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 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 19.16% |
$118K - $143K
|
14.4K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.29K+ 2.06% |
$117K - $142K
|
114K
$7.49M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.26K+ 53.89% |
$115K - $140K
|
6.44K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.25K+ 3.99% |
$115K - $140K
|
58.6K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.24K+ 2.5% |
$114K - $139K
|
91.5K
$6.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.22K+ 10.82% |
$114K - $138K
|
22.8K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.21K+ 18.32% |
$113K - $137K
|
14.3K
$938K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.21K+ 30.52% |
$113K - $137K
|
9.44K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.2K+ 2.75% |
$113K - $137K
|
82.4K
$5.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.2K+ 9.17% |
$113K - $136K
|
26.2K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.2K+ 0.74% |
$112K - $136K
|
299K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.19K+ 56.99% |
$112K - $136K
|
6.03K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.18K+ 6.77% |
$111K - $135K
|
34.3K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.16K+ 11.77% |
$110K - $134K
|
20.5K
$1.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.15K+ 8.26% |
$110K - $133K
|
28.2K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.1K+ 17.78% |
$107K - $130K
|
13.9K
$915K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.1K+ 12.58% |
$107K - $130K
|
18.8K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.08K+ 0.71% |
$106K - $129K
|
293K
$19.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.08K+ 8.65% |
$106K - $129K
|
26.1K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.07K+ 5.65% |
$106K - $128K
|
38.7K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.05K+ 15.23% |
$105K - $127K
|
15.5K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
2.02K+ 134.31% |
$104K - $126K
|
3.53K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.02K+ 5.28% |
$103K - $125K
|
40.2K
$2.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.01K+ 4.9% |
$103K - $125K
|
43.1K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 7.81% |
$103K - $125K
|
27.7K
$1.82M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$102K - $124K
|
2K
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 6.19% |
$102K - $123K
|
34K
$2.24M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.98K+ 6.59% |
$101K - $123K
|
32K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.95K+ 0.6% |
$99.9K - $121K
|
326K
$21.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
1.92K+ 6.9% |
$98.2K - $119K
|
29.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.92K+ 1.46% |
$98.2K - $119K
|
133K
$8.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 19.22% |
$98.1K - $119K
|
11.9K
$782K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.92K+ 63900.0% |
$98.1K - $119K
|
1.92K
$126K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.91K+ 2.84% |
$97.6K - $118K
|
69.1K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.88K+ 1.18% |
$96.3K - $117K
|
161K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.87K+ 0.44% |
$95.6K - $116K
|
431K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.87K+ 1.63% |
$95.4K - $116K
|
116K
$7.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.82K+ 3.69% |
$93.2K - $113K
|
51.1K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.76K+ 3.88% |
$90K - $109K
|
47.2K
$3.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.75K+ 58.17% |
$89.6K - $109K
|
4.76K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.74K+ 18.84% |
$88.8K - $108K
|
10.9K
$720K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.73K+ 1.66% |
$88.6K - $107K
|
106K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.72K+ 3.69% |
$87.9K - $107K
|
48.3K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 4.9% |
$87.6K - $106K
|
36.7K
$2.41M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.71K+ 36.15% |
$87.5K - $106K
|
6.44K
$424K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.71K+ 63.33% |
$87.5K - $106K
|
4.41K
$290K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.7K+ 1.02% |
$87K - $105K
|
168K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7K+ 19.42% |
$86.9K - $105K
|
10.4K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.67K+ 11.96% |
$85.6K - $104K
|
15.7K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.67K+ 13.95% |
$85.3K - $103K
|
13.6K
$896K
|