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 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-214- 1.49% |
$12.2K - $14.1K
|
14.1K
$804K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-216- 1.81% |
$12.4K - $14.2K
|
11.7K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-227- 1.49% |
$13K - $14.9K
|
15K
$855K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-228- 1.06% |
$13K - $15K
|
21.3K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 0.27% |
$13.2K - $15.2K
|
84K
$4.78M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 10.06% |
$13.4K - $15.5K
|
2.1K
$120K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-239- 0.38% |
$13.7K - $15.7K
|
63.2K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-240- 5.65% |
$13.7K - $15.8K
|
4.01K
$228K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-240- 5.1% |
$13.7K - $15.8K
|
4.47K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-249- 1.52% |
$14.2K - $16.4K
|
16.1K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 3.28% |
$14.3K - $16.5K
|
7.37K
$419K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-252- 1.41% |
$14.4K - $16.6K
|
17.7K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-255- 1.51% |
$14.6K - $16.8K
|
16.6K
$946K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-256- 0.23% |
$14.6K - $16.8K
|
109K
$6.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-272- 1.45% |
$15.6K - $17.9K
|
18.5K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-273- 1.89% |
$15.6K - $18K
|
14.1K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-275- 10.68% |
$15.7K - $18.1K
|
2.3K
$131K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-276- 3.68% |
$15.8K - $18.2K
|
7.23K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-279- 7.17% |
$16K - $18.4K
|
3.61K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-279- 0.8% |
$16K - $18.4K
|
34.6K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 4.11% |
$16.6K - $19.1K
|
6.76K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-291- 0.45% |
$16.6K - $19.1K
|
64.3K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-294- 0.34% |
$16.8K - $19.3K
|
87.2K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-297- 1.55% |
$17K - $19.5K
|
18.8K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 0.68% |
$17.2K - $19.7K
|
43.6K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-300- 1.79% |
$17.2K - $19.7K
|
16.5K
$938K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-307- 2.58% |
$17.6K - $20.2K
|
11.6K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-308- 0.94% |
$17.6K - $20.3K
|
32.5K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-309- 0.86% |
$17.7K - $20.3K
|
35.8K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-310- 7.92% |
$17.7K - $20.4K
|
3.61K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-312- 0.37% |
$17.8K - $20.5K
|
83.6K
$4.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-314- 0.49% |
$18K - $20.7K
|
63.9K
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-324- 0.81% |
$18.5K - $21.3K
|
39.7K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-330- 4.53% |
$18.9K - $21.7K
|
6.95K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-332- 1.61% |
$19K - $21.8K
|
20.3K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-333- 0.05% |
$19.1K - $21.9K
|
698K
$39.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-335- 55.46% |
$19.2K - $22K
|
269
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-336- 0.23% |
$19.2K - $22.1K
|
146K
$8.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-338- 8.1% |
$19.3K - $22.2K
|
3.84K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-342- 1.23% |
$19.6K - $22.5K
|
27.4K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-343- 1.13% |
$19.6K - $22.6K
|
30.1K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-344- 0.4% |
$19.7K - $22.6K
|
84.7K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-348- 2.82% |
$19.9K - $22.9K
|
12K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-350- 1.39% |
$20K - $23K
|
24.9K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-350- 0.85% |
$20K - $23K
|
40.6K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-358- 1.0% |
$20.5K - $23.6K
|
35.5K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 2.32% |
$21.1K - $24.3K
|
15.5K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-375- 1.84% |
$21.5K - $24.7K
|
20K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-377- 0.84% |
$21.6K - $24.8K
|
44.3K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-381- 6.08% |
$21.8K - $25.1K
|
5.88K
$335K
|