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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.58K+ 1.62% |
$147K - $170K
|
162K
$9.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.57K+ 6.67% |
$147K - $169K
|
41.1K
$2.34M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.55K+ 15.76% |
$146K - $168K
|
18.7K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.49K+ 2.81% |
$143K - $164K
|
91K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.49K+ 76.64% |
$142K - $164K
|
5.74K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48K+ 4.4% |
$142K - $163K
|
58.8K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.48K+ 8.38% |
$142K - $163K
|
32.1K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.46K+ 2.11% |
$141K - $162K
|
119K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.44K+ 3.43% |
$140K - $160K
|
73.5K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.42K+ 1.37% |
$139K - $159K
|
179K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.39K+ 10.35% |
$137K - $157K
|
25.5K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.36K+ 20.33% |
$135K - $155K
|
14K
$794K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.34K+ 11.38% |
$134K - $154K
|
22.9K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.34K+ 40.71% |
$134K - $154K
|
8.09K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 7.65% |
$133K - $153K
|
32.6K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.3K+ 47.06% |
$132K - $151K
|
7.19K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.3K+ 9.69% |
$132K - $151K
|
26K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.29K+ 35.81% |
$131K - $151K
|
8.68K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.28K+ 6.65% |
$131K - $150K
|
36.6K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.28K+ 4.01% |
$131K - $150K
|
59.2K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.27K+ 13.71% |
$130K - $149K
|
18.8K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.27K+ 7.13% |
$130K - $149K
|
34.1K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.25K+ 13.64% |
$129K - $148K
|
18.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.23K+ 35.8% |
$128K - $147K
|
8.47K
$482K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 38.76% |
$127K - $146K
|
7.96K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.21K+ 22.7% |
$127K - $146K
|
12K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.21K+ 5.91% |
$126K - $145K
|
39.5K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.2K+ 3.31% |
$126K - $145K
|
68.8K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.18K+ 5.21% |
$125K - $143K
|
44K
$2.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.17K+ 2.94% |
$124K - $143K
|
76.1K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.17K+ 1.04% |
$124K - $143K
|
211K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.16KNew |
$123K - $142K
|
2.16K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.14K+ 8.01% |
$123K - $141K
|
28.9K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.13K+ 12.6% |
$122K - $140K
|
19.1K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.13K+ 3.22% |
$122K - $140K
|
68K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.13KNew |
$122K - $140K
|
2.13K
$121K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.1K+ 2.66% |
$120K - $138K
|
81.1K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 4.56% |
$119K - $137K
|
47.7K
$2.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.04K+ 1.77% |
$116K - $134K
|
117K
$6.65M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.02K+ 29.38% |
$115K - $133K
|
8.87K
$505K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.95K+ 2.82% |
$112K - $128K
|
71.3K
$4.06M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$111K - $128K
|
1.95K
$111K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.35% |
$111K - $127K
|
84.3K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.93K+ 3.3% |
$110K - $127K
|
60.4K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 1.93% |
$110K - $127K
|
102K
$5.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.89K+ 1.47% |
$108K - $124K
|
131K
$7.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 10.44% |
$107K - $124K
|
19.9K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.85K+ 9.33% |
$106K - $122K
|
21.6K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 1.42% |
$105K - $121K
|
131K
$7.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 39.78% |
$105K - $120K
|
6.42K
$366K
|