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 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.42KNew |
$226K - $274K
|
4.42K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.35K+ 16.16% |
$222K - $270K
|
31.3K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.34K+ 4.4% |
$222K - $269K
|
103K
$6.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.31K+ 53.91% |
$220K - $267K
|
12.3K
$809K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.29K+ 6.11% |
$220K - $266K
|
74.5K
$4.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
4.28K+ 34.42% |
$219K - $266K
|
16.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.25K+ 1.03% |
$217K - $263K
|
416K
$27.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.24K+ 6.71% |
$217K - $263K
|
67.4K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.22K+ 4.8% |
$216K - $262K
|
92.2K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.19KNew |
$214K - $260K
|
4.19K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
4.19K+ 2.72% |
$214K - $260K
|
158K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.18K+ 5.42% |
$214K - $259K
|
81.4K
$5.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.18KNew |
$214K - $259K
|
4.18K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.15K+ 3.53% |
$212K - $257K
|
122K
$8.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.14KNew |
$212K - $257K
|
4.14K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.12K+ 2.83% |
$211K - $256K
|
150K
$9.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.12K+ 1.22% |
$211K - $256K
|
342K
$22.5M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
4.09KNew |
$209K - $254K
|
4.09K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.08KNew |
$209K - $253K
|
4.08K
$268K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4.07K+ 0.87% |
$208K - $252K
|
474K
$31.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.04K+ 18.23% |
$207K - $251K
|
26.2K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4K+ 6.12% |
$205K - $248K
|
69.4K
$4.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
4KNew |
$205K - $248K
|
4K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.99K+ 59.1% |
$204K - $248K
|
10.7K
$707K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.97KNew |
$203K - $246K
|
3.97K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.96K+ 2.11% |
$203K - $246K
|
192K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.94K+ 1.14% |
$202K - $244K
|
349K
$22.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.93KNew |
$201K - $244K
|
3.93K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 1.57% |
$201K - $243K
|
254K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.9K+ 2.77% |
$200K - $242K
|
145K
$9.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
3.89KNew |
$199K - $241K
|
3.89K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.89K+ 5.21% |
$199K - $241K
|
78.4K
$5.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.87KNew |
$198K - $240K
|
3.87K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.82K+ 96.18% |
$196K - $237K
|
7.8K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.82K+ 3.22% |
$195K - $237K
|
122K
$8.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.8K+ 62.88% |
$194K - $235K
|
9.83K
$647K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.78K+ 12.07% |
$194K - $235K
|
35.1K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.77K+ 2.12% |
$193K - $234K
|
182K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.76K+ 227.13% |
$192K - $233K
|
5.41K
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.74KNew |
$191K - $232K
|
3.74K
$246K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.69K+ 5.93% |
$189K - $229K
|
66K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
3.69K+ 3.22% |
$189K - $229K
|
118K
$7.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.67K+ 4.7% |
$188K - $227K
|
81.7K
$5.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 2.63% |
$187K - $227K
|
143K
$9.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.65K+ 3.83% |
$187K - $227K
|
98.9K
$6.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.65KNew |
$187K - $226K
|
3.65K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.65K+ 1.21% |
$186K - $226K
|
304K
$20M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.62K+ 5.06% |
$185K - $225K
|
75.2K
$4.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.61K+ 32.12% |
$185K - $224K
|
14.9K
$978K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.6K+ 33.71% |
$184K - $223K
|
14.3K
$939K
|