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 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.33K- 19.01% |
$191K - $219K
|
14.2K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.38K- 1.08% |
$193K - $222K
|
310K
$19.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.46K- 1.12% |
$198K - $227K
|
306K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 1.58% |
$198K - $228K
|
215K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.49K- 2.51% |
$200K - $230K
|
136K
$8.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.5K- 22.58% |
$200K - $230K
|
12K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.52K- 4.33% |
$201K - $232K
|
77.8K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-3.54K- 3.0% |
$203K - $233K
|
114K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.55K- 21.5% |
$203K - $233K
|
12.9K
$813K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.55K- 0.38% |
$203K - $233K
|
931K
$58.4M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.56K- 1.62% |
$203K - $234K
|
216K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-3.56K- 7.08% |
$204K - $234K
|
46.8K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-3.59K- 1.64% |
$205K - $236K
|
215K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.6K- 25.18% |
$206K - $237K
|
10.7K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.6K- 7.68% |
$206K - $237K
|
43.3K
$2.72M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-3.61K- 1.04% |
$206K - $237K
|
342K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.61K- 0.23% |
$207K - $238K
|
1.56M
$98M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.62K- 2.62% |
$207K - $238K
|
135K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.68K- 6.09% |
$210K - $242K
|
56.6K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.68K- 25.57% |
$211K - $242K
|
10.7K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.7K- 35.0% |
$211K - $243K
|
6.86K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-3.7K- 3.14% |
$212K - $244K
|
114K
$7.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.75K- 3.84% |
$214K - $246K
|
93.7K
$5.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.85K- 6.48% |
$220K - $253K
|
55.5K
$3.48M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.86K- 8.54% |
$221K - $254K
|
41.3K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.87K- 26.08% |
$221K - $255K
|
11K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-3.99K- 3.46% |
$228K - $262K
|
111K
$6.99M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.1K- 7.0% |
$234K - $269K
|
54.4K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-4.14K- 23.73% |
$237K - $272K
|
13.3K
$834K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-4.21K- 3.48% |
$241K - $277K
|
117K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.23K- 7.25% |
$242K - $278K
|
54.1K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.24K- 1.46% |
$243K - $279K
|
287K
$18M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.29K- 4.34% |
$245K - $282K
|
94.4K
$5.93M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.3K- 3.3% |
$246K - $283K
|
126K
$7.91M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.3K- 53.62% |
$246K - $283K
|
3.72K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.36K- 2.7% |
$250K - $287K
|
157K
$9.88M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.36K- 15.03% |
$250K - $287K
|
24.7K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.43K- 26.31% |
$253K - $291K
|
12.4K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.43K- 1.94% |
$253K - $291K
|
223K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.49K- 0.97% |
$257K - $296K
|
457K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-4.54K- 4.99% |
$260K - $299K
|
86.5K
$5.43M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.56K- 8.81% |
$261K - $300K
|
47.2K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-4.56K- 12.03% |
$261K - $300K
|
33.4K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-4.63K- 1.08% |
$265K - $305K
|
423K
$26.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.67K- 12.99% |
$267K - $307K
|
31.3K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.69K- 3.66% |
$268K - $309K
|
124K
$7.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4.72K- 5.91% |
$270K - $311K
|
75.3K
$4.72M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-4.79K- 16.3% |
$274K - $315K
|
24.6K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.84K- 2.22% |
$277K - $318K
|
213K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.93K- 7.85% |
$282K - $324K
|
57.9K
$3.63M
|