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 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
264+ 1.22% |
$15.1K - $17.4K
|
21.9K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
263+ 3.74% |
$15K - $17.3K
|
7.3K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
262+ 3.85% |
$15K - $17.2K
|
7.08K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
257+ 0.58% |
$14.7K - $16.9K
|
44.3K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
256+ 0.52% |
$14.6K - $16.8K
|
49.2K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
255+ 1.9% |
$14.6K - $16.8K
|
13.7K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
255+ 4.27% |
$14.6K - $16.8K
|
6.23K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
255+ 1.88% |
$14.6K - $16.8K
|
13.8K
$910K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
251+ 0.59% |
$14.4K - $16.5K
|
42.7K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
250+ 4.22% |
$14.3K - $16.5K
|
6.18K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
245New |
$14K - $16.1K
|
245
$16.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
244+ 0.18% |
$14K - $16.1K
|
137K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
240+ 0.74% |
$13.7K - $15.8K
|
32.6K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
236+ 10.6% |
$13.5K - $15.5K
|
2.46K
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
234+ 1.09% |
$13.4K - $15.4K
|
21.7K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
233+ 0.68% |
$13.3K - $15.3K
|
34.4K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
231+ 2.65% |
$13.2K - $15.2K
|
8.95K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
230New |
$13.2K - $15.1K
|
230
$15.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
225+ 1.97% |
$12.9K - $14.8K
|
11.7K
$767K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
222+ 17.28% |
$12.7K - $14.6K
|
1.51K
$99.1K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
220+ 4.4% |
$12.6K - $14.5K
|
5.22K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
210+ 46.15% |
$12K - $13.8K
|
665
$43.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
208+ 6.42% |
$11.9K - $13.7K
|
3.45K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
201+ 1.7% |
$11.5K - $13.2K
|
12.1K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
200+ 0.68% |
$11.4K - $13.2K
|
29.4K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
200New |
$11.4K - $13.2K
|
200
$13.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
198+ 0.45% |
$11.3K - $13K
|
43.8K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
195+ 2.39% |
$11.2K - $12.8K
|
8.35K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
191+ 1.35% |
$10.9K - $12.6K
|
14.3K
$940K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
191+ 3.58% |
$10.9K - $12.6K
|
5.52K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
190+ 5.07% |
$10.9K - $12.5K
|
3.94K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
188+ 4.29% |
$10.8K - $12.4K
|
4.57K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
187+ 0.13% |
$10.7K - $12.3K
|
145K
$9.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
180+ 0.99% |
$10.3K - $11.8K
|
18.4K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 2.14% |
$10.3K - $11.8K
|
8.58K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
178New |
$10.2K - $11.7K
|
178
$11.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
170+ 2.91% |
$9.73K - $11.2K
|
6.02K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
169+ 0.26% |
$9.67K - $11.1K
|
66.3K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
167+ 2.97% |
$9.55K - $11K
|
5.79K
$381K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
164+ 1.13% |
$9.38K - $10.8K
|
14.7K
$965K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
164+ 3.1% |
$9.38K - $10.8K
|
5.45K
$358K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
160+ 1.24% |
$9.15K - $10.5K
|
13.1K
$862K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
160+ 1.03% |
$9.15K - $10.5K
|
15.7K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
160+ 3.44% |
$9.15K - $10.5K
|
4.81K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
159+ 1.5% |
$9.1K - $10.5K
|
10.8K
$710K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
156+ 1.31% |
$8.92K - $10.3K
|
12.1K
$795K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
154+ 0.06% |
$8.81K - $10.1K
|
267K
$17.6M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
154+ 2.01% |
$8.81K - $10.1K
|
7.8K
$513K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
154+ 0.22% |
$8.81K - $10.1K
|
71.5K
$4.7M
|