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 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 1.4% |
$4.86K - $5.59K
|
6K
$349K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-94- 0.8% |
$5.38K - $6.19K
|
11.6K
$677K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-100- 0.94% |
$5.72K - $6.58K
|
10.5K
$612K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-108- 0.16% |
$6.18K - $7.11K
|
67.2K
$3.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-114- 0.74% |
$6.52K - $7.5K
|
15.4K
$895K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-114- 0.46% |
$6.52K - $7.5K
|
24.4K
$1.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-115- 0.41% |
$6.58K - $7.57K
|
27.8K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-138- 0.65% |
$7.89K - $9.08K
|
21.2K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-143- 1.04% |
$8.18K - $9.41K
|
13.6K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-177- 0.95% |
$10.1K - $11.6K
|
18.5K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-180- 4.95% |
$10.3K - $11.8K
|
3.46K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-192- 3.77% |
$11K - $12.6K
|
4.9K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-205- 1.7% |
$11.7K - $13.5K
|
11.9K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 0.27% |
$13.2K - $15.2K
|
84K
$4.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 10.06% |
$13.4K - $15.5K
|
2.1K
$122K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-252- 1.41% |
$14.4K - $16.6K
|
17.7K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-273- 1.89% |
$15.6K - $18K
|
14.1K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-308- 0.94% |
$17.6K - $20.3K
|
32.5K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-314- 0.49% |
$18K - $20.7K
|
63.9K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-338- 8.1% |
$19.3K - $22.2K
|
3.84K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-350- 1.39% |
$20K - $23K
|
24.9K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-403- 1.56% |
$23.1K - $26.5K
|
25.4K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-471- 11.21% |
$26.9K - $31K
|
3.73K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-484- 0.77% |
$27.7K - $31.8K
|
62.3K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-491- 0.74% |
$28.1K - $32.3K
|
65.7K
$3.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-495- 16.81% |
$28.3K - $32.6K
|
2.45K
$143K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-538- 5.57% |
$30.8K - $35.4K
|
9.12K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-571- 1.17% |
$32.7K - $37.6K
|
48.3K
$2.81M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-574- 4.75% |
$32.8K - $37.8K
|
11.5K
$669K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-655- 2.43% |
$37.5K - $43.1K
|
26.4K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-666- 12.81% |
$38.1K - $43.8K
|
4.54K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-721- 6.27% |
$41.2K - $47.4K
|
10.8K
$627K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-728- 0.79% |
$41.6K - $47.9K
|
91.3K
$5.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-769- 3.77% |
$44K - $50.6K
|
19.6K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-839- 2.07% |
$48K - $55.2K
|
39.8K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-885- 3.58% |
$50.6K - $58.2K
|
23.8K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-949- 4.93% |
$54.3K - $62.4K
|
18.3K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-955- 9.23% |
$54.6K - $62.8K
|
9.39K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 7.0% |
$58.1K - $66.9K
|
13.5K
$786K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.02K- 1.98% |
$58.5K - $67.2K
|
50.5K
$2.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 8.37% |
$66.6K - $76.7K
|
12.8K
$743K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.27K- 1.18% |
$72.7K - $83.6K
|
107K
$6.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.29K- 2.99% |
$73.7K - $84.8K
|
41.7K
$2.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-1.35K- 10.35% |
$77.2K - $88.8K
|
11.7K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.42K- 1.4% |
$81.3K - $93.5K
|
100K
$5.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.43K- 4.28% |
$81.5K - $93.8K
|
31.8K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.7K- 1.24% |
$97.3K - $112K
|
136K
$7.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 1.98% |
$98.2K - $113K
|
85K
$4.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.3K- 2.69% |
$132K - $152K
|
83.2K
$4.85M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.36K- 2.79% |
$135K - $155K
|
82.3K
$4.79M
|