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 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
10.6K+ 4.49% |
$605K - $696K
|
246K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.6K+ 0.72% |
$605K - $695K
|
1.48M
$89.8M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.6K+ 4.48% |
$604K - $695K
|
246K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
10.4K+ 3.05% |
$598K - $687K
|
353K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.4KNew |
$594K - $683K
|
10.4K
$630K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 1.68% |
$593K - $682K
|
628K
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.3K+ 34.01% |
$589K - $678K
|
40.6K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.2K+ 27.45% |
$585K - $672K
|
47.4K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.1K+ 14.1% |
$581K - $668K
|
82.1K
$4.98M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 2.9% |
$580K - $667K
|
360K
$21.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.1KNew |
$577K - $663K
|
10.1K
$612K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
10.1K+ 5.02% |
$576K - $663K
|
211K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$574K - $660K
|
10K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.88K+ 8.88% |
$565K - $650K
|
121K
$7.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9.82K+ 3.37% |
$562K - $646K
|
301K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9.75KNew |
$558K - $642K
|
9.75K
$592K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.67K+ 3.82% |
$553K - $636K
|
263K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.63K+ 1.75% |
$551K - $634K
|
559K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.61KNew |
$550K - $632K
|
9.61K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.59K+ 3.25% |
$548K - $631K
|
304K
$18.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.5K+ 23.85% |
$543K - $625K
|
49.3K
$2.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.28K+ 14.5% |
$531K - $611K
|
73.3K
$4.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
9.28K+ 7.04% |
$531K - $611K
|
141K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
9.24K+ 123.59% |
$529K - $608K
|
16.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.23K+ 4.14% |
$528K - $608K
|
232K
$14.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.06KNew |
$518K - $596K
|
9.06K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.06K+ 4.44% |
$518K - $596K
|
213K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
9.05K+ 47.53% |
$518K - $595K
|
28.1K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8.97K+ 9.57% |
$513K - $590K
|
103K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
8.97K+ 27.34% |
$513K - $590K
|
41.8K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.95KNew |
$512K - $589K
|
8.95K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.79K+ 7.29% |
$503K - $579K
|
129K
$7.86M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.79KNew |
$503K - $578K
|
8.79K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8.74K+ 21.49% |
$500K - $575K
|
49.4K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.73K+ 1.81% |
$500K - $575K
|
490K
$29.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
8.72K+ 2.77% |
$499K - $574K
|
324K
$19.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.66KNew |
$495K - $570K
|
8.66K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.64K+ 22.21% |
$494K - $568K
|
47.5K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
8.55K+ 15.28% |
$489K - $563K
|
64.5K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8.45K+ 50.67% |
$484K - $556K
|
25.1K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
8.45K+ 4.87% |
$483K - $556K
|
182K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.28K+ 4.03% |
$474K - $545K
|
214K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.12KNew |
$464K - $534K
|
8.12K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.07K+ 1.8% |
$462K - $531K
|
458K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.07K+ 11.44% |
$462K - $531K
|
78.6K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.01K+ 14.36% |
$458K - $527K
|
63.8K
$3.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.97K+ 13.12% |
$456K - $524K
|
68.7K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 11.93% |
$455K - $523K
|
74.6K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.89K+ 6.85% |
$451K - $519K
|
123K
$7.47M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
7.88K+ 5.5% |
$451K - $519K
|
151K
$9.18M
|