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 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16.6K- 9.95% |
$950K - $1.09M
|
150K
$8.55M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.8K- 59.24% |
$1.02M - $1.17M
|
12.3K
$698K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-18.1K- 10.23% |
$1.04M - $1.19M
|
159K
$9.04M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.1K- 1.83% |
$1.04M - $1.19M
|
974K
$55.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 13.63% |
$1.06M - $1.22M
|
118K
$6.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-19K- 4.36% |
$1.09M - $1.25M
|
418K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 14.88% |
$1.09M - $1.26M
|
109K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.4K- 5.11% |
$1.11M - $1.27M
|
360K
$20.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21.5K- 13.44% |
$1.23M - $1.41M
|
138K
$7.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21.7K- 11.19% |
$1.24M - $1.43M
|
173K
$9.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-22.5K- 2.1% |
$1.29M - $1.48M
|
1.05M
$59.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-23.3K- 2.98% |
$1.33M - $1.53M
|
759K
$43.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-24.2K- 3.23% |
$1.39M - $1.59M
|
726K
$41.3M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-24.5K- 7.14% |
$1.4M - $1.62M
|
319K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-24.6K- 15.45% |
$1.41M - $1.62M
|
135K
$7.67M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-25K- 36.17% |
$1.43M - $1.64M
|
44.1K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25K- 42.66% |
$1.43M - $1.64M
|
33.6K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-25.4K- 23.13% |
$1.45M - $1.67M
|
84.3K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-26K- 15.03% |
$1.49M - $1.71M
|
147K
$8.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-26.3K- 12.17% |
$1.5M - $1.73M
|
190K
$10.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.5K- 3.1% |
$1.51M - $1.74M
|
828K
$47.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.6K- 25.86% |
$1.52M - $1.75M
|
76.4K
$4.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-27.1K- 61.36% |
$1.55M - $1.79M
|
17.1K
$973K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-27.2K- 24.88% |
$1.56M - $1.79M
|
82.1K
$4.67M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-28K- 25.55% |
$1.6M - $1.84M
|
81.6K
$4.65M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-28.2K- 3.91% |
$1.61M - $1.85M
|
691K
$39.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-28.2K- 6.68% |
$1.61M - $1.86M
|
394K
$22.4M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-28.6K- 41.68% |
$1.64M - $1.88M
|
40.1K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-28.7K- 7.76% |
$1.64M - $1.89M
|
340K
$19.4M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29K- 4.18% |
$1.66M - $1.91M
|
665K
$37.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30.9K- 7.55% |
$1.77M - $2.03M
|
379K
$21.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-32.5K- 78.46% |
$1.86M - $2.14M
|
8.93K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-33.5K- 2.25% |
$1.92M - $2.2M
|
1.45M
$82.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-33.8K- 9.09% |
$1.93M - $2.22M
|
338K
$19.2M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-36.1K- 59.05% |
$2.07M - $2.38M
|
25.1K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-38.5K- 45.14% |
$2.2M - $2.53M
|
46.8K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-38.6K- 74.13% |
$2.21M - $2.54M
|
13.5K
$768K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 5.27% |
$2.21M - $2.55M
|
696K
$39.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-39.6K- 16.6% |
$2.26M - $2.6M
|
199K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-40.9K- 60.22% |
$2.34M - $2.69M
|
27K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41.8K- 70.11% |
$2.39M - $2.75M
|
17.8K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-44.5K- 5.34% |
$2.55M - $2.93M
|
789K
$44.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-46.5K- 63.54% |
$2.66M - $3.06M
|
26.7K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49.4K- 50.07% |
$2.82M - $3.25M
|
49.2K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-51K- 30.97% |
$2.92M - $3.35M
|
114K
$6.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-54.6K- 2.66% |
$3.12M - $3.59M
|
2M
$114M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-56.8K- 2.44% |
$3.25M - $3.74M
|
2.27M
$129M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59K- 11.01% |
$3.37M - $3.88M
|
477K
$27.1M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-62.9K- 32.23% |
$3.6M - $4.14M
|
132K
$7.53M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-66.6K- 2.89% |
$3.81M - $4.38M
|
2.24M
$127M
|