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 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6.12K+ 2.63% |
$350K - $403K
|
239K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.98K+ 12.52% |
$342K - $393K
|
53.7K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.9K+ 1.25% |
$337K - $388K
|
478K
$31.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.89K+ 71.13% |
$337K - $387K
|
14.2K
$932K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.79K+ 16.09% |
$331K - $381K
|
41.8K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
5.75K+ 0.65% |
$329K - $378K
|
891K
$58.6M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.73KNew |
$328K - $377K
|
5.73K
$377K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.7K+ 6.16% |
$326K - $375K
|
98.3K
$6.47M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.67K+ 3.6% |
$324K - $373K
|
163K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67K+ 1.1% |
$324K - $373K
|
522K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.64K+ 1971.68% |
$323K - $371K
|
5.93K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.63K+ 6.07% |
$322K - $370K
|
98.3K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.59K+ 4.38% |
$320K - $368K
|
133K
$8.76M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.58K+ 6.41% |
$319K - $367K
|
92.6K
$6.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.57K+ 7.17% |
$319K - $367K
|
83.2K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
5.54K+ 0.73% |
$317K - $364K
|
760K
$50M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.52K+ 2.96% |
$316K - $363K
|
192K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
5.52K+ 1.76% |
$316K - $363K
|
318K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 20.72% |
$315K - $362K
|
32K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.46K+ 3.21% |
$312K - $359K
|
176K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.44KNew |
$311K - $358K
|
5.44K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.42K+ 0.94% |
$310K - $356K
|
581K
$38.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.38K+ 34.78% |
$308K - $354K
|
20.9K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.37K+ 3.33% |
$307K - $353K
|
167K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.36K+ 3.34% |
$307K - $353K
|
166K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.3K+ 1.99% |
$303K - $349K
|
272K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.3KNew |
$303K - $348K
|
5.3K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.28K+ 3.97% |
$302K - $347K
|
138K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.27K+ 0.85% |
$301K - $347K
|
626K
$41.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.24KNew |
$300K - $345K
|
5.24K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.23K+ 5.12% |
$299K - $344K
|
107K
$7.06M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 33.3% |
$298K - $342K
|
20.8K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.07K+ 2.06% |
$290K - $333K
|
251K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
5KNew |
$286K - $329K
|
5K
$329K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.99K+ 3.89% |
$285K - $328K
|
133K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.96K+ 3.43% |
$284K - $326K
|
149K
$9.82M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.85KNew |
$277K - $319K
|
4.85K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.82K+ 1.69% |
$276K - $317K
|
289K
$19M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 3.32% |
$274K - $315K
|
149K
$9.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4.77K+ 2.04% |
$273K - $314K
|
239K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.71K+ 11.57% |
$269K - $310K
|
45.4K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.66K+ 0.68% |
$267K - $307K
|
687K
$45.2M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.66K+ 20.59% |
$266K - $306K
|
27.3K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.6K+ 1.56% |
$263K - $303K
|
300K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 1.88% |
$263K - $303K
|
250K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 3.58% |
$263K - $302K
|
133K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.58K+ 7.62% |
$262K - $301K
|
64.6K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.52KNew |
$259K - $297K
|
4.52K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4.5K+ 76.05% |
$258K - $296K
|
10.4K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.44K+ 21.31% |
$254K - $292K
|
25.3K
$1.66M
|