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 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
127+ 3.51% |
$7.27K - $8.36K
|
3.75K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
126+ 2.15% |
$7.21K - $8.29K
|
5.99K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
123+ 1.69% |
$7.04K - $8.09K
|
7.42K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
119+ 0.82% |
$6.81K - $7.83K
|
14.6K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
117+ 3.29% |
$6.69K - $7.7K
|
3.67K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
113+ 1.33% |
$6.46K - $7.44K
|
8.58K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
112+ 0.1% |
$6.41K - $7.37K
|
111K
$6.33M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
111+ 2.3% |
$6.35K - $7.3K
|
4.94K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 2.2% |
$6.35K - $7.3K
|
5.15K
$293K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
110+ 2.33% |
$6.29K - $7.24K
|
4.84K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
107+ 0.76% |
$6.12K - $7.04K
|
14.1K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
107+ 0.52% |
$6.12K - $7.04K
|
20.5K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
107+ 1.75% |
$6.12K - $7.04K
|
6.23K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
101+ 1.65% |
$5.78K - $6.65K
|
6.24K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
98+ 0.26% |
$5.61K - $6.45K
|
37.9K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
94+ 1.69% |
$5.38K - $6.19K
|
5.64K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
94+ 0.28% |
$5.38K - $6.19K
|
34.1K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
93+ 17.25% |
$5.32K - $6.12K
|
632
$36K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
93+ 1.35% |
$5.32K - $6.12K
|
6.98K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
93+ 0.02% |
$5.32K - $6.12K
|
542K
$30.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 1.66% |
$5.26K - $6.05K
|
5.62K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
82+ 0.21% |
$4.69K - $5.4K
|
39K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
81+ 0.99% |
$4.63K - $5.33K
|
8.23K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77+ 0.07% |
$4.41K - $5.07K
|
106K
$6.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
77+ 1.33% |
$4.41K - $5.07K
|
5.87K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
72+ 5.06% |
$4.12K - $4.74K
|
1.5K
$85.1K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.4% |
$4.12K - $4.74K
|
5.21K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.23% |
$4.06K - $4.67K
|
5.85K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 16.55% |
$4K - $4.61K
|
493
$28.1K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
69+ 0.61% |
$3.95K - $4.54K
|
11.4K
$646K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
67+ 0.38% |
$3.83K - $4.41K
|
17.5K
$996K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
66+ 0.58% |
$3.78K - $4.34K
|
11.4K
$648K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
64+ 1.42% |
$3.66K - $4.21K
|
4.56K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
56+ 0.14% |
$3.2K - $3.68K
|
40.4K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
56+ 41.48% |
$3.2K - $3.68K
|
191
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
56+ 0.35% |
$3.2K - $3.68K
|
16.2K
$919K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
55+ 0.57% |
$3.15K - $3.62K
|
9.64K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
54+ 0.52% |
$3.09K - $3.55K
|
10.4K
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
46+ 1.17% |
$2.63K - $3.03K
|
3.99K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
45+ 0.46% |
$2.57K - $2.96K
|
9.87K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45+ 0.21% |
$2.57K - $2.96K
|
21.4K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 16.87% |
$2.35K - $2.7K
|
284
$16.2K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 0.13% |
$2.35K - $2.7K
|
30.6K
$1.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 1.05% |
$2.29K - $2.63K
|
3.87K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
40+ 1.15% |
$2.29K - $2.63K
|
3.52K
$200K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
38+ 0.25% |
$2.17K - $2.5K
|
15.1K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
37+ 0.76% |
$2.12K - $2.43K
|
4.9K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 0.98% |
$2.06K - $2.37K
|
3.7K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36+ 0.16% |
$2.06K - $2.37K
|
22.7K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
34+ 0.01% |
$1.95K - $2.24K
|
553K
$31.5M
|