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 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
660+ 0.35% |
$37.8K - $43.4K
|
191K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
650New |
$37.2K - $42.8K
|
650
$37K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
630+ 30.42% |
$36K - $41.5K
|
2.7K
$154K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
626+ 1.14% |
$35.8K - $41.2K
|
55.4K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
623+ 5.59% |
$35.6K - $41K
|
11.8K
$670K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
604+ 12.3% |
$34.6K - $39.7K
|
5.51K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
600+ 0.56% |
$34.3K - $39.5K
|
107K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
600+ 9.8% |
$34.3K - $39.5K
|
6.72K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
588+ 1.04% |
$33.6K - $38.7K
|
57.3K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
584+ 2.59% |
$33.4K - $38.4K
|
23.1K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
574+ 1.41% |
$32.8K - $37.8K
|
41.1K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
565+ 5.37% |
$32.3K - $37.2K
|
11.1K
$631K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562New |
$32.2K - $37K
|
562
$32K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
559+ 4.84% |
$32K - $36.8K
|
12.1K
$689K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
558+ 5.23% |
$31.9K - $36.7K
|
11.2K
$639K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
554+ 10.92% |
$31.7K - $36.5K
|
5.63K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
550+ 5.68% |
$31.5K - $36.2K
|
10.2K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
548+ 1.01% |
$31.4K - $36.1K
|
54.9K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
533+ 1.46% |
$30.5K - $35.1K
|
37.1K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
528+ 1.42% |
$30.2K - $34.7K
|
37.6K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
525+ 0.61% |
$30K - $34.5K
|
86.8K
$4.94M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
521+ 11.13% |
$29.8K - $34.3K
|
5.2K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
520+ 8.91% |
$29.7K - $34.2K
|
6.36K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
509+ 0.66% |
$29.1K - $33.5K
|
77.1K
$4.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
502+ 6.77% |
$28.7K - $33K
|
7.92K
$451K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$28.6K - $32.9K
|
500
$28.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
495+ 1.38% |
$28.3K - $32.6K
|
36.4K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
492+ 8.66% |
$28.1K - $32.4K
|
6.17K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 5.5% |
$28K - $32.2K
|
9.4K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
489+ 0.3% |
$28K - $32.2K
|
166K
$9.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
484+ 1.83% |
$27.7K - $31.8K
|
27K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
479+ 1.8% |
$27.4K - $31.5K
|
27.1K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
470+ 4.73% |
$26.9K - $30.9K
|
10.4K
$592K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
469+ 0.69% |
$26.8K - $30.9K
|
68.8K
$3.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
464+ 2.43% |
$26.5K - $30.5K
|
19.6K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
455+ 0.54% |
$26K - $29.9K
|
84.1K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
451+ 1.7% |
$25.8K - $29.7K
|
26.9K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
449+ 0.41% |
$25.7K - $29.5K
|
109K
$6.19M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
447+ 1.51% |
$25.6K - $29.4K
|
30.1K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
431+ 12.46% |
$24.7K - $28.4K
|
3.89K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
428+ 19.5% |
$24.5K - $28.2K
|
2.62K
$149K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
425+ 1.34% |
$24.3K - $28K
|
32K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
418+ 10.86% |
$23.9K - $27.5K
|
4.27K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
416+ 1.73% |
$23.8K - $27.4K
|
24.4K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
415+ 31.23% |
$23.7K - $27.3K
|
1.74K
$99.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
386+ 0.2% |
$22.1K - $25.4K
|
192K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
383+ 2.03% |
$21.9K - $25.2K
|
19.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
359+ 6.33% |
$20.5K - $23.6K
|
6.03K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
354+ 9.24% |
$20.3K - $23.3K
|
4.18K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
354+ 25.11% |
$20.3K - $23.3K
|
1.76K
$100K
|