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 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.64K+ 21.11% |
$93.7K - $108K
|
9.4K
$535K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.63K+ 1.74% |
$93.1K - $107K
|
95.3K
$5.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.61K+ 33.5% |
$92.2K - $106K
|
6.42K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.58K+ 10.77% |
$90.2K - $104K
|
16.2K
$923K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 0.88% |
$89.8K - $103K
|
180K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.56K+ 2.22% |
$89.3K - $103K
|
71.8K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.56K+ 11.23% |
$89.2K - $103K
|
15.4K
$878K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 1.29% |
$87.9K - $101K
|
120K
$6.85M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 21.52% |
$87.5K - $101K
|
8.64K
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.52K+ 2.28% |
$87.2K - $100K
|
68.4K
$3.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.52K+ 14.5% |
$87K - $100K
|
12K
$683K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 11.14% |
$85.5K - $98.4K
|
14.9K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.49K+ 5.62% |
$85K - $97.7K
|
27.9K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.46K+ 3.69% |
$83.6K - $96.2K
|
41K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.46K+ 3.0% |
$83.4K - $95.9K
|
50.1K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.46K+ 1.86% |
$83.3K - $95.8K
|
79.9K
$4.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.46K+ 1.29% |
$83.3K - $95.8K
|
114K
$6.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.45K+ 118.85% |
$83K - $95.4K
|
2.67K
$152K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.45K+ 4.69% |
$82.9K - $95.3K
|
32.3K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.44K+ 3.64% |
$82.2K - $94.6K
|
40.9K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.43K+ 6.74% |
$81.7K - $94K
|
22.6K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.42K+ 26.2% |
$81K - $93.1K
|
6.82K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.41K+ 35.01% |
$80.4K - $92.4K
|
5.42K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.41K+ 1.35% |
$80.4K - $92.4K
|
105K
$6M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.38K+ 0.92% |
$79.1K - $90.9K
|
152K
$8.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38K+ 14.22% |
$79K - $90.9K
|
11.1K
$631K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.35K+ 3.91% |
$77.3K - $89K
|
35.9K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.34K+ 40.92% |
$76.4K - $87.9K
|
4.6K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.32K+ 26.27% |
$75.6K - $87K
|
6.35K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.3K+ 2.47% |
$74.4K - $85.6K
|
54K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.27K+ 0.19% |
$72.7K - $83.6K
|
655K
$37.3M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 4.32% |
$72.7K - $83.6K
|
30.7K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.27K+ 0.91% |
$72.4K - $83.3K
|
141K
$8.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 2.0% |
$72.3K - $83.1K
|
64.4K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.41% |
$72K - $82.8K
|
38.2K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.22K+ 36.16% |
$69.5K - $79.9K
|
4.58K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2KNew |
$68.7K - $79K
|
1.2K
$68.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.2K+ 16.63% |
$68.5K - $78.8K
|
8.4K
$478K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 2.67% |
$66.9K - $77K
|
45K
$2.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.16K+ 2.68% |
$66.4K - $76.4K
|
44.4K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 29.1% |
$65.7K - $75.6K
|
5.1K
$290K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.13K+ 0.79% |
$64.8K - $74.6K
|
145K
$8.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.13K+ 0.75% |
$64.4K - $74K
|
151K
$8.62M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.12K+ 2.0% |
$64.1K - $73.7K
|
57.2K
$3.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.11K+ 0.45% |
$63.3K - $72.8K
|
249K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.11K+ 1.77% |
$63.2K - $72.7K
|
63.5K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 13.14% |
$63.1K - $72.6K
|
9.5K
$540K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.1K+ 4.81% |
$62.9K - $72.4K
|
24K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.08K+ 7.43% |
$61.5K - $70.7K
|
15.5K
$885K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.07K+ 233.77% |
$61.4K - $70.6K
|
1.53K
$87.2K
|