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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.07K+ 17.18% |
$61.3K - $70.5K
|
7.3K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.06K+ 25.3% |
$60.5K - $69.6K
|
5.24K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.05K+ 0.37% |
$60.2K - $69.3K
|
289K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.05K+ 0.89% |
$59.8K - $68.8K
|
118K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
995+ 0.32% |
$56.9K - $65.5K
|
310K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
994+ 77.96% |
$56.9K - $65.4K
|
2.27K
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
988+ 7.8% |
$56.5K - $65K
|
13.7K
$777K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
979+ 76.66% |
$56K - $64.4K
|
2.26K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
972+ 4.93% |
$55.6K - $64K
|
20.7K
$1.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
964+ 0.28% |
$55.2K - $63.4K
|
340K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
962+ 77.08% |
$55K - $63.3K
|
2.21K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
946+ 0.91% |
$54.1K - $62.2K
|
105K
$5.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
940+ 2.31% |
$53.8K - $61.9K
|
41.7K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
938+ 14.23% |
$53.7K - $61.7K
|
7.53K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
923+ 1.96% |
$52.8K - $60.7K
|
48K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
920+ 13.16% |
$52.6K - $60.5K
|
7.91K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
910+ 0.42% |
$52.1K - $59.9K
|
217K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
909+ 1.81% |
$52K - $59.8K
|
51.1K
$2.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
908+ 5.81% |
$51.9K - $59.7K
|
16.5K
$942K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
888+ 23.09% |
$50.8K - $58.4K
|
4.73K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
886+ 3.77% |
$50.7K - $58.3K
|
24.4K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
880+ 5866.67% |
$50.3K - $57.9K
|
895
$50.9K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
860+ 22.79% |
$49.2K - $56.6K
|
4.63K
$264K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
850+ 0.69% |
$48.6K - $55.9K
|
123K
$7.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
847+ 1.85% |
$48.5K - $55.7K
|
46.7K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
844+ 68.23% |
$48.3K - $55.5K
|
2.08K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
840New |
$48.1K - $55.3K
|
840
$47.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
831+ 2.44% |
$47.5K - $54.7K
|
34.9K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
818+ 0.64% |
$46.8K - $53.8K
|
129K
$7.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
810+ 2.61% |
$46.3K - $53.3K
|
31.8K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
805+ 1.16% |
$46.1K - $53K
|
70K
$3.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
799+ 6.74% |
$45.7K - $52.6K
|
12.7K
$721K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
788+ 0.6% |
$45.1K - $51.9K
|
131K
$7.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
757+ 0.44% |
$43.3K - $49.8K
|
173K
$9.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
756+ 2.39% |
$43.3K - $49.7K
|
32.4K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
750New |
$42.9K - $49.4K
|
750
$42.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
743+ 6.36% |
$42.5K - $48.9K
|
12.4K
$708K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
730+ 0.64% |
$41.8K - $48K
|
114K
$6.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725New |
$41.5K - $47.7K
|
725
$41.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
717+ 0.45% |
$41K - $47.2K
|
159K
$9.02M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
716+ 5.48% |
$41K - $47.1K
|
13.8K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
708+ 17.27% |
$40.5K - $46.6K
|
4.81K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
708+ 4.96% |
$40.5K - $46.6K
|
15K
$853K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
703+ 0.53% |
$40.2K - $46.3K
|
134K
$7.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
700+ 4.08% |
$40K - $46.1K
|
17.9K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 14.72% |
$40K - $46.1K
|
5.45K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
698+ 1.07% |
$39.9K - $45.9K
|
66K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 7.24% |
$38.2K - $44K
|
9.9K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
666+ 5.58% |
$38.1K - $43.8K
|
12.6K
$717K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
663+ 9.02% |
$37.9K - $43.6K
|
8.01K
$456K
|