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 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
344+ 2.68% |
$19.7K - $22.6K
|
13.2K
$750K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
344+ 2.77% |
$19.7K - $22.6K
|
12.8K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
330+ 1.09% |
$18.9K - $21.7K
|
30.6K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
321+ 0.62% |
$18.4K - $21.1K
|
51.7K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
316+ 1.82% |
$18.1K - $20.8K
|
17.7K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
314+ 0.33% |
$18K - $20.7K
|
94.8K
$5.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
308+ 4.82% |
$17.6K - $20.3K
|
6.7K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
308+ 1.74% |
$17.6K - $20.3K
|
18K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
302+ 1.74% |
$17.3K - $19.9K
|
17.6K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
300+ 2.47% |
$17.2K - $19.7K
|
12.4K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
299+ 0.3% |
$17.1K - $19.7K
|
99.2K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
299+ 46.36% |
$17.1K - $19.7K
|
944
$53.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
297+ 2.42% |
$17K - $19.5K
|
12.6K
$717K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
296+ 2.47% |
$16.9K - $19.5K
|
12.3K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
295+ 0.88% |
$16.9K - $19.4K
|
33.9K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
294+ 6.61% |
$16.8K - $19.3K
|
4.74K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
292+ 1.5% |
$16.7K - $19.2K
|
19.8K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
291+ 0.44% |
$16.6K - $19.1K
|
67.1K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
286New |
$16.4K - $18.8K
|
286
$16.3K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
285+ 0.42% |
$16.3K - $18.8K
|
68.9K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
284+ 1.94% |
$16.2K - $18.7K
|
14.9K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
275+ 4.4% |
$15.7K - $18.1K
|
6.53K
$371K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
264+ 2.42% |
$15.1K - $17.4K
|
11.2K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
264+ 2.94% |
$15.1K - $17.4K
|
9.23K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
262+ 3.85% |
$15K - $17.2K
|
7.08K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
257+ 0.58% |
$14.7K - $16.9K
|
44.3K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
256+ 0.52% |
$14.6K - $16.8K
|
49.2K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
255+ 1.9% |
$14.6K - $16.8K
|
13.7K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
255+ 4.27% |
$14.6K - $16.8K
|
6.23K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
251+ 0.59% |
$14.4K - $16.5K
|
42.7K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
250+ 4.22% |
$14.3K - $16.5K
|
6.18K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
245New |
$14K - $16.1K
|
245
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
244+ 0.18% |
$14K - $16.1K
|
137K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
236+ 10.6% |
$13.5K - $15.5K
|
2.46K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
234+ 1.09% |
$13.4K - $15.4K
|
21.7K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
233+ 0.68% |
$13.3K - $15.3K
|
34.4K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
231+ 2.65% |
$13.2K - $15.2K
|
8.95K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
230New |
$13.2K - $15.1K
|
230
$13.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
225+ 1.97% |
$12.9K - $14.8K
|
11.7K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
222+ 17.28% |
$12.7K - $14.6K
|
1.51K
$85.8K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
220+ 4.4% |
$12.6K - $14.5K
|
5.22K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208+ 6.42% |
$11.9K - $13.7K
|
3.45K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
201+ 1.7% |
$11.5K - $13.2K
|
12.1K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
200+ 0.68% |
$11.4K - $13.2K
|
29.4K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
198+ 0.45% |
$11.3K - $13K
|
43.8K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
195+ 2.39% |
$11.2K - $12.8K
|
8.35K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
191+ 1.35% |
$10.9K - $12.6K
|
14.3K
$813K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
191+ 3.58% |
$10.9K - $12.6K
|
5.52K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
190+ 5.07% |
$10.9K - $12.5K
|
3.94K
$224K
|