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 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-358- 1.0% |
$20.5K - $23.6K
|
35.5K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 2.32% |
$21.1K - $24.3K
|
15.5K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-370- 0.97% |
$21.2K - $24.3K
|
37.8K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-375- 1.84% |
$21.5K - $24.7K
|
20K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-377- 0.84% |
$21.6K - $24.8K
|
44.3K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-380- 1.28% |
$21.7K - $25K
|
29.3K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-381- 6.08% |
$21.8K - $25.1K
|
5.88K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-381- 1.1% |
$21.8K - $25.1K
|
34.3K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-385- 0.48% |
$22K - $25.3K
|
79.9K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-391- 1.54% |
$22.4K - $25.7K
|
25K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-401- 3.13% |
$22.9K - $26.4K
|
12.4K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-401- 0.34% |
$22.9K - $26.4K
|
117K
$7.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-403- 1.56% |
$23.1K - $26.5K
|
25.4K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-406- 0.31% |
$23.2K - $26.7K
|
133K
$8.32M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-408- 1.53% |
$23.3K - $26.8K
|
26.2K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-415- 9.56% |
$23.7K - $27.3K
|
3.93K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-419- 3.77% |
$24K - $27.6K
|
10.7K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 3.69% |
$24.1K - $27.8K
|
11K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-425- 7.23% |
$24.3K - $28K
|
5.46K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-434- 4.55% |
$24.8K - $28.6K
|
9.11K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-437- 1.78% |
$25K - $28.8K
|
24.1K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-441- 0.9% |
$25.2K - $29K
|
48.8K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-444- 11.0% |
$25.4K - $29.2K
|
3.59K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-450- 0.45% |
$25.7K - $29.6K
|
98.6K
$6.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-454- 2.61% |
$26K - $29.9K
|
17K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-459- 1.95% |
$26.3K - $30.2K
|
23K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-464- 9.48% |
$26.5K - $30.5K
|
4.43K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-466- 6.36% |
$26.7K - $30.7K
|
6.86K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-467- 1.18% |
$26.7K - $30.7K
|
39.2K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-470- 2.55% |
$26.9K - $30.9K
|
17.9K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-471- 11.21% |
$26.9K - $31K
|
3.73K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-475- 6.13% |
$27.2K - $31.3K
|
7.28K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-477- 1.19% |
$27.3K - $31.4K
|
39.5K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-480- 4.28% |
$27.5K - $31.6K
|
10.7K
$673K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-484- 0.77% |
$27.7K - $31.8K
|
62.3K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-484- 0.54% |
$27.7K - $31.8K
|
89.3K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-486- 17.65% |
$27.8K - $32K
|
2.27K
$142K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-489- 11.23% |
$28K - $32.2K
|
3.87K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-491- 0.74% |
$28.1K - $32.3K
|
65.7K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-491- 5.06% |
$28.1K - $32.3K
|
9.22K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-492- 6.17% |
$28.1K - $32.4K
|
7.48K
$470K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-492- 8.0% |
$28.1K - $32.4K
|
5.66K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-494- 2.69% |
$28.3K - $32.5K
|
17.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-494- 1.3% |
$28.3K - $32.5K
|
37.5K
$2.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-495- 16.81% |
$28.3K - $32.6K
|
2.45K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-495- 3.2% |
$28.3K - $32.6K
|
15K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-496- 4.27% |
$28.4K - $32.6K
|
11.1K
$698K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-497- 12.0% |
$28.4K - $32.7K
|
3.65K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-510- 7.67% |
$29.2K - $33.6K
|
6.14K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-515- 2.2% |
$29.5K - $33.9K
|
22.8K
$1.43M
|