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 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
20.2K+ 265.12% |
$1.16M - $1.33M
|
27.9K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
20.1K+ 6.29% |
$1.15M - $1.32M
|
340K
$20.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
20.1K+ 89.23% |
$1.15M - $1.32M
|
42.7K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
20K+ 75.49% |
$1.15M - $1.32M
|
46.6K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.9K+ 13.47% |
$1.14M - $1.31M
|
168K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
19.9K+ 2.72% |
$1.14M - $1.31M
|
751K
$45.6M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19.9K+ 9.8% |
$1.14M - $1.31M
|
223K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19.8K+ 53.06% |
$1.13M - $1.31M
|
57.2K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19.8K+ 52.07% |
$1.13M - $1.3M
|
57.8K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
19.6K+ 98.95% |
$1.12M - $1.29M
|
39.4K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 18.45% |
$1.12M - $1.28M
|
125K
$7.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.5K+ 20.96% |
$1.11M - $1.28M
|
112K
$6.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
19.4K+ 52.18% |
$1.11M - $1.28M
|
56.6K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19.4K+ 5.63% |
$1.11M - $1.27M
|
363K
$22M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
19.3K+ 3.13% |
$1.1M - $1.27M
|
636K
$38.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19.2K+ 6.3% |
$1.1M - $1.27M
|
324K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 205.66% |
$1.08M - $1.24M
|
28K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
18.8K+ 3.49% |
$1.08M - $1.24M
|
559K
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.8K+ 1.5% |
$1.07M - $1.23M
|
1.27M
$77M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.6K+ 226.61% |
$1.06M - $1.22M
|
26.8K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
18.2K+ 5.74% |
$1.04M - $1.2M
|
336K
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
18.2K+ 18.18% |
$1.04M - $1.2M
|
118K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
18.1K+ 199.0% |
$1.04M - $1.19M
|
27.2K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.5K+ 6.24% |
$999K - $1.15M
|
298K
$18.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3K+ 150.65% |
$992K - $1.14M
|
28.8K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
17.3K+ 6.85% |
$991K - $1.14M
|
270K
$16.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 17.94% |
$991K - $1.14M
|
114K
$6.92M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 2.27% |
$984K - $1.13M
|
773K
$46.9M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
17.1K+ 2.28% |
$976K - $1.12M
|
765K
$46.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
17K+ 4.14% |
$975K - $1.12M
|
429K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17K+ 6.75% |
$973K - $1.12M
|
269K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
16.9KNew |
$966K - $1.11M
|
16.9K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.8K+ 13.82% |
$964K - $1.11M
|
139K
$8.42M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16.8K+ 0.66% |
$963K - $1.11M
|
2.56M
$155M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.7K+ 2.13% |
$958K - $1.1M
|
801K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16.6K+ 14.57% |
$950K - $1.09M
|
131K
$7.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
16.6K+ 14922.52% |
$948K - $1.09M
|
16.7K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16.4K+ 1.35% |
$939K - $1.08M
|
1.23M
$74.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
16.2K+ 19.4% |
$929K - $1.07M
|
99.9K
$6.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
16.1K+ 4.46% |
$919K - $1.06M
|
376K
$22.8M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
15.9K+ 7.51% |
$911K - $1.05M
|
228K
$13.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
15.9K+ 6.24% |
$910K - $1.05M
|
271K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.9K+ 3.86% |
$908K - $1.04M
|
427K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15.8K+ 1.9% |
$905K - $1.04M
|
847K
$51.4M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
15.8K+ 173.63% |
$904K - $1.04M
|
24.9K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
15.7K+ 4.52% |
$897K - $1.03M
|
362K
$22M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 3.33% |
$894K - $1.03M
|
485K
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15.6K+ 7.83% |
$891K - $1.03M
|
215K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5K+ 2.72% |
$889K - $1.02M
|
586K
$35.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 47.21% |
$879K - $1.01M
|
47.9K
$2.91M
|