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 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10.5K- 2.02% |
$601K - $692K
|
510K
$33.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10.7K- 34.05% |
$609K - $701K
|
20.6K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-11K- 10.34% |
$631K - $725K
|
95.5K
$6.28M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-11K- 10.88% |
$631K - $726K
|
90.4K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11K- 72.51% |
$632K - $727K
|
4.19K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.1K- 2.77% |
$633K - $728K
|
388K
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.3K- 0.88% |
$645K - $742K
|
1.27M
$83.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 16.54% |
$646K - $743K
|
57K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 6.75% |
$658K - $757K
|
159K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-11.8K- 2.46% |
$677K - $778K
|
470K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-12K- 11.99% |
$688K - $791K
|
88.2K
$5.8M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-12.2K- 2.86% |
$699K - $804K
|
414K
$27.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-12.3K- 13.46% |
$703K - $808K
|
79K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 3.03% |
$703K - $808K
|
393K
$25.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.3K- 3.18% |
$705K - $811K
|
375K
$24.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-12.4K- 13.8% |
$709K - $815K
|
77.4K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.4K- 75.05% |
$710K - $817K
|
4.13K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.6K- 2.02% |
$723K - $832K
|
614K
$40.4M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.7K- 0.98% |
$727K - $836K
|
1.28M
$84.4M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-12.9K- 16.32% |
$739K - $849K
|
66.2K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13K- 1.88% |
$742K - $854K
|
679K
$44.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 35.17% |
$748K - $860K
|
24.1K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.1K- 0.25% |
$748K - $860K
|
5.24M
$345M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 2.5% |
$760K - $874K
|
519K
$34.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.4K- 22.84% |
$764K - $879K
|
45.1K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-13.7K- 17.57% |
$785K - $903K
|
64.4K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 9.96% |
$795K - $914K
|
126K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-13.9K- 0.48% |
$798K - $918K
|
2.86M
$188M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.1K- 10.38% |
$807K - $928K
|
122K
$8.01M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-14.1K- 14.31% |
$808K - $930K
|
84.6K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.5K- 14.96% |
$828K - $952K
|
82.2K
$5.41M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.6K- 5.61% |
$836K - $961K
|
246K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-14.8K- 47.74% |
$845K - $972K
|
16.2K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-14.8K- 13.76% |
$850K - $977K
|
93K
$6.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-15K- 62.9% |
$856K - $984K
|
8.82K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-15.2K- 42.41% |
$867K - $997K
|
20.6K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 4.9% |
$875K - $1.01M
|
297K
$19.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-15.3K- 1.13% |
$877K - $1.01M
|
1.35M
$88.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-15.4K- 5.05% |
$879K - $1.01M
|
289K
$19M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-15.9K- 8.45% |
$911K - $1.05M
|
172K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-16.3K- 10.77% |
$933K - $1.07M
|
135K
$8.89M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16.6K- 9.95% |
$950K - $1.09M
|
150K
$9.88M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-17.7K- 16.67% |
$1.01M - $1.17M
|
88.6K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-17.8K- 59.24% |
$1.02M - $1.17M
|
12.3K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-18.1K- 10.23% |
$1.04M - $1.19M
|
159K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.1K- 1.83% |
$1.04M - $1.19M
|
974K
$64.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 13.63% |
$1.06M - $1.22M
|
118K
$7.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-19K- 4.36% |
$1.09M - $1.25M
|
418K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 14.88% |
$1.09M - $1.26M
|
109K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.4K- 5.11% |
$1.11M - $1.27M
|
360K
$23.7M
|