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 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.01K- 7.77% |
$401K - $461K
|
83.2K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-7.06K- 96.45% |
$404K - $464K
|
260
$17.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-7.09K- 8.6% |
$406K - $467K
|
75.4K
$4.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-7.21K- 30.3% |
$412K - $474K
|
16.6K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-7.28K- 2.22% |
$416K - $479K
|
320K
$21M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-7.3K- 8.28% |
$417K - $480K
|
80.8K
$5.31M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.31K- 5.54% |
$418K - $481K
|
125K
$8.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.32K- 1.86% |
$419K - $481K
|
386K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.33K- 0.35% |
$419K - $482K
|
2.07M
$136M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.38K- 4.82% |
$422K - $485K
|
146K
$9.57M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-7.47K- 13.77% |
$427K - $492K
|
46.8K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-7.51K- 8.36% |
$429K - $494K
|
82.3K
$5.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.68K- 21.93% |
$439K - $505K
|
27.3K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.76K- 7.85% |
$444K - $511K
|
91.2K
$6M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.78K- 68.89% |
$445K - $512K
|
3.51K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.81K- 1.24% |
$447K - $514K
|
621K
$40.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.86K- 1.98% |
$450K - $517K
|
389K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.96K- 5.16% |
$455K - $524K
|
146K
$9.63M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-7.97K- 11.91% |
$456K - $525K
|
59K
$3.88M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.08K- 13.89% |
$462K - $532K
|
50.1K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.13K- 10.37% |
$465K - $535K
|
70.2K
$4.62M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.17K- 2.41% |
$467K - $537K
|
330K
$21.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.23K- 6.84% |
$471K - $541K
|
112K
$7.37M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.32K- 15.6% |
$476K - $548K
|
45K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-8.32K- 19.79% |
$476K - $548K
|
33.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8.46K- 5.74% |
$484K - $557K
|
139K
$9.14M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-8.47K- 3.1% |
$484K - $557K
|
264K
$17.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-8.47K- 4.61% |
$485K - $557K
|
175K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-8.55K- 5.8% |
$489K - $563K
|
139K
$9.14M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.63K- 5.95% |
$494K - $568K
|
136K
$8.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 58.41% |
$497K - $571K
|
6.18K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.83K- 13.67% |
$505K - $581K
|
55.7K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.89K- 9.76% |
$509K - $585K
|
82.2K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.95KClosed |
$512K - $589K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.21K- 1.23% |
$527K - $606K
|
738K
$48.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.23K- 25.16% |
$528K - $607K
|
27.5K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.4K- 8.55% |
$538K - $618K
|
100K
$6.61M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.6K- 11.79% |
$549K - $632K
|
71.8K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.6K- 51.0% |
$549K - $632K
|
9.23K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-9.66K- 76.45% |
$553K - $636K
|
2.98K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-9.93K- 5.89% |
$568K - $653K
|
159K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10K- 4.59% |
$572K - $658K
|
208K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10K- 0.88% |
$573K - $659K
|
1.13M
$74.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 0.14% |
$576K - $663K
|
6.99M
$460M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10.2K- 4.04% |
$583K - $670K
|
242K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.2K- 12.06% |
$585K - $673K
|
74.5K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.3K- 0.91% |
$588K - $676K
|
1.12M
$73.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.3K- 4.36% |
$591K - $679K
|
226K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-10.4K- 21.51% |
$595K - $684K
|
37.9K
$2.5M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.4K- 7.12% |
$598K - $688K
|
136K
$8.96M
|