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 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
33+ 0.26% |
$1.89K - $2.17K
|
12.6K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
33+ 0.27% |
$1.89K - $2.17K
|
12.2K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
33+ 0.28% |
$1.89K - $2.17K
|
11.7K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
33+ 0.44% |
$1.89K - $2.17K
|
7.47K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32+ 0.16% |
$1.83K - $2.11K
|
20.5K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
32+ 0.84% |
$1.83K - $2.11K
|
3.84K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.87% |
$1.77K - $2.04K
|
3.58K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.23% |
$1.72K - $1.97K
|
13K
$740K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
28+ 0.25% |
$1.6K - $1.84K
|
11.3K
$646K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.43K - $1.65K
|
13.8K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
25+ 0.54% |
$1.43K - $1.65K
|
4.69K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.26K - $1.45K
|
10.9K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
22+ 0.21% |
$1.26K - $1.45K
|
10.6K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
21+ 0.28% |
$1.2K - $1.38K
|
7.51K
$427K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 0.04% |
$1.14K - $1.32K
|
47.5K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
20+ 0.38% |
$1.14K - $1.32K
|
5.3K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 0.04% |
$1.14K - $1.32K
|
56.9K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
20+ 0.25% |
$1.14K - $1.32K
|
8.09K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
20+ 0.11% |
$1.14K - $1.32K
|
17.8K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
19+ 0.27% |
$1.09K - $1.25K
|
7.02K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 3.55% |
$1.09K - $1.25K
|
554
$31.5K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17+ 0.23% |
$973 - $1.12K
|
7.28K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$973 - $1.12K
|
6.04K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
17+ 1.35% |
$973 - $1.12K
|
1.28K
$72.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$915 - $1.05K
|
16
$911
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15+ 0.26% |
$858 - $987
|
5.85K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.06% |
$858 - $987
|
26.7K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15+ 0.08% |
$858 - $987
|
18.4K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
15+ 0.25% |
$858 - $987
|
6.09K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15+ 0.11% |
$858 - $987
|
13.8K
$785K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.07% |
$858 - $987
|
20.2K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.27% |
$744 - $855
|
4.85K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12+ 0.29% |
$687 - $790
|
4.14K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
12+ 0.13% |
$687 - $790
|
9.1K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10+ 0.24% |
$572 - $658
|
4.13K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 0.33% |
$572 - $658
|
3.01K
$171K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
10+ 0.29% |
$572 - $658
|
3.44K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.27% |
$572 - $658
|
3.74K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.05% |
$515 - $592
|
16.4K
$935K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.12% |
$515 - $592
|
7.36K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.24% |
$515 - $592
|
3.7K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9+ 0.14% |
$515 - $592
|
6.57K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.26% |
$515 - $592
|
3.5K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 0.22% |
$515 - $592
|
4.08K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.21% |
$458 - $526
|
3.89K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 0.38% |
$458 - $526
|
2.1K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$458 - $526
|
3.44K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8+ 0.1% |
$458 - $526
|
7.71K
$439K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
7+ 0.13% |
$400 - $461
|
5.26K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7+ 0.05% |
$400 - $461
|
14.6K
$833K
|