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 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-66.6K- 2.89% |
$3.81M - $4.38M
|
2.24M
$136M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-69K- 29.73% |
$3.95M - $4.54M
|
163K
$9.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70KClosed |
$4.01M - $4.61M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.4K- 60.44% |
$4.03M - $4.63M
|
46.1K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-72.3K- 72.72% |
$4.14M - $4.76M
|
27.1K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.4K- 75.06% |
$4.26M - $4.9M
|
24.7K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76.3K- 83.58% |
$4.37M - $5.02M
|
15K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.6K- 4.39% |
$4.38M - $5.04M
|
1.67M
$101M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78.8K- 95.76% |
$4.51M - $5.19M
|
3.49K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-79.1K- 3.39% |
$4.53M - $5.21M
|
2.26M
$137M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-79.6K- 49.79% |
$4.55M - $5.23M
|
80.2K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-79.6K- 32.05% |
$4.55M - $5.24M
|
169K
$10.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80.1K- 89.69% |
$4.58M - $5.27M
|
9.21K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-80.5K- 28.11% |
$4.61M - $5.3M
|
206K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-84.3K- 7.71% |
$4.82M - $5.54M
|
1.01M
$61.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-85.6K- 1.73% |
$4.9M - $5.63M
|
4.86M
$295M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-85.7K- 52.11% |
$4.9M - $5.64M
|
78.8K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87.3K- 69.66% |
$4.99M - $5.74M
|
38K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-89.4K- 7.83% |
$5.12M - $5.88M
|
1.05M
$63.9M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-90.3K- 31.1% |
$5.17M - $5.94M
|
200K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-90.9K- 9.47% |
$5.2M - $5.98M
|
868K
$52.7M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92.6K- 70.2% |
$5.3M - $6.1M
|
39.3K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-95.8K- 74.42% |
$5.48M - $6.3M
|
32.9K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-97.2K- 69.4% |
$5.56M - $6.4M
|
42.9K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-103K- 26.01% |
$5.91M - $6.79M
|
294K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-105K- 34.76% |
$5.99M - $6.89M
|
196K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-110K- 88.41% |
$6.31M - $7.25M
|
14.4K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-111K- 32.83% |
$6.32M - $7.27M
|
226K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-111K- 48.11% |
$6.34M - $7.29M
|
120K
$7.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-118K- 24.61% |
$6.77M - $7.78M
|
362K
$22M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119K- 26.6% |
$6.81M - $7.83M
|
328K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-120K- 13.77% |
$6.89M - $7.93M
|
754K
$45.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-122K- 1.32% |
$6.97M - $8.02M
|
9.12M
$554M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-124K- 30.95% |
$7.07M - $8.13M
|
276K
$16.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-135K- 95.6% |
$7.71M - $8.87M
|
6.2K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-138K- 46.78% |
$7.89M - $9.07M
|
157K
$9.52M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-143K- 1.73% |
$8.2M - $9.43M
|
8.14M
$494M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-145K- 86.4% |
$8.27M - $9.51M
|
22.8K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-155K- 12.03% |
$8.84M - $10.2M
|
1.13M
$68.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-175K- 38.4% |
$9.99M - $11.5M
|
280K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-183K- 74.52% |
$10.5M - $12.1M
|
62.6K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-207K- 18.88% |
$11.9M - $13.7M
|
892K
$54.1M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-212K- 14.09% |
$12.1M - $13.9M
|
1.29M
$78.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-213K- 96.34% |
$12.2M - $14M
|
8.1K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-237K- 33.75% |
$13.6M - $15.6M
|
466K
$28.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-253K- 34.76% |
$14.5M - $16.7M
|
475K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-264K- 9.42% |
$15.1M - $17.4M
|
2.54M
$154M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-272K- 51.64% |
$15.6M - $17.9M
|
255K
$15.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-275K- 96.69% |
$15.7M - $18.1M
|
9.4K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-301K- 80.13% |
$17.2M - $19.8M
|
74.8K
$4.54M
|