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 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 12.57% |
$59.4K - $72K
|
10.4K
$684K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.14K+ 6.79% |
$58.2K - $70.5K
|
17.9K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
1.13K+ 3.67% |
$58K - $70.3K
|
32K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.12K+ 2.53% |
$57.2K - $69.4K
|
45.4K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.11K+ 8.69% |
$56.7K - $68.8K
|
13.9K
$912K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.11K+ 8.81% |
$56.7K - $68.8K
|
13.7K
$901K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.1K+ 4.84% |
$56.3K - $68.3K
|
23.9K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.1KNew |
$56K - $67.9K
|
1.1K
$72K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.09K+ 14.3% |
$55.7K - $67.5K
|
8.7K
$572K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.08K+ 1.9% |
$55.5K - $67.2K
|
58K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.08K+ 8.0% |
$55.4K - $67.2K
|
14.6K
$961K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.07K+ 0.76% |
$54.8K - $66.5K
|
142K
$9.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.06K+ 2.91% |
$54.3K - $65.8K
|
37.5K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.03K+ 2.6% |
$52.6K - $63.8K
|
40.5K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.02KNew |
$52.3K - $63.4K
|
1.02K
$67.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.01K+ 1.77% |
$51.7K - $62.7K
|
58.2K
$3.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.01K+ 1.04% |
$51.6K - $62.5K
|
98.2K
$6.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 12.78% |
$51.2K - $62K
|
8.82K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
980+ 0.49% |
$50.1K - $60.8K
|
200K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
976+ 15.12% |
$49.9K - $60.5K
|
7.43K
$489K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
973+ 1.92% |
$49.8K - $60.3K
|
51.7K
$3.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
966+ 1.96% |
$49.4K - $59.9K
|
50.4K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
960+ 3.36% |
$49.1K - $59.5K
|
29.5K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
957+ 0.96% |
$49K - $59.4K
|
101K
$6.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
955+ 12.56% |
$48.9K - $59.2K
|
8.56K
$563K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
950+ 349.26% |
$48.6K - $58.9K
|
1.22K
$80.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
931+ 0.34% |
$47.6K - $57.7K
|
277K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
927+ 0.98% |
$47.4K - $57.5K
|
95.2K
$6.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
922+ 5.16% |
$47.2K - $57.2K
|
18.8K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
922+ 0.7% |
$47.2K - $57.2K
|
132K
$8.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
918+ 0.19% |
$47K - $56.9K
|
479K
$31.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
907+ 1.3% |
$46.4K - $56.3K
|
70.9K
$4.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
905+ 0.34% |
$46.3K - $56.1K
|
265K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
899+ 4.73% |
$46K - $55.8K
|
19.9K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
896+ 0.83% |
$45.8K - $55.6K
|
108K
$7.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
891+ 8.43% |
$45.6K - $55.3K
|
11.5K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
881+ 1.56% |
$45.1K - $54.6K
|
57.4K
$3.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
881+ 0.14% |
$45.1K - $54.6K
|
627K
$41.3M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
874New |
$44.7K - $54.2K
|
874
$57.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
870+ 3.47% |
$44.5K - $54K
|
25.9K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
862+ 1.69% |
$44.1K - $53.5K
|
51.9K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
853+ 1.77% |
$43.6K - $52.9K
|
49.2K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
833+ 8.64% |
$42.6K - $51.7K
|
10.5K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
830+ 3.58% |
$42.5K - $51.5K
|
24K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
784+ 17.22% |
$40.1K - $48.6K
|
5.34K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
775+ 0.92% |
$39.6K - $48.1K
|
84.9K
$5.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
772+ 5.17% |
$39.5K - $47.9K
|
15.7K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
770+ 1.22% |
$39.4K - $47.8K
|
63.9K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
766+ 0.31% |
$39.2K - $47.5K
|
246K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
732+ 4.68% |
$37.4K - $45.4K
|
16.4K
$1.08M
|