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
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
565+ 5.37% |
$32.3K - $37.2K
|
11.1K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562New |
$32.2K - $37K
|
562
$35.3K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
559+ 4.84% |
$32K - $36.8K
|
12.1K
$760K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
558+ 5.23% |
$31.9K - $36.7K
|
11.2K
$705K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
554+ 10.92% |
$31.7K - $36.5K
|
5.63K
$353K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
550+ 5.68% |
$31.5K - $36.2K
|
10.2K
$642K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
548+ 1.01% |
$31.4K - $36.1K
|
54.9K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
544+ 0.15% |
$31.1K - $35.8K
|
361K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
539+ 5.86% |
$30.8K - $35.5K
|
9.74K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
538+ 152.84% |
$30.8K - $35.4K
|
890
$55.9K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
534+ 8.55% |
$30.6K - $35.1K
|
6.78K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
533+ 1.46% |
$30.5K - $35.1K
|
37.1K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
531+ 1.35% |
$30.4K - $34.9K
|
39.9K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
528+ 1.42% |
$30.2K - $34.7K
|
37.6K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
525+ 0.61% |
$30K - $34.5K
|
86.8K
$5.45M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
521+ 11.13% |
$29.8K - $34.3K
|
5.2K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
520+ 8.91% |
$29.7K - $34.2K
|
6.36K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
509+ 0.66% |
$29.1K - $33.5K
|
77.1K
$4.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
502+ 6.77% |
$28.7K - $33K
|
7.92K
$497K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
500New |
$28.6K - $32.9K
|
500
$31.4K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
500+ 1.82% |
$28.6K - $32.9K
|
28K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
495+ 1.38% |
$28.3K - $32.6K
|
36.4K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
492+ 8.66% |
$28.1K - $32.4K
|
6.17K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 5.5% |
$28K - $32.2K
|
9.4K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
489+ 0.3% |
$28K - $32.2K
|
166K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
487+ 0.48% |
$27.9K - $32K
|
101K
$6.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
484+ 1.83% |
$27.7K - $31.8K
|
27K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
481+ 45.29% |
$27.5K - $31.6K
|
1.54K
$96.9K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
480+ 3.21% |
$27.5K - $31.6K
|
15.5K
$970K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
479+ 1.8% |
$27.4K - $31.5K
|
27.1K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
474+ 0.71% |
$27.1K - $31.2K
|
67.5K
$4.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
470+ 4.73% |
$26.9K - $30.9K
|
10.4K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
469+ 0.69% |
$26.8K - $30.9K
|
68.8K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
465+ 2.15% |
$26.6K - $30.6K
|
22.1K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
464+ 2.43% |
$26.5K - $30.5K
|
19.6K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
455+ 0.54% |
$26K - $29.9K
|
84.1K
$5.28M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
451+ 1.7% |
$25.8K - $29.7K
|
26.9K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
449+ 0.41% |
$25.7K - $29.5K
|
109K
$6.83M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
447+ 1.51% |
$25.6K - $29.4K
|
30.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
441+ 77.78% |
$25.2K - $29K
|
1.01K
$63.3K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
438+ 0.28% |
$25.1K - $28.8K
|
160K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
431+ 12.46% |
$24.7K - $28.4K
|
3.89K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
428+ 19.5% |
$24.5K - $28.2K
|
2.62K
$165K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
426+ 0.26% |
$24.4K - $28K
|
167K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
425+ 1.34% |
$24.3K - $28K
|
32K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
420+ 3.66% |
$24K - $27.6K
|
11.9K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
419+ 1.32% |
$24K - $27.6K
|
32.2K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
419+ 1.62% |
$24K - $27.6K
|
26.3K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
418+ 10.86% |
$23.9K - $27.5K
|
4.27K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
416+ 1.73% |
$23.8K - $27.4K
|
24.4K
$1.53M
|