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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.58M+ 6084.07% |
$90.4M - $104M
|
1.61M
$93.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
229K+ 2958.68% |
$13.1M - $15.1M
|
237K
$13.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
215K+ 3314.0% |
$12.3M - $14.1M
|
221K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
77.3K+ 8.75% |
$4.42M - $5.09M
|
961K
$55.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
68.9K+ 43.47% |
$3.94M - $4.53M
|
227K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
56.4K+ 26.7% |
$3.22M - $3.71M
|
267K
$15.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
44.7KNew |
$2.55M - $2.94M
|
44.7K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
43.7KNew |
$2.5M - $2.87M
|
43.7K
$2.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.4K+ 115141.38% |
$1.91M - $2.2M
|
33.4K
$1.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30.3K+ 20.04% |
$1.73M - $1.99M
|
181K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.8K+ 4.0% |
$1.7M - $1.96M
|
774K
$45.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.5K+ 13.22% |
$1.58M - $1.81M
|
236K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
27.2K+ 16.14% |
$1.55M - $1.79M
|
195K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
26.9K+ 7.73% |
$1.54M - $1.77M
|
375K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
26K+ 135.79% |
$1.49M - $1.71M
|
45.1K
$2.63M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
25.3K+ 3.32% |
$1.45M - $1.66M
|
786K
$45.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
22KNew |
$1.26M - $1.45M
|
22K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19.8K+ 52.07% |
$1.13M - $1.3M
|
57.8K
$3.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 18.45% |
$1.12M - $1.28M
|
125K
$7.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 17.94% |
$991K - $1.14M
|
114K
$6.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
17K+ 4.14% |
$975K - $1.12M
|
429K
$25M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
16.1K+ 4.46% |
$919K - $1.06M
|
376K
$21.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
15.9K+ 6.24% |
$910K - $1.05M
|
271K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.9K+ 1.93% |
$740K - $851K
|
684K
$39.8M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 2.98% |
$668K - $768K
|
403K
$23.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
10.6K+ 4.49% |
$605K - $696K
|
246K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.5K+ 23.85% |
$543K - $625K
|
49.3K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.73K+ 1.81% |
$500K - $575K
|
490K
$28.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.89K+ 6.85% |
$451K - $519K
|
123K
$7.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.69K+ 1.9% |
$440K - $506K
|
412K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
7.42K+ 4.57% |
$425K - $488K
|
170K
$9.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.39K+ 3.53% |
$423K - $486K
|
217K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
7.14K+ 2.66% |
$408K - $470K
|
276K
$16.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.51KNew |
$372K - $428K
|
6.51K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.89K+ 71.13% |
$337K - $387K
|
14.2K
$825K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.99K+ 3.89% |
$285K - $328K
|
133K
$7.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 3.32% |
$274K - $315K
|
149K
$8.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4.77K+ 2.04% |
$273K - $314K
|
239K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.66K+ 0.68% |
$267K - $307K
|
687K
$40M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.37K+ 3.11% |
$250K - $288K
|
145K
$8.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.05K+ 17.01% |
$231K - $266K
|
27.8K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 10.92% |
$228K - $262K
|
40.5K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.81K+ 46.76% |
$218K - $251K
|
12K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 11.04% |
$201K - $231K
|
35.3K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.41K+ 15.24% |
$195K - $224K
|
25.8K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.26K+ 1.12% |
$186K - $214K
|
294K
$17.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.1K+ 47.26% |
$177K - $204K
|
9.67K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.98K+ 2.8% |
$171K - $196K
|
110K
$6.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 2.68% |
$166K - $191K
|
111K
$6.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.87K+ 16.06% |
$164K - $189K
|
20.8K
$1.21M
|