Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
9.44MNew |
$586M - $628M
|
9.44M
$606M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.76M+ 2.3% |
$171M - $183M
|
123M
$7.87B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.43M+ 4.85% |
$151M - $161M
|
52.5M
$3.37B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.76M+ 6.77% |
$109M - $117M
|
27.7M
$1.78B
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7M+ 140.52% |
$105M - $113M
|
2.9M
$186M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.62M+ 238.88% |
$101M - $108M
|
2.3M
$148M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.44M+ 5.37% |
$89.7M - $96.1M
|
28.3M
$1.82B
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
982K+ 17.68% |
$61M - $65.3M
|
6.53M
$419M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
932KNew |
$57.8M - $62M
|
932K
$59.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
828K+ 32.17% |
$51.4M - $55.1M
|
3.4M
$218M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
718K+ 3.21% |
$44.6M - $47.8M
|
23.1M
$1.48B
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
671K+ 12.26% |
$41.7M - $44.6M
|
6.15M
$395M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
586K+ 24.97% |
$36.4M - $38.9M
|
2.93M
$188M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
585K+ 13.28% |
$36.3M - $38.9M
|
4.99M
$321M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
575K+ 4.58% |
$35.7M - $38.2M
|
13.1M
$842M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
575K+ 3524.71% |
$35.7M - $38.2M
|
591K
$37.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
542KNew |
$33.6M - $36M
|
542K
$34.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
535KNew |
$33.2M - $35.6M
|
535K
$34.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
533K+ 57.12% |
$33.1M - $35.4M
|
1.47M
$94.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
526K+ 2.32% |
$32.7M - $35M
|
23.2M
$1.49B
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
521K+ 5.86% |
$32.4M - $34.7M
|
9.43M
$605M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498K+ 116.09% |
$30.9M - $33.1M
|
927K
$59.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
433K+ 8.86% |
$26.9M - $28.8M
|
5.32M
$341M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
395K+ 2.83% |
$24.5M - $26.3M
|
14.4M
$922M
|
|
|
Nov 12, 2025
Q3 2025
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
BUY
|
- |
381KNew |
$23.7M - $25.4M
|
381K
$24.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
381K+ 388.59% |
$23.6M - $25.3M
|
479K
$30.7M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
376K+ 953.02% |
$23.4M - $25M
|
416K
$26.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
345K+ 93.82% |
$21.4M - $22.9M
|
712K
$45.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
317K+ 1093.97% |
$19.7M - $21.1M
|
345K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
310K+ 84.82% |
$19.2M - $20.6M
|
675K
$43.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
296K+ 3.97% |
$18.4M - $19.7M
|
7.77M
$499M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
287KNew |
$17.8M - $19.1M
|
287K
$18.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
261K+ 2.89% |
$16.2M - $17.4M
|
9.3M
$597M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
219K+ 204.55% |
$13.6M - $14.6M
|
327K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
200K+ 137.09% |
$12.4M - $13.3M
|
346K
$22.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
179K+ 159.79% |
$11.1M - $11.9M
|
292K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
161K+ 4140.15% |
$10M - $10.7M
|
165K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
154K+ 15.34% |
$9.56M - $10.2M
|
1.16M
$74.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
138K+ 6.25% |
$8.56M - $9.17M
|
2.34M
$150M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
129K+ 112.94% |
$8.02M - $8.59M
|
243K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
127KNew |
$7.87M - $8.43M
|
127K
$8.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
118K+ 88.21% |
$7.35M - $7.87M
|
252K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
116K+ 93.49% |
$7.22M - $7.73M
|
241K
$15.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115K+ 7.31% |
$7.14M - $7.65M
|
1.69M
$108M
|
|
|
Nov 14, 2025
Q3 2025
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
112KNew |
$6.95M - $7.45M
|
112K
$7.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
106K+ 675.73% |
$6.6M - $7.07M
|
122K
$7.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
104K+ 77.85% |
$6.45M - $6.91M
|
237K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
104K+ 50.9% |
$6.44M - $6.9M
|
308K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
101K+ 97.84% |
$6.27M - $6.71M
|
204K
$13.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
101K+ 87.7% |
$6.26M - $6.7M
|
216K
$13.9M
|