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 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
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-62.4K- 12.93% |
$3.57M - $4.11M
|
420K
$23.9M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-62.9K- 32.23% |
$3.6M - $4.14M
|
132K
$7.53M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-64.5K- 26.33% |
$3.69M - $4.25M
|
181K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-66.6K- 2.89% |
$3.81M - $4.38M
|
2.24M
$127M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.4K- 60.44% |
$4.03M - $4.63M
|
46.1K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-72.3K- 72.72% |
$4.14M - $4.76M
|
27.1K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76.3K- 83.58% |
$4.37M - $5.02M
|
15K
$854K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.6K- 4.39% |
$4.38M - $5.04M
|
1.67M
$94.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78.8K- 95.76% |
$4.51M - $5.19M
|
3.49K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-79.1K- 3.39% |
$4.53M - $5.21M
|
2.26M
$128M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80.1K- 89.69% |
$4.58M - $5.27M
|
9.21K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-80.5K- 28.11% |
$4.61M - $5.3M
|
206K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-84.3K- 7.71% |
$4.82M - $5.54M
|
1.01M
$57.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-85.6K- 1.73% |
$4.9M - $5.63M
|
4.86M
$277M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-85.7K- 52.11% |
$4.9M - $5.64M
|
78.8K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87.3K- 69.66% |
$4.99M - $5.74M
|
38K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-89.4K- 7.83% |
$5.12M - $5.88M
|
1.05M
$59.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-90.9K- 9.47% |
$5.2M - $5.98M
|
868K
$49.4M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92.6K- 70.2% |
$5.3M - $6.1M
|
39.3K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-95.8K- 74.42% |
$5.48M - $6.3M
|
32.9K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-97.2K- 69.4% |
$5.56M - $6.4M
|
42.9K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-103K- 26.01% |
$5.91M - $6.79M
|
294K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-110K- 88.41% |
$6.31M - $7.25M
|
14.4K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-111K- 48.11% |
$6.34M - $7.29M
|
120K
$6.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-118K- 24.61% |
$6.77M - $7.78M
|
362K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119K- 26.6% |
$6.81M - $7.83M
|
328K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-120K- 13.77% |
$6.89M - $7.93M
|
754K
$42.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-122K- 1.32% |
$6.97M - $8.02M
|
9.12M
$519M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-124K- 30.95% |
$7.07M - $8.13M
|
276K
$15.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-135K- 95.6% |
$7.71M - $8.87M
|
6.2K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-145K- 86.4% |
$8.27M - $9.51M
|
22.8K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-155K- 12.03% |
$8.84M - $10.2M
|
1.13M
$64.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-183K- 74.52% |
$10.5M - $12.1M
|
62.6K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-207K- 18.88% |
$11.9M - $13.7M
|
892K
$50.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-213K- 96.34% |
$12.2M - $14M
|
8.1K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-253K- 34.76% |
$14.5M - $16.7M
|
475K
$27.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-272K- 51.64% |
$15.6M - $17.9M
|
255K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-301K- 80.13% |
$17.2M - $19.8M
|
74.8K
$4.26M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-409K- 49.7% |
$23.4M - $26.9M
|
414K
$23.6M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-693K- 33.72% |
$39.6M - $45.6M
|
1.36M
$77.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-812K- 4.89% |
$46.4M - $53.4M
|
15.8M
$898M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.2M- 58.53% |
$68.9M - $79.2M
|
853K
$48.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.58M- 98.29% |
$90.3M - $104M
|
27.5K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5M- 41.03% |
$999M - $1.15B
|
25.1M
$1.43B
|