Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
946K+ 56.79% |
$48.4M - $58.7M
|
2.61M
$168M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
860KNew |
$44M - $53.4M
|
860K
$55.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
510KNew |
$26.1M - $31.6M
|
510K
$32.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
411KNew |
$21M - $25.5M
|
411K
$26.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
408K+ 461.02% |
$20.9M - $25.3M
|
496K
$31.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
343KNew |
$17.5M - $21.3M
|
343K
$22.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
199K+ 101.1% |
$10.2M - $12.4M
|
396K
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
182K+ 194.29% |
$9.31M - $11.3M
|
276K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
171K+ 144.55% |
$8.74M - $10.6M
|
289K
$18.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
158K+ 4.55% |
$8.09M - $9.8M
|
3.63M
$234M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
155K+ 2.96% |
$7.93M - $9.62M
|
5.4M
$348M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
146KNew |
$7.49M - $9.08M
|
146K
$9.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
142K+ 2282.03% |
$7.24M - $8.78M
|
148K
$9.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
134K+ 8.41% |
$6.86M - $8.32M
|
1.73M
$111M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
120K+ 31.76% |
$6.15M - $7.46M
|
499K
$32.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
117K+ 208.47% |
$5.98M - $7.26M
|
173K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
116K+ 17.79% |
$5.96M - $7.22M
|
771K
$49.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
114K+ 104.75% |
$5.83M - $7.07M
|
223K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
113K+ 2.22% |
$5.8M - $7.04M
|
5.21M
$335M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
91.8K+ 13.42% |
$4.7M - $5.69M
|
776K
$50M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
74.6K+ 13.48% |
$3.81M - $4.62M
|
628K
$40.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
72.3K+ 239.81% |
$3.7M - $4.48M
|
102K
$6.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71K+ 13.81% |
$3.63M - $4.4M
|
585K
$37.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
70.6K+ 11.06% |
$3.61M - $4.38M
|
709K
$45.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
66.1K+ 5.02% |
$3.38M - $4.1M
|
1.38M
$88.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
62.8KNew |
$3.21M - $3.9M
|
62.8K
$4.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
59.9K+ 17.24% |
$3.07M - $3.72M
|
407K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
58.1K+ 67.0% |
$2.97M - $3.61M
|
145K
$9.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
57.2K+ 112.0% |
$2.93M - $3.55M
|
108K
$6.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57.2K+ 9.05% |
$2.92M - $3.54M
|
689K
$44.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
55.8K+ 5.33% |
$2.85M - $3.46M
|
1.1M
$70.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
50.7K+ 30.62% |
$2.59M - $3.14M
|
216K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
50.5K+ 3.08% |
$2.58M - $3.13M
|
1.69M
$109M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
49.7K+ 6.95% |
$2.54M - $3.08M
|
765K
$49.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
49.3K+ 44.3% |
$2.52M - $3.06M
|
161K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
47.2K+ 6.11% |
$2.42M - $2.93M
|
821K
$52.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46.6K+ 4.12% |
$2.38M - $2.89M
|
1.18M
$75.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
46.5KNew |
$2.38M - $2.89M
|
46.5K
$2.99M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
45.9K+ 245.63% |
$2.35M - $2.85M
|
64.6K
$4.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
45.6K+ 50.81% |
$2.33M - $2.83M
|
135K
$8.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.6K+ 22.84% |
$2.28M - $2.77M
|
240K
$15.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
44.3K+ 117.81% |
$2.26M - $2.75M
|
81.8K
$5.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
43.6K+ 3.24% |
$2.23M - $2.7M
|
1.39M
$89.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
43.2K+ 25.02% |
$2.21M - $2.68M
|
216K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.1K+ 6.25% |
$2.2M - $2.67M
|
732K
$47.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
42.9K+ 61.32% |
$2.2M - $2.66M
|
113K
$7.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38.7K+ 3.98% |
$1.98M - $2.4M
|
1.01M
$65.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.3K+ 15.07% |
$1.91M - $2.32M
|
285K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34.5K+ 3.04% |
$1.76M - $2.14M
|
1.17M
$75.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
33.5K+ 12.56% |
$1.72M - $2.08M
|
300K
$19.3M
|