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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.59K+ 1.61% |
$184K - $223K
|
227K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59KNew |
$184K - $223K
|
3.59K
$236K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.58KNew |
$183K - $222K
|
3.58K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.52K+ 64.37% |
$180K - $219K
|
9K
$592K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.5K+ 1.6% |
$179K - $217K
|
222K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.5K+ 3.06% |
$179K - $217K
|
118K
$7.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
3.5K+ 20.83% |
$179K - $217K
|
20.3K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.49KNew |
$179K - $217K
|
3.49K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
3.49KNew |
$178K - $216K
|
3.49K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.47K+ 1.11% |
$177K - $215K
|
315K
$20.7M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.46KNew |
$177K - $215K
|
3.46K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$177K - $214K
|
3.45K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.43KNew |
$176K - $213K
|
3.43K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.42K+ 2.47% |
$175K - $212K
|
142K
$9.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.42K+ 9.39% |
$175K - $212K
|
39.8K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.42K+ 2.78% |
$175K - $212K
|
126K
$8.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.4KNew |
$174K - $211K
|
3.4K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.38KNew |
$173K - $209K
|
3.38K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.37KNew |
$172K - $209K
|
3.37K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.37K+ 18.17% |
$172K - $209K
|
21.9K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3.36K+ 46.28% |
$172K - $208K
|
10.6K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.36KNew |
$172K - $208K
|
3.36K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.36K+ 0.53% |
$172K - $208K
|
639K
$42M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
3.35K+ 5.25% |
$171K - $208K
|
67.2K
$4.42M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$171K - $208K
|
3.35K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
3.35KNew |
$171K - $208K
|
3.35K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.35KNew |
$171K - $207K
|
3.35K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.34K+ 71.36% |
$171K - $207K
|
8.03K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.34KNew |
$171K - $207K
|
3.34K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.34KNew |
$171K - $207K
|
3.34K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.34KNew |
$171K - $207K
|
3.34K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.32KNew |
$170K - $206K
|
3.32K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.32KNew |
$170K - $206K
|
3.32K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.27KNew |
$167K - $203K
|
3.27K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.27KNew |
$167K - $203K
|
3.27K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
3.27K+ 5.98% |
$167K - $203K
|
57.9K
$3.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.26K+ 2.81% |
$167K - $202K
|
119K
$7.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.26KNew |
$167K - $202K
|
3.26K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.26K+ 8.88% |
$167K - $202K
|
39.9K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.24KNew |
$166K - $201K
|
3.24K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$165K - $200K
|
3.23K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.23K+ 33.74% |
$165K - $200K
|
12.8K
$842K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.23KNew |
$165K - $200K
|
3.23K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.2K+ 9.64% |
$164K - $199K
|
36.4K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
3.17KNew |
$162K - $197K
|
3.17K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.17K+ 13.72% |
$162K - $197K
|
26.3K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.16K+ 8.53% |
$162K - $196K
|
40.3K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.16K+ 1.52% |
$162K - $196K
|
211K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.15K+ 70.59% |
$161K - $195K
|
7.6K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.14K+ 3.74% |
$161K - $195K
|
87K
$5.72M
|