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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.65M+ 19.87% |
$323M - $371M
|
34.1M
$1.94B
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.31M+ 39.67% |
$246M - $283M
|
15.2M
$863M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.58M+ 6084.07% |
$90.4M - $104M
|
1.61M
$91.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
1.23M+ 79.6% |
$70.5M - $81.1M
|
2.78M
$158M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
871KNew |
$49.8M - $57.3M
|
871K
$49.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
846K+ 10.47% |
$48.4M - $55.7M
|
8.93M
$508M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
846K+ 10.47% |
$48.4M - $55.7M
|
8.93M
$508M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
692K+ 7.41% |
$39.6M - $45.5M
|
10M
$571M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
662KNew |
$37.9M - $43.6M
|
662K
$37.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
638KNew |
$36.5M - $42M
|
638K
$36.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
535K+ 13.52% |
$30.6M - $35.2M
|
4.49M
$256M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
333K+ 10.59% |
$19M - $21.9M
|
3.47M
$198M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
330K+ 1896.54% |
$18.9M - $21.7M
|
348K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
316K+ 159.64% |
$18.1M - $20.8M
|
514K
$29.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
283KNew |
$16.2M - $18.6M
|
283K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
263K+ 3156.51% |
$15.1M - $17.3M
|
271K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
236K+ 5.48% |
$13.5M - $15.6M
|
4.55M
$259M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
229K+ 2958.68% |
$13.1M - $15.1M
|
237K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
215K+ 3314.0% |
$12.3M - $14.1M
|
221K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
213K+ 2615.09% |
$12.2M - $14M
|
221K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
160K+ 2779.11% |
$9.16M - $10.5M
|
166K
$9.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
141KNew |
$8.08M - $9.29M
|
141K
$8.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140K+ 209.54% |
$8.01M - $9.22M
|
207K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
128K+ 2952.82% |
$7.34M - $8.44M
|
133K
$7.55M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
127K+ 22.58% |
$7.26M - $8.35M
|
689K
$39.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
127K+ 771.62% |
$7.25M - $8.34M
|
143K
$8.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
125KNew |
$7.15M - $8.22M
|
125K
$7.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
118KNew |
$6.74M - $7.76M
|
118K
$6.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
103KNew |
$5.87M - $6.75M
|
103K
$5.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
99.7K+ 8.21% |
$5.71M - $6.56M
|
1.32M
$74.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
92.9K+ 25.81% |
$5.32M - $6.12M
|
453K
$25.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
89.9K+ 4.28% |
$5.15M - $5.92M
|
2.19M
$125M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
89.1KNew |
$5.1M - $5.86M
|
89.1K
$5.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
84.1K+ 30.31% |
$4.81M - $5.53M
|
361K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
82.7K+ 8.57% |
$4.73M - $5.44M
|
1.05M
$59.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
82.1K+ 7.07% |
$4.7M - $5.4M
|
1.24M
$70.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
79K+ 78.18% |
$4.52M - $5.2M
|
180K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
77.3K+ 8.75% |
$4.42M - $5.09M
|
961K
$54.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
76.5K+ 14.59% |
$4.38M - $5.04M
|
601K
$34.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
76.3K+ 1003.83% |
$4.37M - $5.02M
|
83.9K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
75.4K+ 35.92% |
$4.32M - $4.96M
|
285K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
74.7K+ 117.59% |
$4.28M - $4.92M
|
138K
$7.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
70.1K+ 83.01% |
$4.01M - $4.61M
|
155K
$8.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
68.9K+ 43.47% |
$3.94M - $4.53M
|
227K
$12.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
66.5K+ 839.51% |
$3.8M - $4.37M
|
74.4K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.1K+ 50.03% |
$3.73M - $4.29M
|
195K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64.4K+ 11.66% |
$3.69M - $4.24M
|
617K
$35.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63.4K+ 129.71% |
$3.63M - $4.17M
|
112K
$6.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
62.9K+ 28.78% |
$3.6M - $4.14M
|
281K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
61K+ 3.97% |
$3.49M - $4.01M
|
1.6M
$90.8M
|