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
|
Asio Capital, LLC
|
BUY
|
- |
3.96KNew |
$226K - $260K
|
3.96K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.92K+ 7.38% |
$224K - $258K
|
57K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.84KNew |
$220K - $253K
|
3.84K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.83K+ 16.81% |
$219K - $252K
|
26.6K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.81K+ 46.76% |
$218K - $251K
|
12K
$680K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.7KNew |
$212K - $243K
|
3.7K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.68K+ 4.41% |
$211K - $242K
|
87.1K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.68KNew |
$211K - $242K
|
3.68K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.68K+ 5.65% |
$210K - $242K
|
68.7K
$3.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.66K+ 66.19% |
$210K - $241K
|
9.2K
$523K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.64K+ 25.88% |
$208K - $240K
|
17.7K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.59K+ 8.6% |
$205K - $236K
|
45.4K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.58KNew |
$205K - $235K
|
3.58K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.57KNew |
$204K - $235K
|
3.57K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.54K+ 1.97% |
$202K - $233K
|
183K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.52KNew |
$202K - $232K
|
3.52K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.52K+ 9.71% |
$201K - $232K
|
39.8K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 11.04% |
$201K - $231K
|
35.3K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
3.49K+ 1.18% |
$200K - $230K
|
299K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.47K+ 8.98% |
$198K - $228K
|
42.1K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.44K+ 13.85% |
$197K - $227K
|
28.3K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.41K+ 15.24% |
$195K - $224K
|
25.8K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.36K+ 1.43% |
$192K - $221K
|
238K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 48.24% |
$189K - $217K
|
10.1K
$576K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3.26K+ 1.17% |
$187K - $215K
|
281K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.26K+ 1.12% |
$186K - $214K
|
294K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.25K+ 1.67% |
$186K - $214K
|
197K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.23K+ 4.99% |
$185K - $212K
|
67.9K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.2K+ 4.01% |
$183K - $211K
|
83K
$4.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.14K+ 17.84% |
$180K - $207K
|
20.8K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.1K+ 47.26% |
$177K - $204K
|
9.67K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 0.74% |
$177K - $204K
|
423K
$24.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.1K+ 7.42% |
$177K - $204K
|
44.8K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.08K+ 2.64% |
$176K - $203K
|
120K
$6.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 2.41% |
$175K - $202K
|
131K
$7.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.02KNew |
$173K - $199K
|
3.02K
$172K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.98K+ 2.8% |
$171K - $196K
|
110K
$6.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95K+ 3.16% |
$169K - $194K
|
96.6K
$5.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.95K+ 19.91% |
$168K - $194K
|
17.7K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 4.19% |
$168K - $194K
|
73.1K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 2.68% |
$166K - $191K
|
111K
$6.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.87K+ 16.06% |
$164K - $189K
|
20.8K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 1.28% |
$162K - $187K
|
224K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.76K+ 1.48% |
$158K - $182K
|
190K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.76KNew |
$158K - $182K
|
2.76K
$157K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.72K+ 6.36% |
$156K - $179K
|
45.5K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.69K+ 0.58% |
$154K - $177K
|
469K
$26.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.67K+ 2.87% |
$153K - $176K
|
95.9K
$5.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.63K+ 6.99% |
$150K - $173K
|
40.2K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.59K+ 32.84% |
$148K - $171K
|
10.5K
$597K
|