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 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-975- 8.99% |
$55.8K - $64.2K
|
9.87K
$649K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-984- 1.9% |
$56.3K - $64.7K
|
50.8K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-988- 1.7% |
$56.5K - $65K
|
57K
$3.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.01K- 4.96% |
$57.6K - $66.3K
|
19.3K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 59.24% |
$57.8K - $66.5K
|
695
$45.7K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.01K- 1.37% |
$57.8K - $66.5K
|
72.8K
$4.79M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 7.0% |
$58.1K - $66.9K
|
13.5K
$888K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.02K- 6.36% |
$58.2K - $67K
|
15K
$986K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.02K- 1.98% |
$58.5K - $67.2K
|
50.5K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.03K- 19.76% |
$59.1K - $68K
|
4.2K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.05K- 8.76% |
$60K - $69K
|
10.9K
$719K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.05K- 20.97% |
$60.3K - $69.4K
|
3.97K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.05K- 1.71% |
$60.3K - $69.4K
|
60.6K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-1.07K- 10.59% |
$61.3K - $70.5K
|
9.05K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.08K- 7.7% |
$61.6K - $70.8K
|
12.9K
$849K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.08K- 2.44% |
$61.8K - $71.1K
|
43.2K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.08K- 15.45% |
$62K - $71.3K
|
5.93K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-1.09K- 30.31% |
$62.4K - $71.7K
|
2.51K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.1K- 2.7% |
$62.7K - $72.1K
|
39.5K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.1K- 5.88% |
$63K - $72.5K
|
17.6K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 5.81% |
$64.4K - $74K
|
18.2K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.13K- 12.65% |
$64.8K - $74.6K
|
7.82K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.14K- 27.14% |
$65K - $74.7K
|
3.05K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-1.14K- 0.52% |
$65K - $74.8K
|
216K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.14K- 9.99% |
$65.1K - $74.9K
|
10.3K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 0.29% |
$65.6K - $75.5K
|
390K
$25.7M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 2.87% |
$66.1K - $76.1K
|
39.1K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 5.57% |
$66.3K - $76.3K
|
19.6K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.16K- 0.12% |
$66.6K - $76.6K
|
989K
$65.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 8.37% |
$66.6K - $76.7K
|
12.8K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.18K- 1.67% |
$67.7K - $77.8K
|
69.6K
$4.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.19K- 1.87% |
$67.8K - $78K
|
62.3K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.19K- 9.71% |
$68.1K - $78.3K
|
11.1K
$728K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.2K- 8.03% |
$68.7K - $79K
|
13.7K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.21K- 9.68% |
$69K - $79.4K
|
11.2K
$740K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.22K- 6.08% |
$69.5K - $79.9K
|
18.8K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.22K- 1.83% |
$69.7K - $80.1K
|
65.4K
$4.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.22K- 1.0% |
$69.7K - $80.2K
|
121K
$7.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.26K- 4.66% |
$71.8K - $82.6K
|
25.7K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.27K- 2.18% |
$72.4K - $83.2K
|
56.7K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.27K- 1.18% |
$72.7K - $83.6K
|
107K
$7.02M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.29K- 0.92% |
$73.6K - $84.6K
|
139K
$9.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.29K- 2.99% |
$73.7K - $84.8K
|
41.7K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.29K- 1.88% |
$73.8K - $84.9K
|
67.2K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.31K- 7.71% |
$74.9K - $86.1K
|
15.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.33K- 2.72% |
$75.9K - $87.3K
|
47.5K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.33K- 12.3% |
$76K - $87.4K
|
9.47K
$623K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-1.35K- 10.35% |
$77.2K - $88.8K
|
11.7K
$769K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.36K- 8.88% |
$78K - $89.7K
|
14K
$920K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.36K- 5.3% |
$78K - $89.8K
|
24.4K
$1.6M
|