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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.87K+ 47.76% |
$450K - $518K
|
24.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
7.77K+ 5.32% |
$445K - $511K
|
154K
$9.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7.74K+ 9.45% |
$443K - $509K
|
89.6K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.73K+ 3.47% |
$442K - $509K
|
231K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.69K+ 1.9% |
$440K - $506K
|
412K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.64K+ 4.59% |
$437K - $503K
|
174K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.63K+ 1.01% |
$437K - $502K
|
764K
$46.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
7.61KNew |
$436K - $501K
|
7.61K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7.61K+ 147.13% |
$435K - $501K
|
12.8K
$776K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.52K+ 2.97% |
$430K - $495K
|
260K
$15.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
7.42K+ 4.57% |
$425K - $488K
|
170K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.41K+ 3.31% |
$424K - $487K
|
231K
$14M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 3.53% |
$423K - $486K
|
217K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.39KNew |
$423K - $486K
|
7.39K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.32K+ 1.31% |
$419K - $482K
|
567K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.31K+ 106.2% |
$418K - $481K
|
14.2K
$862K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.31K+ 24.4% |
$418K - $481K
|
37.3K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
7.23K+ 5.58% |
$413K - $475K
|
137K
$8.3M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
7.17K+ 22.31% |
$410K - $472K
|
39.3K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
7.14K+ 2.66% |
$408K - $470K
|
276K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.1K+ 3.36% |
$406K - $467K
|
218K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.09K+ 0.64% |
$405K - $466K
|
1.11M
$67.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.08K+ 4.3% |
$405K - $466K
|
172K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7.03KNew |
$402K - $463K
|
7.03K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
7K+ 190.27% |
$400K - $461K
|
10.7K
$648K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.89K+ 90.82% |
$394K - $453K
|
14.5K
$878K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
6.88K+ 8.0% |
$394K - $453K
|
92.9K
$5.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.85K+ 58.67% |
$392K - $451K
|
18.5K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.72KNew |
$384K - $442K
|
6.72K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.69K+ 2.26% |
$383K - $440K
|
303K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.65K+ 24.23% |
$381K - $438K
|
34.1K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
6.58K+ 2.95% |
$376K - $433K
|
230K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.53K+ 8.03% |
$374K - $430K
|
87.9K
$5.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$372K - $428K
|
6.51K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.51KNew |
$372K - $428K
|
6.51K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.49KNew |
$371K - $427K
|
6.49K
$394K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.44K+ 267.14% |
$368K - $424K
|
8.85K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.42K+ 3.31% |
$367K - $422K
|
200K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.36K+ 45.78% |
$364K - $418K
|
20.2K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.34K+ 68.3% |
$363K - $417K
|
15.6K
$949K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.29K+ 22.12% |
$360K - $414K
|
34.7K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
6.22K+ 2.66% |
$356K - $409K
|
240K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.18K+ 36.55% |
$353K - $406K
|
23.1K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6.15KNew |
$352K - $405K
|
6.15K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
6.14K+ 3.77% |
$351K - $404K
|
169K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6.12K+ 2.63% |
$350K - $403K
|
239K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.98K+ 12.52% |
$342K - $393K
|
53.7K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.9K+ 1.25% |
$337K - $388K
|
478K
$29M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.89K+ 71.13% |
$337K - $387K
|
14.2K
$860K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.79K+ 16.09% |
$331K - $381K
|
41.8K
$2.54M
|