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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-253K- 34.76% |
$14.5M - $16.7M
|
475K
$29.9M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-264K- 9.42% |
$15.1M - $17.4M
|
2.54M
$160M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-272K- 51.64% |
$15.6M - $17.9M
|
255K
$16M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-275K- 96.69% |
$15.7M - $18.1M
|
9.4K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-301K- 80.13% |
$17.2M - $19.8M
|
74.8K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-358K- 98.84% |
$20.5M - $23.6M
|
4.19K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-391K- 5.88% |
$22.3M - $25.7M
|
6.25M
$392M
|
|
|
May 15, 2025
Q1 2025
|
Starboard Value LP
New York, NY |
SELL
|
- |
-400K- 10.1% |
$22.9M - $26.3M
|
3.56M
$224M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-409K- 49.7% |
$23.4M - $26.9M
|
414K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-413K- 30.23% |
$23.6M - $27.2M
|
953K
$59.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-416K- 4.63% |
$23.8M - $27.4M
|
8.56M
$538M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-434K- 96.01% |
$24.8M - $28.5M
|
18.1K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-469K- 45.04% |
$26.8M - $30.9M
|
572K
$35.9M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-471K- 94.09% |
$26.9M - $31M
|
29.5K
$1.85M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-497K- 71.83% |
$28.4M - $32.7M
|
195K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-633K- 2.67% |
$36.2M - $41.7M
|
23.1M
$1.45B
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-693K- 33.72% |
$39.6M - $45.6M
|
1.36M
$85.5M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-753K- 95.77% |
$43.1M - $49.5M
|
33.3K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-812K- 4.89% |
$46.4M - $53.4M
|
15.8M
$991M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-909K- 90.05% |
$52M - $59.8M
|
100K
$6.31M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-971K- 26.98% |
$55.5M - $63.9M
|
2.63M
$165M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04M- 2.02% |
$59.3M - $68.3M
|
50.2M
$3.15B
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.2M- 58.53% |
$68.9M - $79.2M
|
853K
$53.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.58M- 98.29% |
$90.3M - $104M
|
27.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.68M- 10.41% |
$153M - $176M
|
23M
$1.45B
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-7.53M- 95.04% |
$431M - $496M
|
393K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.77M- 22.51% |
$502M - $577M
|
30.2M
$1.9B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5M- 41.03% |
$999M - $1.15B
|
25.1M
$1.58B
|