% |
$2.69M - $3.09M
|
7.6K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.1K- 18.66% |
$2.75M - $3.17M
|
210K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49.4K- 50.07% |
$2.82M - $3.25M
|
49.2K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-51K- 30.97% |
$2.92M - $3.35M
|
114K
$6.9M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-51.7K- 22.4% |
$2.96M - $3.4M
|
179K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-53.7K- 33.33% |
$3.07M - $3.53M
|
107K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-54.6K- 2.66% |
$3.12M - $3.59M
|
2M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-55.8K- 8.46% |
$3.19M - $3.67M
|
604K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 37.88% |
$3.23M - $3.71M
|
92.5K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-56.8K- 2.44% |
$3.25M - $3.74M
|
2.27M
$138M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59K- 11.01% |
$3.37M - $3.88M
|
477K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-62.4K- 12.93% |
$3.57M - $4.11M
|
420K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-62.9K- 32.23% |
$3.6M - $4.14M
|
132K
$8.03M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-63.8K- 15.45% |
$3.65M - $4.2M
|
349K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-64.5K- 26.33% |
$3.69M - $4.25M
|
181K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-64.6K- 44.67% |
$3.7M - $4.25M
|
80K
$4.86M
|