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 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 0.27% |
$13.2K - $15.2K
|
84K
$5.52M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 10.06% |
$13.4K - $15.5K
|
2.1K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-235- 5.72% |
$13.4K - $15.5K
|
3.87K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-239- 0.38% |
$13.7K - $15.7K
|
63.2K
$4.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-240- 5.65% |
$13.7K - $15.8K
|
4.01K
$263K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-240- 5.1% |
$13.7K - $15.8K
|
4.47K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-242- 1.85% |
$13.8K - $15.9K
|
12.8K
$845K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-249- 1.52% |
$14.2K - $16.4K
|
16.1K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-250- 3.28% |
$14.3K - $16.5K
|
7.37K
$485K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-252- 1.41% |
$14.4K - $16.6K
|
17.7K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-255- 1.51% |
$14.6K - $16.8K
|
16.6K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-256- 0.23% |
$14.6K - $16.8K
|
109K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-259- 1.16% |
$14.8K - $17K
|
22.1K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-259- 1.62% |
$14.8K - $17K
|
15.7K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-272- 1.45% |
$15.6K - $17.9K
|
18.5K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-273- 1.89% |
$15.6K - $18K
|
14.1K
$930K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-275- 10.68% |
$15.7K - $18.1K
|
2.3K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-275- 19.57% |
$15.7K - $18.1K
|
1.13K
$74.3K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-276- 3.68% |
$15.8K - $18.2K
|
7.23K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-279- 7.17% |
$16K - $18.4K
|
3.61K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-279- 0.8% |
$16K - $18.4K
|
34.6K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-284- 0.12% |
$16.2K - $18.7K
|
234K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-288- 2.28% |
$16.5K - $19K
|
12.4K
$813K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-288- 5.17% |
$16.5K - $19K
|
5.28K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-290- 4.11% |
$16.6K - $19.1K
|
6.76K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-290- 0.88% |
$16.6K - $19.1K
|
32.6K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-291- 0.45% |
$16.6K - $19.1K
|
64.3K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-292- 0.11% |
$16.7K - $19.2K
|
277K
$18.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-294- 0.34% |
$16.8K - $19.3K
|
87.2K
$5.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-297- 1.55% |
$17K - $19.5K
|
18.8K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 0.68% |
$17.2K - $19.7K
|
43.6K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-300- 1.79% |
$17.2K - $19.7K
|
16.5K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-302- 1.39% |
$17.3K - $19.9K
|
21.5K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-306- 1.28% |
$17.5K - $20.1K
|
23.6K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-307- 2.58% |
$17.6K - $20.2K
|
11.6K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-308- 0.94% |
$17.6K - $20.3K
|
32.5K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-309- 0.86% |
$17.7K - $20.3K
|
35.8K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-310- 7.92% |
$17.7K - $20.4K
|
3.61K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-312- 0.37% |
$17.8K - $20.5K
|
83.6K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-313- 3.38% |
$17.9K - $20.6K
|
8.95K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-314- 0.49% |
$18K - $20.7K
|
63.9K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-317- 2.87% |
$18.1K - $20.9K
|
10.7K
$705K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-324- 0.81% |
$18.5K - $21.3K
|
39.7K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-326- 1.25% |
$18.7K - $21.5K
|
25.7K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-330- 4.53% |
$18.9K - $21.7K
|
6.95K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-332- 1.61% |
$19K - $21.8K
|
20.3K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-333- 0.05% |
$19.1K - $21.9K
|
698K
$45.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-335- 55.46% |
$19.2K - $22K
|
269
$17.7K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-335- 3.98% |
$19.2K - $22K
|
8.09K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-336- 0.23% |
$19.2K - $22.1K
|
146K
$9.6M
|