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 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
15.2K+ 2.2% |
$870K - $1M
|
707K
$42.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15.1K+ 0.96% |
$862K - $991K
|
1.59M
$96.6M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14.8K+ 26.08% |
$845K - $971K
|
71.4K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14.4K+ 11.92% |
$822K - $945K
|
135K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.2K+ 21.45% |
$812K - $934K
|
80.4K
$4.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
14K+ 9.24% |
$802K - $923K
|
166K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14K+ 132.01% |
$800K - $920K
|
24.6K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.8K+ 37.01% |
$789K - $908K
|
51.1K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.5K+ 70.55% |
$772K - $887K
|
32.6K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5K+ 7.78% |
$771K - $887K
|
187K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
13.5K+ 0.93% |
$771K - $886K
|
1.46M
$88.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.4K+ 70.12% |
$766K - $881K
|
32.5K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3K+ 4.51% |
$762K - $877K
|
309K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13.3KNew |
$758K - $872K
|
13.3K
$805K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
13.1K+ 6.75% |
$751K - $864K
|
208K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
13KNew |
$746K - $858K
|
13K
$791K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
13K+ 22.23% |
$744K - $855K
|
71.4K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.9K+ 1.93% |
$740K - $851K
|
684K
$41.6M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 107.31% |
$729K - $839K
|
24.6K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12.5K+ 18.97% |
$717K - $825K
|
78.6K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5K+ 8.85% |
$717K - $824K
|
154K
$9.35M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
12.5K+ 301.69% |
$716K - $824K
|
16.7K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12.5K+ 12.98% |
$715K - $823K
|
109K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12.3K+ 2905.66% |
$705K - $811K
|
12.7K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12.3KNew |
$704K - $809K
|
12.3K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12.2KNew |
$698K - $802K
|
12.2K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.2K+ 0.19% |
$698K - $802K
|
6.35M
$385M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2K+ 2.93% |
$697K - $801K
|
428K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
12.2KNew |
$696K - $800K
|
12.2K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
12.1K+ 7.84% |
$692K - $795K
|
166K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12KNew |
$689K - $793K
|
12K
$731K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12K+ 80.01% |
$686K - $789K
|
27K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.9K+ 0.99% |
$680K - $782K
|
1.21M
$73.5M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
11.9KNew |
$678K - $780K
|
11.9K
$720K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
11.8K+ 5.29% |
$672K - $773K
|
234K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 2.98% |
$668K - $768K
|
403K
$24.5M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.6K+ 57.88% |
$664K - $763K
|
31.6K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
11.6K+ 3.38% |
$661K - $761K
|
354K
$21.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.6K+ 19.33% |
$661K - $760K
|
71.3K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.6K+ 11.07% |
$661K - $760K
|
116K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
11.5K+ 1.16% |
$658K - $757K
|
1.01M
$61.1M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
11.5KNew |
$656K - $755K
|
11.5K
$696K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 72.95% |
$650K - $747K
|
26.9K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 10.61% |
$649K - $746K
|
118K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.2K+ 62.82% |
$643K - $740K
|
29.1K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2K+ 8.42% |
$639K - $735K
|
144K
$8.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
11.2K+ 7.5% |
$638K - $734K
|
160K
$9.7M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.2K+ 3.83% |
$638K - $734K
|
302K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
10.9K+ 10.46% |
$625K - $719K
|
115K
$7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 18.27% |
$615K - $708K
|
69.7K
$4.23M
|