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 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.27K- 6.29% |
$359K - $413K
|
93.5K
$5.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-6.47K- 8.32% |
$370K - $426K
|
71.3K
$4.06M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-6.5K- 54.17% |
$372K - $428K
|
5.5K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.69K- 3.62% |
$383K - $440K
|
178K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.01K- 7.77% |
$401K - $461K
|
83.2K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-7.06K- 96.45% |
$404K - $464K
|
260
$14.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-7.09K- 8.6% |
$406K - $467K
|
75.4K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7.21K- 30.3% |
$412K - $474K
|
16.6K
$944K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-7.3K- 8.28% |
$417K - $480K
|
80.8K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.31K- 5.54% |
$418K - $481K
|
125K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.32K- 1.86% |
$419K - $481K
|
386K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.38K- 4.82% |
$422K - $485K
|
146K
$8.28M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-7.51K- 8.36% |
$429K - $494K
|
82.3K
$4.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.68K- 21.93% |
$439K - $505K
|
27.3K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.76K- 7.85% |
$444K - $511K
|
91.2K
$5.19M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.13K- 10.37% |
$465K - $535K
|
70.2K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.17K- 2.41% |
$467K - $537K
|
330K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.23K- 6.84% |
$471K - $541K
|
112K
$6.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-8.47K- 4.61% |
$485K - $557K
|
175K
$9.98M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-8.55K- 5.8% |
$489K - $563K
|
139K
$7.91M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.63K- 5.95% |
$494K - $568K
|
136K
$7.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 58.41% |
$497K - $571K
|
6.18K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.83K- 13.67% |
$505K - $581K
|
55.7K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.23K- 25.16% |
$528K - $607K
|
27.5K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.4K- 8.55% |
$538K - $618K
|
100K
$5.72M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.6K- 11.79% |
$549K - $632K
|
71.8K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-9.93K- 5.89% |
$568K - $653K
|
159K
$9.03M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10K- 4.59% |
$572K - $658K
|
208K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10K- 0.88% |
$573K - $659K
|
1.13M
$64.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.2K- 12.06% |
$585K - $673K
|
74.5K
$4.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.3K- 4.36% |
$591K - $679K
|
226K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.4K- 7.12% |
$598K - $688K
|
136K
$7.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10.5K- 2.02% |
$601K - $692K
|
510K
$29M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.7K- 34.05% |
$609K - $701K
|
20.6K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-11K- 10.34% |
$631K - $725K
|
95.5K
$5.44M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11K- 72.51% |
$632K - $727K
|
4.19K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.1K- 2.77% |
$633K - $728K
|
388K
$22.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$646K - $743K
|
57K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-12.2K- 2.86% |
$699K - $804K
|
414K
$23.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-12.3K- 13.46% |
$703K - $808K
|
79K
$4.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.3K- 3.18% |
$705K - $811K
|
375K
$21.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-12.4K- 13.8% |
$709K - $815K
|
77.4K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13K- 1.88% |
$742K - $854K
|
679K
$38.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 35.17% |
$748K - $860K
|
24.1K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 9.96% |
$795K - $914K
|
126K
$7.15M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-14.1K- 14.31% |
$808K - $930K
|
84.6K
$4.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-15K- 62.9% |
$856K - $984K
|
8.82K
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-15.3K- 1.13% |
$877K - $1.01M
|
1.35M
$76.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-15.4K- 5.05% |
$879K - $1.01M
|
289K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-15.9K- 8.45% |
$911K - $1.05M
|
172K
$9.81M
|