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 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.97K- 24.3% |
$112K - $129K
|
6.12K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 3.21% |
$113K - $130K
|
59.4K
$3.91M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.97K- 3.98% |
$113K - $130K
|
47.6K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.01K- 11.1% |
$115K - $132K
|
16.1K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 7.25% |
$115K - $132K
|
25.7K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 3.0% |
$116K - $133K
|
65.3K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.03K- 8.47% |
$116K - $134K
|
22K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-2.07K- 2.4% |
$118K - $136K
|
84.2K
$5.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.08K- 1.75% |
$119K - $137K
|
117K
$7.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.13K- 3.35% |
$122K - $140K
|
61.3K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.13K- 4.17% |
$122K - $140K
|
49.1K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.13K- 12.16% |
$122K - $140K
|
15.4K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.18K- 17.65% |
$124K - $143K
|
10.1K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.07% |
$125K - $143K
|
202K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.21K- 7.29% |
$127K - $146K
|
28.1K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.23K- 0.56% |
$128K - $147K
|
398K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.23K- 2.46% |
$128K - $147K
|
88.4K
$5.81M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2.23K- 26.62% |
$128K - $147K
|
6.15K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2.24K- 24.74% |
$128K - $147K
|
6.82K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-2.26K- 3.34% |
$129K - $149K
|
65.4K
$4.3M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.28K- 5.4% |
$130K - $150K
|
39.9K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.69% |
$132K - $152K
|
83.2K
$5.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.3K- 27.92% |
$132K - $152K
|
5.95K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 9.81% |
$133K - $153K
|
21.4K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.35K- 10.07% |
$135K - $155K
|
21K
$1.38M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.36K- 2.79% |
$135K - $155K
|
82.3K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.37K- 12.54% |
$136K - $156K
|
16.5K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 0.61% |
$137K - $157K
|
387K
$25.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.41K- 5.42% |
$138K - $159K
|
42.1K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.44K- 3.7% |
$139K - $160K
|
63.3K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.44K- 3.45% |
$139K - $160K
|
68.3K
$4.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.44K- 4.03% |
$139K - $160K
|
58.1K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.47K- 5.73% |
$142K - $163K
|
40.7K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.48K- 9.05% |
$142K - $163K
|
24.9K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.49K- 2.06% |
$142K - $164K
|
119K
$7.8M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.5K- 2.81% |
$143K - $165K
|
86.5K
$5.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.5K- 6.14% |
$143K - $165K
|
38.3K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.56K- 16.15% |
$147K - $169K
|
13.3K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.61K- 6.85% |
$149K - $172K
|
35.4K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 3.74% |
$150K - $173K
|
67.6K
$4.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.67K- 1.51% |
$153K - $176K
|
174K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.68K- 6.69% |
$153K - $177K
|
37.4K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.7K- 99.89% |
$155K - $178K
|
3
$197
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.71K- 8.42% |
$155K - $178K
|
29.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.71K- 4.6% |
$155K - $178K
|
56.2K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.79K- 4.23% |
$159K - $183K
|
63.1K
$4.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.81K- 13.02% |
$161K - $185K
|
18.8K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.83K- 22.07% |
$162K - $186K
|
9.98K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-2.89K- 17.56% |
$165K - $190K
|
13.6K
$892K
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-2.93K- 8.43% |
$168K - $193K
|
31.9K
$2.1M
|