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 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-111K- 32.83% |
$6.32M - $7.27M
|
226K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-111K- 48.11% |
$6.34M - $7.29M
|
120K
$7.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-118K- 24.61% |
$6.77M - $7.78M
|
362K
$23.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119K- 26.6% |
$6.81M - $7.83M
|
328K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-120K- 13.77% |
$6.89M - $7.93M
|
754K
$49.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-122K- 1.32% |
$6.97M - $8.02M
|
9.12M
$600M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-124K- 30.95% |
$7.07M - $8.13M
|
276K
$18.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-135K- 95.6% |
$7.71M - $8.87M
|
6.2K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-138K- 46.78% |
$7.89M - $9.07M
|
157K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-143K- 1.73% |
$8.2M - $9.43M
|
8.14M
$536M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-145K- 86.4% |
$8.27M - $9.51M
|
22.8K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-155K- 12.03% |
$8.84M - $10.2M
|
1.13M
$74.4M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-175K- 38.4% |
$9.99M - $11.5M
|
280K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-183K- 74.52% |
$10.5M - $12.1M
|
62.6K
$4.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-207K- 18.88% |
$11.9M - $13.7M
|
892K
$58.7M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-212K- 14.09% |
$12.1M - $13.9M
|
1.29M
$85M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-213K- 96.34% |
$12.2M - $14M
|
8.1K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-237K- 33.75% |
$13.6M - $15.6M
|
466K
$30.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-253K- 34.76% |
$14.5M - $16.7M
|
475K
$31.3M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-264K- 9.42% |
$15.1M - $17.4M
|
2.54M
$167M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-272K- 51.64% |
$15.6M - $17.9M
|
255K
$16.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-275K- 96.69% |
$15.7M - $18.1M
|
9.4K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-301K- 80.13% |
$17.2M - $19.8M
|
74.8K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-358K- 98.84% |
$20.5M - $23.6M
|
4.19K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-391K- 5.88% |
$22.3M - $25.7M
|
6.25M
$411M
|
|
|
May 15, 2025
Q1 2025
|
Starboard Value LP
New York, NY |
SELL
|
- |
-400K- 10.1% |
$22.9M - $26.3M
|
3.56M
$234M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-409K- 49.7% |
$23.4M - $26.9M
|
414K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-413K- 30.23% |
$23.6M - $27.2M
|
953K
$62.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-416K- 4.63% |
$23.8M - $27.4M
|
8.56M
$563M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-434K- 96.01% |
$24.8M - $28.5M
|
18.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-469K- 45.04% |
$26.8M - $30.9M
|
572K
$37.7M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-471K- 94.09% |
$26.9M - $31M
|
29.5K
$1.94M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-497K- 71.83% |
$28.4M - $32.7M
|
195K
$12.8M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-590K- 70.43% |
$33.7M - $38.8M
|
248K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-633K- 2.67% |
$36.2M - $41.7M
|
23.1M
$1.52B
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-693K- 33.72% |
$39.6M - $45.6M
|
1.36M
$89.6M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-753K- 95.77% |
$43.1M - $49.5M
|
33.3K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-812K- 4.89% |
$46.4M - $53.4M
|
15.8M
$1.04B
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-909K- 90.05% |
$52M - $59.8M
|
100K
$6.61M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-971K- 26.98% |
$55.5M - $63.9M
|
2.63M
$173M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04M- 2.02% |
$59.3M - $68.3M
|
50.2M
$3.3B
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.2M- 58.53% |
$68.9M - $79.2M
|
853K
$56.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.58M- 98.29% |
$90.3M - $104M
|
27.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.68M- 10.41% |
$153M - $176M
|
23M
$1.52B
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-7.53M- 95.04% |
$431M - $496M
|
393K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.77M- 22.51% |
$502M - $577M
|
30.2M
$1.99B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5M- 41.03% |
$999M - $1.15B
|
25.1M
$1.65B
|