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 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-39K- 6.36% |
$2.23M - $2.56M
|
574K
$37.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-39.6K- 16.6% |
$2.26M - $2.6M
|
199K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-40.9K- 60.22% |
$2.34M - $2.69M
|
27K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41.8K- 70.11% |
$2.39M - $2.75M
|
17.8K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-44.5K- 5.34% |
$2.55M - $2.93M
|
789K
$51.9M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-46.4K- 68.2% |
$2.65M - $3.05M
|
21.6K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-46.5K- 63.54% |
$2.66M - $3.06M
|
26.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-47K- 86.09% |
$2.69M - $3.09M
|
7.6K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.1K- 18.66% |
$2.75M - $3.17M
|
210K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49.4K- 50.07% |
$2.82M - $3.25M
|
49.2K
$3.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-51K- 30.97% |
$2.92M - $3.35M
|
114K
$7.47M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-51.7K- 22.4% |
$2.96M - $3.4M
|
179K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-53.7K- 33.33% |
$3.07M - $3.53M
|
107K
$7.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-54.6K- 2.66% |
$3.12M - $3.59M
|
2M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-55.8K- 8.46% |
$3.19M - $3.67M
|
604K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-56.4K- 37.88% |
$3.23M - $3.71M
|
92.5K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-56.8K- 2.44% |
$3.25M - $3.74M
|
2.27M
$150M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59K- 11.01% |
$3.37M - $3.88M
|
477K
$31.4M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-62.4K- 12.93% |
$3.57M - $4.11M
|
420K
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-62.9K- 32.23% |
$3.6M - $4.14M
|
132K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-63.8K- 15.45% |
$3.65M - $4.2M
|
349K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-64.5K- 26.33% |
$3.69M - $4.25M
|
181K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-64.6K- 44.67% |
$3.7M - $4.25M
|
80K
$5.27M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-66.6K- 2.89% |
$3.81M - $4.38M
|
2.24M
$147M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-69K- 29.73% |
$3.95M - $4.54M
|
163K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70KClosed |
$4.01M - $4.61M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.4K- 60.44% |
$4.03M - $4.63M
|
46.1K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-72.3K- 72.72% |
$4.14M - $4.76M
|
27.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.4K- 75.06% |
$4.26M - $4.9M
|
24.7K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76.3K- 83.58% |
$4.37M - $5.02M
|
15K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.6K- 4.39% |
$4.38M - $5.04M
|
1.67M
$110M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-78.8K- 95.76% |
$4.51M - $5.19M
|
3.49K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-79.1K- 3.39% |
$4.53M - $5.21M
|
2.26M
$148M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-79.6K- 49.79% |
$4.55M - $5.23M
|
80.2K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-79.6K- 32.05% |
$4.55M - $5.24M
|
169K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80.1K- 89.69% |
$4.58M - $5.27M
|
9.21K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-80.5K- 28.11% |
$4.61M - $5.3M
|
206K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-84.3K- 7.71% |
$4.82M - $5.54M
|
1.01M
$66.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-85.6K- 1.73% |
$4.9M - $5.63M
|
4.86M
$320M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-85.7K- 52.11% |
$4.9M - $5.64M
|
78.8K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-87.3K- 69.66% |
$4.99M - $5.74M
|
38K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-89.4K- 7.83% |
$5.12M - $5.88M
|
1.05M
$69.2M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-90.3K- 31.1% |
$5.17M - $5.94M
|
200K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-90.9K- 9.47% |
$5.2M - $5.98M
|
868K
$57.1M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92.6K- 70.2% |
$5.3M - $6.1M
|
39.3K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-95.8K- 74.42% |
$5.48M - $6.3M
|
32.9K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-97.2K- 69.4% |
$5.56M - $6.4M
|
42.9K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-103K- 26.01% |
$5.91M - $6.79M
|
294K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-105K- 34.76% |
$5.99M - $6.89M
|
196K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-110K- 88.41% |
$6.31M - $7.25M
|
14.4K
$950K
|