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 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.4% |
$4.12K - $4.74K
|
5.21K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.23% |
$4.06K - $4.67K
|
5.85K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 16.55% |
$4K - $4.61K
|
493
$32.4K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
70+ 0.57% |
$4K - $4.61K
|
12.4K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
70+ 8.7% |
$4K - $4.61K
|
875
$57.6K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
69+ 0.61% |
$3.95K - $4.54K
|
11.4K
$747K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
67+ 0.38% |
$3.83K - $4.41K
|
17.5K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
66+ 0.58% |
$3.78K - $4.34K
|
11.4K
$750K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
66+ 0.7% |
$3.78K - $4.34K
|
9.5K
$625K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
64+ 1.42% |
$3.66K - $4.21K
|
4.56K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
56+ 0.14% |
$3.2K - $3.68K
|
40.4K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
56+ 41.48% |
$3.2K - $3.68K
|
191
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
56+ 0.35% |
$3.2K - $3.68K
|
16.2K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
55+ 0.57% |
$3.15K - $3.62K
|
9.64K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
55+ 20.75% |
$3.15K - $3.62K
|
320
$21K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
54+ 0.52% |
$3.09K - $3.55K
|
10.4K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
53+ 0.25% |
$3.03K - $3.49K
|
21.6K
$1.42M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
53+ 56.38% |
$3.03K - $3.49K
|
147
$9.67K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
52+ 9.37% |
$2.97K - $3.42K
|
607
$39.9K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
49+ 0.04% |
$2.8K - $3.22K
|
126K
$8.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
46+ 1.17% |
$2.63K - $3.03K
|
3.99K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
45+ 0.46% |
$2.57K - $2.96K
|
9.87K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45+ 0.21% |
$2.57K - $2.96K
|
21.4K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 16.87% |
$2.35K - $2.7K
|
284
$18.7K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 0.13% |
$2.35K - $2.7K
|
30.6K
$2.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 1.05% |
$2.29K - $2.63K
|
3.87K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
40+ 1.15% |
$2.29K - $2.63K
|
3.52K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
38+ 0.25% |
$2.17K - $2.5K
|
15.1K
$996K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
37+ 0.76% |
$2.12K - $2.43K
|
4.9K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
37+ 3.68% |
$2.12K - $2.43K
|
1.04K
$68.5K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 0.98% |
$2.06K - $2.37K
|
3.7K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36+ 0.16% |
$2.06K - $2.37K
|
22.7K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
34+ 0.01% |
$1.95K - $2.24K
|
553K
$36.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
33+ 0.26% |
$1.89K - $2.17K
|
12.6K
$832K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
33+ 0.27% |
$1.89K - $2.17K
|
12.2K
$801K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
33+ 0.28% |
$1.89K - $2.17K
|
11.7K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
33+ 0.44% |
$1.89K - $2.17K
|
7.47K
$491K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
32+ 0.16% |
$1.83K - $2.11K
|
20.5K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
32+ 0.84% |
$1.83K - $2.11K
|
3.84K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.87% |
$1.77K - $2.04K
|
3.58K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.23% |
$1.72K - $1.97K
|
13K
$855K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
29+ 0.36% |
$1.66K - $1.91K
|
7.99K
$526K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
28+ 0.25% |
$1.6K - $1.84K
|
11.3K
$746K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.43K - $1.65K
|
13.8K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
25+ 0.54% |
$1.43K - $1.65K
|
4.69K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
25+ 0.27% |
$1.43K - $1.65K
|
9.2K
$605K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
25+ 100.0% |
$1.43K - $1.65K
|
50
$3.29K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.49% |
$1.37K - $1.58K
|
4.93K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.26K - $1.45K
|
10.9K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
22+ 0.21% |
$1.26K - $1.45K
|
10.6K
$699K
|