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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-381- 1.1% |
$21.8K - $25.1K
|
34.3K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-385- 0.48% |
$22K - $25.3K
|
79.9K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-401- 3.13% |
$22.9K - $26.4K
|
12.4K
$707K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-403- 1.56% |
$23.1K - $26.5K
|
25.4K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-408- 1.53% |
$23.3K - $26.8K
|
26.2K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-415- 9.56% |
$23.7K - $27.3K
|
3.93K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-419- 3.77% |
$24K - $27.6K
|
10.7K
$608K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 3.69% |
$24.1K - $27.8K
|
11K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-425- 7.23% |
$24.3K - $28K
|
5.46K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-437- 1.78% |
$25K - $28.8K
|
24.1K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-444- 11.0% |
$25.4K - $29.2K
|
3.59K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-450- 0.45% |
$25.7K - $29.6K
|
98.6K
$5.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-454- 2.61% |
$26K - $29.9K
|
17K
$965K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-459- 1.95% |
$26.3K - $30.2K
|
23K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-464- 9.48% |
$26.5K - $30.5K
|
4.43K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-466- 6.36% |
$26.7K - $30.7K
|
6.86K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-467- 1.18% |
$26.7K - $30.7K
|
39.2K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-471- 11.21% |
$26.9K - $31K
|
3.73K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-475- 6.13% |
$27.2K - $31.3K
|
7.28K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-480- 4.28% |
$27.5K - $31.6K
|
10.7K
$610K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-484- 0.77% |
$27.7K - $31.8K
|
62.3K
$3.54M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-486- 17.65% |
$27.8K - $32K
|
2.27K
$129K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-489- 11.23% |
$28K - $32.2K
|
3.87K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-491- 0.74% |
$28.1K - $32.3K
|
65.7K
$3.74M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-491- 5.06% |
$28.1K - $32.3K
|
9.22K
$525K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-492- 6.17% |
$28.1K - $32.4K
|
7.48K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-492- 8.0% |
$28.1K - $32.4K
|
5.66K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-494- 2.69% |
$28.3K - $32.5K
|
17.9K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-495- 16.81% |
$28.3K - $32.6K
|
2.45K
$139K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-495- 3.2% |
$28.3K - $32.6K
|
15K
$853K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-497- 12.0% |
$28.4K - $32.7K
|
3.65K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-510- 7.67% |
$29.2K - $33.6K
|
6.14K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-515- 2.2% |
$29.5K - $33.9K
|
22.8K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-521- 2.33% |
$29.8K - $34.3K
|
21.9K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-523- 9.42% |
$29.9K - $34.4K
|
5.03K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-527- 5.03% |
$30.1K - $34.7K
|
9.96K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-531- 4.5% |
$30.4K - $34.9K
|
11.3K
$641K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-538- 5.57% |
$30.8K - $35.4K
|
9.12K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-541- 6.14% |
$31K - $35.6K
|
8.27K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-557- 12.91% |
$31.9K - $36.7K
|
3.76K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-561- 10.75% |
$32.1K - $36.9K
|
4.66K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-569- 0.36% |
$32.6K - $37.4K
|
158K
$8.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 1.17% |
$32.7K - $37.6K
|
48.3K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-573- 1.23% |
$32.8K - $37.7K
|
46.2K
$2.63M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-574- 4.75% |
$32.8K - $37.8K
|
11.5K
$654K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-576- 13.03% |
$33K - $37.9K
|
3.85K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-578- 1.28% |
$33.1K - $38K
|
44.4K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-585- 0.89% |
$33.5K - $38.5K
|
65.5K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-593- 2.48% |
$33.9K - $39K
|
23.3K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-605- 6.8% |
$34.6K - $39.8K
|
8.3K
$472K
|