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
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
630+ 30.42% |
$36K - $41.5K
|
2.7K
$148K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
623+ 5.59% |
$35.6K - $41K
|
11.8K
$645K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
604+ 12.3% |
$34.6K - $39.7K
|
5.51K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
600+ 0.56% |
$34.3K - $39.5K
|
107K
$5.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
574+ 1.41% |
$32.8K - $37.8K
|
41.1K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
525+ 0.61% |
$30K - $34.5K
|
86.8K
$4.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
509+ 0.66% |
$29.1K - $33.5K
|
77.1K
$4.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
502+ 6.77% |
$28.7K - $33K
|
7.92K
$434K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
495+ 1.38% |
$28.3K - $32.6K
|
36.4K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 5.5% |
$28K - $32.2K
|
9.4K
$515K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
470+ 4.73% |
$26.9K - $30.9K
|
10.4K
$571K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
455+ 0.54% |
$26K - $29.9K
|
84.1K
$4.61M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
447+ 1.51% |
$25.6K - $29.4K
|
30.1K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
431+ 12.46% |
$24.7K - $28.4K
|
3.89K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
418+ 10.86% |
$23.9K - $27.5K
|
4.27K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
416+ 1.73% |
$23.8K - $27.4K
|
24.4K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
415+ 31.23% |
$23.7K - $27.3K
|
1.74K
$95.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
386+ 0.2% |
$22.1K - $25.4K
|
192K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
354+ 9.24% |
$20.3K - $23.3K
|
4.18K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
300+ 2.47% |
$17.2K - $19.7K
|
12.4K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
296+ 2.47% |
$16.9K - $19.5K
|
12.3K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
294+ 6.61% |
$16.8K - $19.3K
|
4.74K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
291+ 0.44% |
$16.6K - $19.1K
|
67.1K
$3.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
264+ 2.42% |
$15.1K - $17.4K
|
11.2K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
257+ 0.58% |
$14.7K - $16.9K
|
44.3K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
251+ 0.59% |
$14.4K - $16.5K
|
42.7K
$2.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
231+ 2.65% |
$13.2K - $15.2K
|
8.95K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
198+ 0.45% |
$11.3K - $13K
|
43.8K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
187+ 0.13% |
$10.7K - $12.3K
|
145K
$7.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
180+ 0.99% |
$10.3K - $11.8K
|
18.4K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 2.14% |
$10.3K - $11.8K
|
8.58K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
170+ 2.91% |
$9.73K - $11.2K
|
6.02K
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
160+ 1.24% |
$9.15K - $10.5K
|
13.1K
$718K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
159+ 1.5% |
$9.1K - $10.5K
|
10.8K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
149+ 87.65% |
$8.52K - $9.8K
|
319
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
146+ 1.26% |
$8.35K - $9.61K
|
11.8K
$646K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
144+ 0.13% |
$8.24K - $9.48K
|
107K
$5.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
127+ 3.51% |
$7.27K - $8.36K
|
3.75K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
112+ 0.1% |
$6.41K - $7.37K
|
111K
$6.1M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
111+ 2.3% |
$6.35K - $7.3K
|
4.94K
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
110+ 2.33% |
$6.29K - $7.24K
|
4.84K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
107+ 0.76% |
$6.12K - $7.04K
|
14.1K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
107+ 0.52% |
$6.12K - $7.04K
|
20.5K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
107+ 1.75% |
$6.12K - $7.04K
|
6.23K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
101+ 1.65% |
$5.78K - $6.65K
|
6.24K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
94+ 1.69% |
$5.38K - $6.19K
|
5.64K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 1.66% |
$5.26K - $6.05K
|
5.62K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$82.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.23% |
$4.06K - $4.67K
|
5.85K
$321K
|