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
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
418+ 10.86% |
$23.9K - $27.5K
|
4.27K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
296+ 2.47% |
$16.9K - $19.5K
|
12.3K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
257+ 0.58% |
$14.7K - $16.9K
|
44.3K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
251+ 0.59% |
$14.4K - $16.5K
|
42.7K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 3.05% |
$14.3K - $16.5K
|
8.46K
$492K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
231+ 2.65% |
$13.2K - $15.2K
|
8.95K
$521K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
198+ 0.45% |
$11.3K - $13K
|
43.8K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
187+ 0.13% |
$10.7K - $12.3K
|
145K
$8.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
180+ 0.99% |
$10.3K - $11.8K
|
18.4K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 2.14% |
$10.3K - $11.8K
|
8.58K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
170+ 2.91% |
$9.73K - $11.2K
|
6.02K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
159+ 1.5% |
$9.1K - $10.5K
|
10.8K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
149+ 87.65% |
$8.52K - $9.8K
|
319
$18.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
146+ 1.26% |
$8.35K - $9.61K
|
11.8K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
112+ 0.1% |
$6.41K - $7.37K
|
111K
$6.48M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
111+ 2.3% |
$6.35K - $7.3K
|
4.94K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
110+ 2.33% |
$6.29K - $7.24K
|
4.84K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
107+ 0.76% |
$6.12K - $7.04K
|
14.1K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
101+ 1.65% |
$5.78K - $6.65K
|
6.24K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
94+ 1.69% |
$5.38K - $6.19K
|
5.64K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
66+ 0.58% |
$3.78K - $4.34K
|
11.4K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
55+ 0.57% |
$3.15K - $3.62K
|
9.64K
$561K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 1.05% |
$2.29K - $2.63K
|
3.87K
$225K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
33+ 0.26% |
$1.89K - $2.17K
|
12.6K
$736K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
31+ 0.87% |
$1.77K - $2.04K
|
3.58K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
28+ 0.25% |
$1.6K - $1.84K
|
11.3K
$660K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.43K - $1.65K
|
13.8K
$802K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.26K - $1.45K
|
10.9K
$637K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 0.04% |
$1.14K - $1.32K
|
47.5K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15+ 0.26% |
$858 - $987
|
5.85K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.27% |
$744 - $855
|
4.85K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7+ 0.05% |
$400 - $461
|
14.6K
$852K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6+ 0.12% |
$343 - $395
|
4.83K
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
6+ 0.05% |
$343 - $395
|
11.7K
$682K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.07% |
$229 - $263
|
5.52K
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.26% |
$114 - $132
|
776
$45.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$57.2 - $65.8
|
1.28K
$74.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
4.25K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65.8
|
4.76K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$57.2 - $65.8
|
152
$8.85K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-8- 0.04% |
$458 - $526
|
21.3K
$1.24M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-13- 0.12% |
$744 - $855
|
11.2K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.19% |
$1.14K - $1.32K
|
10.2K
$596K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 0.29% |
$2.86K - $3.29K
|
17K
$989K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-51- 0.43% |
$2.92K - $3.36K
|
11.7K
$681K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.59% |
$3.09K - $3.55K
|
9.14K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-61- 0.76% |
$3.49K - $4.01K
|
7.95K
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-62- 0.55% |
$3.55K - $4.08K
|
11.3K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-73- 1.27% |
$4.18K - $4.8K
|
5.68K
$331K
|