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 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.76K- 7.85% |
$444K - $511K
|
91.2K
$5.73M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.78K- 68.89% |
$445K - $512K
|
3.51K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.81K- 1.24% |
$447K - $514K
|
621K
$39M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.86K- 1.98% |
$450K - $517K
|
389K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.96K- 5.16% |
$455K - $524K
|
146K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-7.97K- 11.91% |
$456K - $525K
|
59K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.13K- 10.37% |
$465K - $535K
|
70.2K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.17K- 2.41% |
$467K - $537K
|
330K
$20.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.23K- 6.84% |
$471K - $541K
|
112K
$7.04M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.32K- 15.6% |
$476K - $548K
|
45K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-8.32K- 19.79% |
$476K - $548K
|
33.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8.46K- 5.74% |
$484K - $557K
|
139K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-8.47K- 3.1% |
$484K - $557K
|
264K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-8.47K- 4.61% |
$485K - $557K
|
175K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-8.55K- 5.8% |
$489K - $563K
|
139K
$8.72M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.63K- 5.95% |
$494K - $568K
|
136K
$8.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.68K- 58.41% |
$497K - $571K
|
6.18K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.83K- 13.67% |
$505K - $581K
|
55.7K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-8.89K- 9.76% |
$509K - $585K
|
82.2K
$5.16M
|
|
|
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
$46.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.23K- 25.16% |
$528K - $607K
|
27.5K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.4K- 8.55% |
$538K - $618K
|
100K
$6.31M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.6K- 11.79% |
$549K - $632K
|
71.8K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.6K- 51.0% |
$549K - $632K
|
9.23K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-9.66K- 76.45% |
$553K - $636K
|
2.98K
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-9.93K- 5.89% |
$568K - $653K
|
159K
$9.97M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-10K- 4.59% |
$572K - $658K
|
208K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10K- 0.88% |
$573K - $659K
|
1.13M
$71.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.1K- 0.14% |
$576K - $663K
|
6.99M
$439M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10.2K- 4.04% |
$583K - $670K
|
242K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.2K- 12.06% |
$585K - $673K
|
74.5K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.3K- 0.91% |
$588K - $676K
|
1.12M
$70.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.3K- 4.36% |
$591K - $679K
|
226K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-10.4K- 21.51% |
$595K - $684K
|
37.9K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10.4K- 7.12% |
$598K - $688K
|
136K
$8.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10.5K- 2.02% |
$601K - $692K
|
510K
$32M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.7K- 34.05% |
$609K - $701K
|
20.6K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-11K- 10.34% |
$631K - $725K
|
95.5K
$6M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11K- 72.51% |
$632K - $727K
|
4.19K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.1K- 2.77% |
$633K - $728K
|
388K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.3K- 0.88% |
$645K - $742K
|
1.27M
$80M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$646K - $743K
|
57K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 6.75% |
$658K - $757K
|
159K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-11.8K- 2.46% |
$677K - $778K
|
470K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-12K- 11.99% |
$688K - $791K
|
88.2K
$5.54M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-12.2K- 2.86% |
$699K - $804K
|
414K
$26M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-12.3K- 13.46% |
$703K - $808K
|
79K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 3.03% |
$703K - $808K
|
393K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.3K- 3.18% |
$705K - $811K
|
375K
$23.6M
|