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 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.63K+ 2.37% |
$83.3K - $101K
|
70.5K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.63K+ 0.38% |
$83.2K - $101K
|
425K
$28M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.62K+ 0.34% |
$82.8K - $100K
|
473K
$31.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61K+ 12.22% |
$82.5K - $100K
|
14.8K
$973K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.57K+ 0.87% |
$80.5K - $97.6K
|
183K
$12M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.56K+ 8.28% |
$79.7K - $96.6K
|
20.4K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.54K+ 0.19% |
$78.9K - $95.6K
|
798K
$52.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.54K+ 43.97% |
$78.5K - $95.2K
|
5.03K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.53K+ 0.22% |
$78.4K - $95.1K
|
707K
$46.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.53K+ 3.48% |
$78.3K - $95K
|
45.5K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.53K+ 6.92% |
$78.3K - $95K
|
23.6K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.49K+ 12.22% |
$76.2K - $92.4K
|
13.7K
$900K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 0.68% |
$75.9K - $92K
|
218K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.48K+ 2.3% |
$75.6K - $91.6K
|
65.8K
$4.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.47K+ 0.82% |
$75.3K - $91.3K
|
180K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.47K+ 10.53% |
$75.2K - $91.2K
|
15.4K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 0.38% |
$74.7K - $90.6K
|
390K
$25.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.46K+ 2.71% |
$74.7K - $90.5K
|
55.4K
$3.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.44K+ 28.74% |
$73.8K - $89.5K
|
6.46K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.44K+ 8.56% |
$73.8K - $89.4K
|
18.3K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.44K+ 2.94% |
$73.5K - $89.1K
|
50.2K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.43K+ 2.17% |
$73.4K - $88.9K
|
67.4K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.42K+ 6.55% |
$72.5K - $87.9K
|
23.1K
$1.52M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41K+ 0.06% |
$72.3K - $87.7K
|
2.35M
$154M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
1.41KNew |
$72K - $87.3K
|
1.41K
$92.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.4K+ 2.32% |
$71.8K - $87.1K
|
62K
$4.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.39K+ 25.12% |
$70.9K - $85.9K
|
6.9K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.38K+ 6.29% |
$70.3K - $85.3K
|
23.2K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.36K+ 37.76% |
$69.8K - $84.6K
|
4.98K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.36K+ 18.23% |
$69.6K - $84.4K
|
8.83K
$581K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.33KNew |
$68.1K - $82.5K
|
1.33K
$87.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.33K+ 27.56% |
$67.9K - $82.4K
|
6.15K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.32K+ 8.18% |
$67.6K - $82K
|
17.5K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.3K+ 19.59% |
$66.5K - $80.6K
|
7.94K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 7.05% |
$66.5K - $80.6K
|
19.8K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.29K+ 1.85% |
$66K - $80K
|
71K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.94% |
$65.8K - $79.8K
|
67.5K
$4.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 4.14% |
$65.4K - $79.3K
|
32.2K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 6.4% |
$65K - $78.8K
|
21.1K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.26K+ 0.52% |
$64.5K - $78.1K
|
241K
$15.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.25K+ 1.92% |
$63.9K - $77.5K
|
66.5K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.24K+ 2.49% |
$63.5K - $77K
|
51K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.23K+ 2.77% |
$62.7K - $76K
|
45.5K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.23K+ 1.22% |
$62.7K - $76K
|
101K
$6.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 0.25% |
$62.5K - $75.8K
|
491K
$32.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 1.45% |
$62K - $75.1K
|
84.9K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.21K+ 2.26% |
$61.9K - $75K
|
54.8K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.2K+ 0.91% |
$61.4K - $74.4K
|
133K
$8.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.18K+ 9.5% |
$60.5K - $73.4K
|
13.6K
$897K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.16K+ 1.8% |
$59.4K - $72K
|
65.7K
$4.32M
|