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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-494- 2.69% |
$28.3K - $32.5K
|
17.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-494- 1.3% |
$28.3K - $32.5K
|
37.5K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-495- 16.81% |
$28.3K - $32.6K
|
2.45K
$161K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-495- 3.2% |
$28.3K - $32.6K
|
15K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-496- 4.27% |
$28.4K - $32.6K
|
11.1K
$732K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-497- 12.0% |
$28.4K - $32.7K
|
3.65K
$240K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-500- 7.67% |
$28.6K - $32.9K
|
6.02K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-510- 7.67% |
$29.2K - $33.6K
|
6.14K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-515- 2.2% |
$29.5K - $33.9K
|
22.8K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-521- 2.33% |
$29.8K - $34.3K
|
21.9K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-523- 9.42% |
$29.9K - $34.4K
|
5.03K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-527- 5.03% |
$30.1K - $34.7K
|
9.96K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-531- 4.5% |
$30.4K - $34.9K
|
11.3K
$740K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-538- 5.57% |
$30.8K - $35.4K
|
9.12K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-541- 6.14% |
$31K - $35.6K
|
8.27K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-557- 12.91% |
$31.9K - $36.7K
|
3.76K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-561- 10.75% |
$32.1K - $36.9K
|
4.66K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-569- 0.36% |
$32.6K - $37.4K
|
158K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 1.17% |
$32.7K - $37.6K
|
48.3K
$3.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-573- 1.23% |
$32.8K - $37.7K
|
46.2K
$3.04M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-574- 4.75% |
$32.8K - $37.8K
|
11.5K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-575- 5.2% |
$32.9K - $37.8K
|
10.5K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-576- 13.03% |
$33K - $37.9K
|
3.85K
$253K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-576- 6.86% |
$33K - $37.9K
|
7.82K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-578- 1.28% |
$33.1K - $38K
|
44.4K
$2.92M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-582- 11.5% |
$33.3K - $38.3K
|
4.48K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-585- 0.89% |
$33.5K - $38.5K
|
65.5K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-593- 2.48% |
$33.9K - $39K
|
23.3K
$1.53M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-598- 1.72% |
$34.2K - $39.3K
|
34.2K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-605- 6.8% |
$34.6K - $39.8K
|
8.3K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-625- 10.5% |
$35.8K - $41.1K
|
5.33K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-626- 2.81% |
$35.8K - $41.2K
|
21.6K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-629- 12.88% |
$36K - $41.4K
|
4.26K
$280K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-632- 1.42% |
$36.2K - $41.6K
|
43.8K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-635- 9.44% |
$36.3K - $41.8K
|
6.09K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-640- 1.31% |
$36.6K - $42.1K
|
48.4K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-646- 52.99% |
$37K - $42.5K
|
573
$37.7K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-650- 7.87% |
$37.2K - $42.8K
|
7.61K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-653- 0.82% |
$37.4K - $43K
|
78.6K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-654- 11.52% |
$37.4K - $43K
|
5.02K
$330K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-655- 2.43% |
$37.5K - $43.1K
|
26.4K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-656- 9.11% |
$37.5K - $43.2K
|
6.55K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-661- 4.69% |
$37.8K - $43.5K
|
13.4K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-661- 6.37% |
$37.8K - $43.5K
|
9.71K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-665- 5.34% |
$38K - $43.8K
|
11.8K
$775K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-665- 8.99% |
$38K - $43.8K
|
6.74K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-666- 12.81% |
$38.1K - $43.8K
|
4.54K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-678- 3.64% |
$38.8K - $44.6K
|
17.9K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-681- 7.53% |
$39K - $44.8K
|
8.36K
$550K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-683- 5.69% |
$39.1K - $44.9K
|
11.3K
$745K
|