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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.5K+ 13.22% |
$1.58M - $1.81M
|
236K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.5KNew |
$1.57M - $1.81M
|
27.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
27.2K+ 74.67% |
$1.56M - $1.79M
|
63.7K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
27.2K+ 8.49% |
$1.55M - $1.79M
|
347K
$21.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
27.2K+ 16.14% |
$1.55M - $1.79M
|
195K
$11.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
26.9K+ 7.73% |
$1.54M - $1.77M
|
375K
$22.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
26.5K+ 20.6% |
$1.52M - $1.74M
|
155K
$9.42M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26.3K+ 2.78% |
$1.51M - $1.73M
|
972K
$59M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.3K+ 18.08% |
$1.5M - $1.73M
|
172K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
26K+ 135.79% |
$1.49M - $1.71M
|
45.1K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
25.7K+ 8.21% |
$1.47M - $1.69M
|
339K
$20.6M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
25.6K+ 39.07% |
$1.47M - $1.69M
|
91.3K
$5.54M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
25.3K+ 3.32% |
$1.45M - $1.66M
|
786K
$47.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
25.3K+ 33.77% |
$1.44M - $1.66M
|
100K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
25.1K+ 6.2% |
$1.43M - $1.65M
|
429K
$26.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
25K+ 278.76% |
$1.43M - $1.65M
|
34K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24.9K+ 18.09% |
$1.43M - $1.64M
|
163K
$9.88M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
24.9K+ 14.31% |
$1.42M - $1.64M
|
199K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
24.5K+ 13.3% |
$1.4M - $1.61M
|
209K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
24.4K+ 26.75% |
$1.4M - $1.6M
|
116K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.1K+ 3.97% |
$1.38M - $1.59M
|
632K
$38.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23.5K+ 3.54% |
$1.35M - $1.55M
|
689K
$41.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23.5K+ 14.32% |
$1.35M - $1.55M
|
188K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.3K+ 8.28% |
$1.33M - $1.53M
|
305K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
23.2K+ 3.01% |
$1.33M - $1.53M
|
795K
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23K+ 0.71% |
$1.32M - $1.52M
|
3.27M
$199M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
23K+ 25.5% |
$1.32M - $1.51M
|
113K
$6.88M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.9K+ 3.49% |
$1.31M - $1.51M
|
679K
$41.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.9K+ 2.37% |
$1.31M - $1.5M
|
986K
$59.9M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
22.9K+ 62.35% |
$1.31M - $1.5M
|
59.5K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22.7K+ 2.06% |
$1.3M - $1.49M
|
1.12M
$68.1M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 67.62% |
$1.29M - $1.48M
|
55.8K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
22.3K+ 25.03% |
$1.28M - $1.47M
|
112K
$6.78M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
22.3K+ 5.41% |
$1.28M - $1.47M
|
435K
$26.4M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
22.1K+ 3.23% |
$1.26M - $1.45M
|
706K
$42.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
22KNew |
$1.26M - $1.45M
|
22K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21.9K+ 8.14% |
$1.25M - $1.44M
|
291K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
21.8K+ 1.93% |
$1.25M - $1.44M
|
1.15M
$69.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 3.44% |
$1.22M - $1.4M
|
642K
$39M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.3K+ 83.84% |
$1.22M - $1.4M
|
46.7K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.2K+ 9.34% |
$1.21M - $1.39M
|
248K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
21K+ 9.08% |
$1.2M - $1.38M
|
253K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20.9K+ 166.36% |
$1.19M - $1.37M
|
33.4K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.8K+ 2.68% |
$1.19M - $1.37M
|
797K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
20.7K+ 422.54% |
$1.19M - $1.36M
|
25.6K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
20.6K+ 4.3% |
$1.18M - $1.36M
|
500K
$30.4M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
20.6K+ 18.18% |
$1.18M - $1.36M
|
134K
$8.13M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20.6K+ 4.26% |
$1.18M - $1.35M
|
504K
$30.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
20.6K+ 2.16% |
$1.18M - $1.35M
|
974K
$59.1M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 13.25% |
$1.16M - $1.34M
|
174K
$10.6M
|