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 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
3.14K+ 1.8% |
$160K - $194K
|
177K
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.13K+ 12.24% |
$160K - $194K
|
28.7K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 20.13% |
$160K - $193K
|
18.6K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.11K+ 3.79% |
$159K - $193K
|
85.2K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.11K+ 31.48% |
$159K - $193K
|
13K
$853K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.11K+ 0.32% |
$159K - $193K
|
977K
$64.3M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.1K+ 12.45% |
$159K - $192K
|
28K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.07K+ 7.84% |
$157K - $191K
|
42.3K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 415.86% |
$154K - $187K
|
3.74K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.01K+ 2.41% |
$154K - $187K
|
128K
$8.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3K+ 2.19% |
$153K - $186K
|
140K
$9.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
2.98K+ 537.36% |
$152K - $185K
|
3.53K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.97K+ 2.27% |
$152K - $184K
|
134K
$8.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.94K+ 7.31% |
$150K - $182K
|
43.1K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.94K+ 3.54% |
$150K - $182K
|
85.9K
$5.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.93K+ 0.98% |
$150K - $182K
|
303K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.92K+ 7.68% |
$149K - $181K
|
40.9K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.91K+ 3.76% |
$149K - $180K
|
80.3K
$5.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.9K+ 4.2% |
$148K - $180K
|
71.9K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.86K+ 29.83% |
$147K - $178K
|
12.5K
$820K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.86K+ 0.65% |
$146K - $177K
|
441K
$29M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.83K+ 8.0% |
$145K - $175K
|
38.2K
$2.51M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 0.08% |
$143K - $174K
|
3.63M
$239M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.79K+ 2.89% |
$143K - $173K
|
99.3K
$6.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.79K+ 70.39% |
$143K - $173K
|
6.74K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.77K+ 9.12% |
$142K - $172K
|
33.2K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.76K+ 24.03% |
$141K - $171K
|
14.2K
$936K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.67K+ 2.38% |
$136K - $165K
|
115K
$7.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2.66K+ 5.26% |
$136K - $165K
|
53.2K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.64K+ 9.8% |
$135K - $164K
|
29.6K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 5.81% |
$135K - $163K
|
48K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.63K+ 0.2% |
$134K - $163K
|
1.32M
$87.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.6K+ 9.77% |
$133K - $161K
|
29.2K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.58K+ 70.82% |
$132K - $160K
|
6.22K
$409K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.57K+ 1.31% |
$132K - $160K
|
198K
$13M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.55K+ 7.63% |
$131K - $158K
|
36K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.55K+ 9.29% |
$130K - $158K
|
30K
$1.97M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.54KNew |
$130K - $158K
|
2.54K
$167K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.54K+ 1.77% |
$130K - $157K
|
146K
$9.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
2.5K+ 12.77% |
$128K - $155K
|
22.1K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.5K+ 63.38% |
$128K - $155K
|
6.44K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.5K+ 15.93% |
$128K - $155K
|
18.2K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
2.46K+ 3.35% |
$126K - $153K
|
76K
$5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 4.78% |
$125K - $152K
|
53.6K
$3.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.43K+ 16.62% |
$124K - $151K
|
17.1K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 6.0% |
$124K - $151K
|
42.9K
$2.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.39K+ 2.84% |
$122K - $148K
|
86.4K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.39K+ 11.44% |
$122K - $148K
|
23.2K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 0.18% |
$121K - $147K
|
1.29M
$85.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
2.33K+ 1.4% |
$119K - $144K
|
168K
$11.1M
|