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 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
5.52K+ 1.76% |
$316K - $363K
|
318K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 20.72% |
$315K - $362K
|
32K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.46K+ 3.21% |
$312K - $359K
|
176K
$9.99M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.44KNew |
$311K - $358K
|
5.44K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.38K+ 34.78% |
$308K - $354K
|
20.9K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.37K+ 3.33% |
$307K - $353K
|
167K
$9.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.36K+ 3.34% |
$307K - $353K
|
166K
$9.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.3K+ 1.99% |
$303K - $349K
|
272K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.28K+ 3.97% |
$302K - $347K
|
138K
$7.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.24KNew |
$300K - $345K
|
5.24K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.23K+ 5.12% |
$299K - $344K
|
107K
$6.11M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 33.3% |
$298K - $342K
|
20.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
5KNew |
$286K - $329K
|
5K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.99K+ 3.89% |
$285K - $328K
|
133K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.82K+ 1.69% |
$276K - $317K
|
289K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 3.32% |
$274K - $315K
|
149K
$8.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4.77K+ 2.04% |
$273K - $314K
|
239K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.66K+ 0.68% |
$267K - $307K
|
687K
$39.1M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.66K+ 20.59% |
$266K - $306K
|
27.3K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.6K+ 1.56% |
$263K - $303K
|
300K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 1.88% |
$263K - $303K
|
250K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.52KNew |
$259K - $297K
|
4.52K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.44K+ 21.31% |
$254K - $292K
|
25.3K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
4.43KNew |
$253K - $291K
|
4.43K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
4.42K+ 0.19% |
$253K - $291K
|
2.28M
$130M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.37K+ 3.11% |
$250K - $288K
|
145K
$8.26M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.36K+ 30.36% |
$250K - $287K
|
18.7K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.35KNew |
$249K - $286K
|
4.35K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.3K+ 57.73% |
$246K - $283K
|
11.7K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4.27K+ 2.2% |
$244K - $281K
|
199K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.25K+ 13.23% |
$243K - $280K
|
36.4K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.25K+ 4.84% |
$243K - $279K
|
91.9K
$5.23M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
4.24K+ 10.18% |
$243K - $279K
|
45.9K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.24KNew |
$242K - $279K
|
4.24K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.18K+ 4.3% |
$239K - $275K
|
101K
$5.78M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.17K+ 27.45% |
$239K - $275K
|
19.4K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.16K+ 1.75% |
$238K - $274K
|
242K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.15K+ 6.31% |
$238K - $273K
|
70K
$3.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
4.14KNew |
$237K - $272K
|
4.14K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.1K+ 6.31% |
$234K - $269K
|
69K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.07K+ 50.63% |
$233K - $268K
|
12.1K
$689K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.05K+ 4.5% |
$232K - $266K
|
94.1K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.05K+ 44.35% |
$232K - $266K
|
13.2K
$750K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.05K+ 17.01% |
$231K - $266K
|
27.8K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.01K+ 1.6% |
$229K - $264K
|
254K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4K+ 17.03% |
$229K - $263K
|
27.5K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 10.92% |
$228K - $262K
|
40.5K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$227K - $262K
|
3.98K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
3.97K+ 1.15% |
$227K - $261K
|
348K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$225K
|