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 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
729+ 0.73% |
$37.3K - $45.2K
|
101K
$6.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
714+ 0.38% |
$36.5K - $44.3K
|
191K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
704+ 7.25% |
$36K - $43.7K
|
10.4K
$685K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
701+ 0.44% |
$35.9K - $43.5K
|
159K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
700+ 11.69% |
$35.8K - $43.4K
|
6.69K
$440K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
695+ 6.71% |
$35.6K - $43.1K
|
11.1K
$728K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
691+ 3.69% |
$35.4K - $42.9K
|
19.4K
$1.28M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
690+ 5.96% |
$35.3K - $42.8K
|
12.3K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
689+ 7.95% |
$35.2K - $42.7K
|
9.35K
$615K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
685+ 0.17% |
$35K - $42.5K
|
399K
$26.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
682+ 11.2% |
$34.9K - $42.3K
|
6.77K
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
680+ 4.41% |
$34.8K - $42.2K
|
16.1K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
675New |
$34.5K - $41.9K
|
675
$44.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
673+ 4.49% |
$34.4K - $41.7K
|
15.7K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
665+ 2.37% |
$34K - $41.2K
|
28.7K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
660+ 13.6% |
$33.8K - $40.9K
|
5.51K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
659+ 0.99% |
$33.7K - $40.9K
|
67.3K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
655+ 9.96% |
$33.5K - $40.6K
|
7.23K
$476K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
647+ 3.12% |
$33.1K - $40.1K
|
21.4K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
647+ 10.66% |
$33.1K - $40.1K
|
6.72K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
644+ 6.12% |
$32.9K - $39.9K
|
11.2K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
619+ 5.58% |
$31.7K - $38.4K
|
11.7K
$770K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
617New |
$31.6K - $38.3K
|
617
$40.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
593+ 0.65% |
$30.3K - $36.8K
|
91.9K
$6.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
589+ 3.78% |
$30.1K - $36.5K
|
16.2K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
580+ 2.74% |
$29.7K - $36K
|
21.7K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
580+ 13.53% |
$29.7K - $36K
|
4.87K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
576+ 0.54% |
$29.5K - $35.7K
|
107K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
575New |
$29.4K - $35.7K
|
575
$37.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
566+ 0.48% |
$29K - $35.1K
|
119K
$7.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
566+ 4.26% |
$29K - $35.1K
|
13.9K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
566+ 8.35% |
$29K - $35.1K
|
7.34K
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
565+ 2.11% |
$28.9K - $35K
|
27.3K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
564+ 3.29% |
$28.9K - $35K
|
17.7K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
560+ 20.11% |
$28.6K - $34.7K
|
3.35K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
555+ 32.17% |
$28.4K - $34.4K
|
2.28K
$150K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
554+ 1.63% |
$28.3K - $34.4K
|
34.5K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
546+ 15.51% |
$27.9K - $33.9K
|
4.07K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
544+ 4.41% |
$27.8K - $33.7K
|
12.9K
$848K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
541+ 0.53% |
$27.7K - $33.6K
|
102K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
541+ 11.04% |
$27.7K - $33.6K
|
5.44K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
532+ 1.35% |
$27.2K - $33K
|
39.9K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
529+ 8.9% |
$27.1K - $32.8K
|
6.48K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
527+ 2.95% |
$27K - $32.7K
|
18.4K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
522+ 1.82% |
$26.7K - $32.4K
|
29.2K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
500+ 0.31% |
$25.6K - $31K
|
164K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
496+ 324.18% |
$25.4K - $30.8K
|
649
$42.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
494+ 0.31% |
$25.3K - $30.6K
|
157K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
494+ 12.21% |
$25.3K - $30.6K
|
4.54K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
493+ 7.55% |
$25.2K - $30.6K
|
7.02K
$462K
|