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 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.43K- 1.94% |
$253K - $291K
|
223K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.49K- 0.97% |
$257K - $296K
|
457K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-4.54K- 4.99% |
$260K - $299K
|
86.5K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-4.56K- 8.81% |
$261K - $300K
|
47.2K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-4.56K- 12.03% |
$261K - $300K
|
33.4K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-4.63K- 1.08% |
$265K - $305K
|
423K
$27.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.67K- 12.99% |
$267K - $307K
|
31.3K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.69K- 3.66% |
$268K - $309K
|
124K
$8.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4.72K- 5.91% |
$270K - $311K
|
75.3K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-4.79K- 16.3% |
$274K - $315K
|
24.6K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.84K- 2.22% |
$277K - $318K
|
213K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.93K- 7.85% |
$282K - $324K
|
57.9K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.97K- 6.09% |
$284K - $327K
|
76.7K
$5.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5.02K- 81.96% |
$287K - $330K
|
1.11K
$72.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.03K- 1.02% |
$288K - $331K
|
486K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-5.08K- 14.44% |
$291K - $334K
|
30.1K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.09K- 38.66% |
$291K - $335K
|
8.07K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.1K- 10.54% |
$292K - $335K
|
43.3K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.13K- 77.68% |
$294K - $338K
|
1.48K
$97K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.14K- 21.29% |
$294K - $338K
|
19K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.23K- 5.58% |
$299K - $344K
|
88.4K
$5.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.26K- 1.02% |
$301K - $346K
|
509K
$33.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.37K- 0.88% |
$307K - $354K
|
606K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-5.43K- 5.78% |
$311K - $357K
|
88.6K
$5.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.44K- 2.23% |
$311K - $358K
|
238K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.48K- 0.2% |
$313K - $360K
|
2.67M
$176M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.5K- 2.87% |
$314K - $362K
|
186K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 0.81% |
$315K - $362K
|
674K
$44.4M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.53K- 9.77% |
$316K - $364K
|
51.1K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 15.03% |
$325K - $374K
|
32.1K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.69K- 0.17% |
$326K - $375K
|
3.39M
$223M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.7K- 1.79% |
$326K - $375K
|
312K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.79K- 13.52% |
$331K - $381K
|
37.1K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.97K- 2.64% |
$342K - $393K
|
220K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6K- 12.3% |
$343K - $395K
|
42.8K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.06K- 12.05% |
$347K - $399K
|
44.2K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6.17K- 14.68% |
$353K - $406K
|
35.9K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-6.18K- 10.34% |
$354K - $407K
|
53.6K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.27K- 0.56% |
$358K - $412K
|
1.11M
$72.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.27K- 6.29% |
$359K - $413K
|
93.5K
$6.15M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.33K- 7.01% |
$362K - $416K
|
83.9K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.37K- 3.45% |
$364K - $419K
|
178K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-6.47K- 8.32% |
$370K - $426K
|
71.3K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-6.5K- 54.17% |
$372K - $428K
|
5.5K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.52K- 18.56% |
$373K - $429K
|
28.6K
$1.88M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.52K- 18.58% |
$373K - $429K
|
28.6K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.57K- 17.29% |
$376K - $432K
|
31.4K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.67K- 2.02% |
$382K - $439K
|
323K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.69K- 3.62% |
$383K - $440K
|
178K
$11.7M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-6.7K- 16.78% |
$383K - $441K
|
33.2K
$2.19M
|