Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
946K+ 56.79% |
$48.4M - $58.7M
|
2.61M
$164M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
155K+ 2.96% |
$7.93M - $9.62M
|
5.4M
$339M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
146KNew |
$7.49M - $9.08M
|
146K
$9.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
142K+ 2282.03% |
$7.24M - $8.78M
|
148K
$9.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
91.8K+ 13.42% |
$4.7M - $5.69M
|
776K
$48.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
66.1K+ 5.02% |
$3.38M - $4.1M
|
1.38M
$86.7M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
58.1K+ 67.0% |
$2.97M - $3.61M
|
145K
$9.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
46.5KNew |
$2.38M - $2.89M
|
46.5K
$2.92M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
45.9K+ 245.63% |
$2.35M - $2.85M
|
64.6K
$4.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
42.9K+ 61.32% |
$2.2M - $2.66M
|
113K
$7.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
32.4K+ 22.33% |
$1.66M - $2.01M
|
177K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
28.9K+ 2.51% |
$1.48M - $1.79M
|
1.18M
$74.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26.2K+ 78.32% |
$1.34M - $1.62M
|
59.6K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26.1K+ 11695.07% |
$1.33M - $1.62M
|
26.3K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25.1KNew |
$1.28M - $1.56M
|
25.1K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
24.2KNew |
$1.24M - $1.5M
|
24.2K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
23.5K+ 165.89% |
$1.2M - $1.46M
|
37.7K
$2.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
22.3K+ 5.19% |
$1.14M - $1.38M
|
451K
$28.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20.8K+ 2.74% |
$1.07M - $1.29M
|
781K
$49M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
20.4K+ 356.84% |
$1.04M - $1.26M
|
26.1K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
17.1K+ 4.62% |
$876K - $1.06M
|
388K
$24.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.2K+ 6.44% |
$779K - $945K
|
252K
$15.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.5K+ 6.07% |
$740K - $897K
|
253K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 6.43% |
$708K - $859K
|
229K
$14.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
13.4K+ 8.36% |
$683K - $829K
|
173K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
13.3K+ 30.39% |
$681K - $825K
|
57.1K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
12.9K+ 5.83% |
$661K - $801K
|
234K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
11.8K+ 5.67% |
$606K - $734K
|
221K
$13.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.4K+ 24.82% |
$530K - $643K
|
52.1K
$3.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.44KNew |
$432K - $524K
|
8.44K
$530K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.86K+ 2.55% |
$402K - $488K
|
317K
$19.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.58K+ 5.34% |
$388K - $470K
|
149K
$9.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.43K+ 3.91% |
$380K - $461K
|
197K
$12.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.22K+ 4.84% |
$369K - $447K
|
156K
$9.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
5.5K+ 4.39% |
$282K - $341K
|
131K
$8.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.16K+ 23.44% |
$264K - $320K
|
27.2K
$1.71M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.89K+ 1.66% |
$250K - $303K
|
299K
$18.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.56K+ 107.35% |
$233K - $283K
|
8.8K
$553K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.48K+ 3.09% |
$229K - $278K
|
149K
$9.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.25K+ 1.03% |
$217K - $263K
|
416K
$26.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.8K+ 62.88% |
$194K - $235K
|
9.83K
$617K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.69K+ 5.93% |
$189K - $229K
|
66K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.61K+ 32.12% |
$185K - $224K
|
14.9K
$933K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.6K+ 33.71% |
$184K - $223K
|
14.3K
$897K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.58KNew |
$183K - $222K
|
3.58K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.5K+ 3.06% |
$179K - $217K
|
118K
$7.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.42K+ 2.78% |
$175K - $212K
|
126K
$7.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
3.35K+ 5.25% |
$171K - $208K
|
67.2K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.26KNew |
$167K - $202K
|
3.26K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.23KNew |
$165K - $200K
|
3.23K
$202K
|