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 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.52K+ 14.5% |
$87K - $100K
|
12K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.51K+ 6.13% |
$86.5K - $99.5K
|
26.2K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5K+ 6.38% |
$85.9K - $98.8K
|
25K
$1.65M
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.5K+ 7.92% |
$85.8K - $98.6K
|
20.4K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 11.14% |
$85.5K - $98.4K
|
14.9K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.49K+ 5.62% |
$85K - $97.7K
|
27.9K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.47K+ 17.2% |
$84.3K - $96.9K
|
10K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.47K+ 0.46% |
$84.1K - $96.7K
|
320K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.47K+ 11.73% |
$84K - $96.7K
|
14K
$920K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.46K+ 3.69% |
$83.6K - $96.2K
|
41K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 7.42% |
$83.6K - $96.2K
|
21.2K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.46K+ 3.0% |
$83.4K - $95.9K
|
50.1K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.46K+ 5.29% |
$83.4K - $95.9K
|
29K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.46K+ 1.86% |
$83.3K - $95.8K
|
79.9K
$5.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.46K+ 1.29% |
$83.3K - $95.8K
|
114K
$7.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.45K+ 118.85% |
$83K - $95.4K
|
2.67K
$176K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.45K+ 4.69% |
$82.9K - $95.3K
|
32.3K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
1.45K+ 0.24% |
$82.7K - $95.1K
|
614K
$40.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.44K+ 3.64% |
$82.2K - $94.6K
|
40.9K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.43K+ 6.74% |
$81.7K - $94K
|
22.6K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.42K+ 26.2% |
$81K - $93.1K
|
6.82K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.41K+ 35.01% |
$80.4K - $92.4K
|
5.42K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.41K+ 1.35% |
$80.4K - $92.4K
|
105K
$6.93M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.4K+ 6.17% |
$79.9K - $91.9K
|
24K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.38K+ 0.92% |
$79.1K - $90.9K
|
152K
$9.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38K+ 14.22% |
$79K - $90.9K
|
11.1K
$730K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.37K+ 1.03% |
$78.1K - $89.8K
|
134K
$8.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.35K+ 3.91% |
$77.3K - $89K
|
35.9K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.34K+ 40.92% |
$76.4K - $87.9K
|
4.6K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.32K+ 26.27% |
$75.6K - $87K
|
6.35K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.32K+ 24.23% |
$75.5K - $86.8K
|
6.76K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.31KNew |
$74.7K - $85.9K
|
1.31K
$85.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.3K+ 2.47% |
$74.4K - $85.6K
|
54K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.29K+ 2.86% |
$74K - $85.1K
|
46.6K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.28K+ 3.97% |
$73K - $84K
|
33.4K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.27K+ 0.19% |
$72.7K - $83.6K
|
655K
$43.1M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 4.32% |
$72.7K - $83.6K
|
30.7K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.27K+ 0.91% |
$72.4K - $83.3K
|
141K
$9.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 2.0% |
$72.3K - $83.1K
|
64.4K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.26K+ 1.26% |
$72.3K - $83.1K
|
102K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
1.26K+ 7.81% |
$72.1K - $83K
|
17.4K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.41% |
$72K - $82.8K
|
38.2K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.24K+ 23.08% |
$71.2K - $81.9K
|
6.64K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
1.24K+ 7.41% |
$71.1K - $81.7K
|
18K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.22K+ 36.16% |
$69.5K - $79.9K
|
4.58K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2KNew |
$68.7K - $79K
|
1.2K
$78.9K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.2K+ 20.95% |
$68.5K - $78.8K
|
6.92K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.2K+ 16.63% |
$68.5K - $78.8K
|
8.4K
$552K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 2.67% |
$66.9K - $77K
|
45K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.16K+ 2.68% |
$66.4K - $76.4K
|
44.4K
$2.92M
|