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
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.6K- 7.68% |
$206K - $237K
|
43.3K
$2.46M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-3.61K- 1.04% |
$206K - $237K
|
342K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.62K- 2.62% |
$207K - $238K
|
135K
$7.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.68K- 25.57% |
$211K - $242K
|
10.7K
$610K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.75K- 3.84% |
$214K - $246K
|
93.7K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.85K- 6.48% |
$220K - $253K
|
55.5K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-3.99K- 3.46% |
$228K - $262K
|
111K
$6.34M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.1K- 7.0% |
$234K - $269K
|
54.4K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-4.14K- 23.73% |
$237K - $272K
|
13.3K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.24K- 1.46% |
$243K - $279K
|
287K
$16.3M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.29K- 4.34% |
$245K - $282K
|
94.4K
$5.37M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.3K- 3.3% |
$246K - $283K
|
126K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.36K- 2.7% |
$250K - $287K
|
157K
$8.96M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.36K- 15.03% |
$250K - $287K
|
24.7K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.43K- 26.31% |
$253K - $291K
|
12.4K
$705K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.49K- 0.97% |
$257K - $296K
|
457K
$26M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-4.56K- 12.03% |
$261K - $300K
|
33.4K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-4.63K- 1.08% |
$265K - $305K
|
423K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.67K- 12.99% |
$267K - $307K
|
31.3K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.69K- 3.66% |
$268K - $309K
|
124K
$7.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4.72K- 5.91% |
$270K - $311K
|
75.3K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-4.79K- 16.3% |
$274K - $315K
|
24.6K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.84K- 2.22% |
$277K - $318K
|
213K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.93K- 7.85% |
$282K - $324K
|
57.9K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5.02K- 81.96% |
$287K - $330K
|
1.11K
$62.9K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.03K- 1.02% |
$288K - $331K
|
486K
$27.6M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.09K- 38.66% |
$291K - $335K
|
8.07K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.13K- 77.68% |
$294K - $338K
|
1.48K
$83.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.14K- 21.29% |
$294K - $338K
|
19K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.23K- 5.58% |
$299K - $344K
|
88.4K
$5.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.26K- 1.02% |
$301K - $346K
|
509K
$29M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.37K- 0.88% |
$307K - $354K
|
606K
$34.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.44K- 2.23% |
$311K - $358K
|
238K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.48K- 0.2% |
$313K - $360K
|
2.67M
$152M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.5K- 2.87% |
$314K - $362K
|
186K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 0.81% |
$315K - $362K
|
674K
$38.4M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.53K- 9.77% |
$316K - $364K
|
51.1K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.79K- 13.52% |
$331K - $381K
|
37.1K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.97K- 2.64% |
$342K - $393K
|
220K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6K- 12.3% |
$343K - $395K
|
42.8K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6.17K- 14.68% |
$353K - $406K
|
35.9K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-6.18K- 10.34% |
$354K - $407K
|
53.6K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.27K- 0.56% |
$358K - $412K
|
1.11M
$63M
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.52K- 18.56% |
$373K - $429K
|
28.6K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.57K- 17.29% |
$376K - $432K
|
31.4K
$1.79M
|
|
|
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
|