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 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.05K- 20.97% |
$60.3K - $69.4K
|
3.97K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.05K- 1.71% |
$60.3K - $69.4K
|
60.6K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-1.07K- 10.59% |
$61.3K - $70.5K
|
9.05K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.08K- 7.7% |
$61.6K - $70.8K
|
12.9K
$810K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.08K- 2.44% |
$61.8K - $71.1K
|
43.2K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.08K- 15.45% |
$62K - $71.3K
|
5.93K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-1.09K- 30.31% |
$62.4K - $71.7K
|
2.51K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.1K- 2.7% |
$62.7K - $72.1K
|
39.5K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.1K- 5.88% |
$63K - $72.5K
|
17.6K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 5.81% |
$64.4K - $74K
|
18.2K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.13K- 12.65% |
$64.8K - $74.6K
|
7.82K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.14K- 27.14% |
$65K - $74.7K
|
3.05K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-1.14K- 0.52% |
$65K - $74.8K
|
216K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.14K- 9.99% |
$65.1K - $74.9K
|
10.3K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 0.29% |
$65.6K - $75.5K
|
390K
$24.5M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 2.87% |
$66.1K - $76.1K
|
39.1K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 5.57% |
$66.3K - $76.3K
|
19.6K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.16K- 0.12% |
$66.6K - $76.6K
|
989K
$62.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 8.37% |
$66.6K - $76.7K
|
12.8K
$801K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.18K- 1.67% |
$67.7K - $77.8K
|
69.6K
$4.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.19K- 1.87% |
$67.8K - $78K
|
62.3K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.19K- 9.71% |
$68.1K - $78.3K
|
11.1K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.2K- 8.03% |
$68.7K - $79K
|
13.7K
$863K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.21K- 9.68% |
$69K - $79.4K
|
11.2K
$706K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.22K- 6.08% |
$69.5K - $79.9K
|
18.8K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.22K- 1.83% |
$69.7K - $80.1K
|
65.4K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.22K- 1.0% |
$69.7K - $80.2K
|
121K
$7.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.26K- 4.66% |
$71.8K - $82.6K
|
25.7K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.27K- 2.18% |
$72.4K - $83.2K
|
56.7K
$3.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.27K- 1.18% |
$72.7K - $83.6K
|
107K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.29K- 0.92% |
$73.6K - $84.6K
|
139K
$8.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.29K- 2.99% |
$73.7K - $84.8K
|
41.7K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.29K- 1.88% |
$73.8K - $84.9K
|
67.2K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.31K- 7.71% |
$74.9K - $86.1K
|
15.7K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.33K- 2.72% |
$75.9K - $87.3K
|
47.5K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.33K- 12.3% |
$76K - $87.4K
|
9.47K
$595K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-1.35K- 10.35% |
$77.2K - $88.8K
|
11.7K
$734K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.36K- 8.88% |
$78K - $89.7K
|
14K
$878K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.36K- 5.3% |
$78K - $89.8K
|
24.4K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.37K- 12.7% |
$78.2K - $89.9K
|
9.4K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.37K- 8.42% |
$78.5K - $90.3K
|
14.9K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.38K- 23.09% |
$78.9K - $90.7K
|
4.59K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.38K- 2.45% |
$78.9K - $90.8K
|
54.9K
$3.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.4K- 1.59% |
$80.3K - $92.4K
|
86.9K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.41K- 1.95% |
$80.7K - $92.8K
|
70.9K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.42K- 1.33% |
$81.2K - $93.4K
|
105K
$6.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.42K- 1.4% |
$81.3K - $93.5K
|
100K
$6.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 4.28% |
$81.5K - $93.8K
|
31.8K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.43K- 39.64% |
$81.5K - $93.8K
|
2.17K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.44K- 21.83% |
$82.6K - $94.9K
|
5.17K
$324K
|