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
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-625- 10.5% |
$35.8K - $41.1K
|
5.33K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-646- 52.99% |
$37K - $42.5K
|
573
$32.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-653- 0.82% |
$37.4K - $43K
|
78.6K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-654- 11.52% |
$37.4K - $43K
|
5.02K
$286K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-655- 2.43% |
$37.5K - $43.1K
|
26.4K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-656- 9.11% |
$37.5K - $43.2K
|
6.55K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-661- 4.69% |
$37.8K - $43.5K
|
13.4K
$765K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-665- 5.34% |
$38K - $43.8K
|
11.8K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-665- 8.99% |
$38K - $43.8K
|
6.74K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-666- 12.81% |
$38.1K - $43.8K
|
4.54K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-678- 3.64% |
$38.8K - $44.6K
|
17.9K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-681- 7.53% |
$39K - $44.8K
|
8.36K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-683- 5.69% |
$39.1K - $44.9K
|
11.3K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-690- 3.64% |
$39.5K - $45.4K
|
18.3K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-695- 7.93% |
$39.8K - $45.7K
|
8.07K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-714- 2.62% |
$40.8K - $47K
|
26.5K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-715- 3.18% |
$40.9K - $47K
|
21.7K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-719- 16.54% |
$41.1K - $47.3K
|
3.63K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-721- 6.27% |
$41.2K - $47.4K
|
10.8K
$613K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-728- 0.79% |
$41.6K - $47.9K
|
91.3K
$5.19M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-730- 15.38% |
$41.8K - $48K
|
4.02K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-751- 6.9% |
$43K - $49.4K
|
10.1K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-751- 2.2% |
$43K - $49.4K
|
33.3K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-762- 15.05% |
$43.6K - $50.1K
|
4.3K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-769- 3.77% |
$44K - $50.6K
|
19.6K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-790- 14.84% |
$45.2K - $52K
|
4.54K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-794- 14.15% |
$45.4K - $52.2K
|
4.82K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-816- 6.15% |
$46.7K - $53.7K
|
12.5K
$709K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-829- 10.63% |
$47.4K - $54.5K
|
6.97K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-837- 10.91% |
$47.9K - $55.1K
|
6.84K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-839- 2.07% |
$48K - $55.2K
|
39.8K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-845- 5.34% |
$48.3K - $55.6K
|
15K
$852K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-885- 3.58% |
$50.6K - $58.2K
|
23.8K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-900- 1.18% |
$51.5K - $59.2K
|
75.4K
$4.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-912- 0.26% |
$52.2K - $60K
|
349K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-920- 3.8% |
$52.6K - $60.5K
|
23.3K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-925- 2.45% |
$52.9K - $60.9K
|
36.8K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-945- 6.76% |
$54.1K - $62.2K
|
13K
$742K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-949- 4.93% |
$54.3K - $62.4K
|
18.3K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-953- 1.33% |
$54.5K - $62.7K
|
70.8K
$4.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-955- 9.23% |
$54.6K - $62.8K
|
9.39K
$534K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-971- 1.34% |
$55.6K - $63.9K
|
71.8K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-984- 1.9% |
$56.3K - $64.7K
|
50.8K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-988- 1.7% |
$56.5K - $65K
|
57K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.01K- 4.96% |
$57.6K - $66.3K
|
19.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 59.24% |
$57.8K - $66.5K
|
695
$39.6K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.01K- 1.37% |
$57.8K - $66.5K
|
72.8K
$4.14M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 7.0% |
$58.1K - $66.9K
|
13.5K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.02K- 6.36% |
$58.2K - $67K
|
15K
$853K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.02K- 1.98% |
$58.5K - $67.2K
|
50.5K
$2.87M
|