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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
489+ 1.23% |
$25K - $30.3K
|
40.3K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
478+ 2.19% |
$24.5K - $29.6K
|
22.3K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
470+ 74.37% |
$24K - $29.1K
|
1.1K
$72.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
462+ 2.51% |
$23.6K - $28.7K
|
18.9K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
455+ 0.21% |
$23.3K - $28.2K
|
217K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
447+ 0.15% |
$22.9K - $27.7K
|
289K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
447+ 5.81% |
$22.9K - $27.7K
|
8.15K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
443+ 2.49% |
$22.7K - $27.5K
|
18.3K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
441+ 4.64% |
$22.6K - $27.4K
|
9.94K
$654K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
440+ 8.55% |
$22.5K - $27.3K
|
5.59K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
439+ 14.21% |
$22.5K - $27.2K
|
3.53K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
439+ 4.1% |
$22.5K - $27.2K
|
11.2K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
434+ 19.64% |
$22.2K - $26.9K
|
2.64K
$174K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
428+ 5.5% |
$21.9K - $26.5K
|
8.21K
$540K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
425+ 9.69% |
$21.7K - $26.4K
|
4.81K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
424+ 0.19% |
$21.7K - $26.3K
|
225K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
414+ 1.94% |
$21.2K - $25.7K
|
21.8K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
413+ 0.65% |
$21.1K - $25.6K
|
63.9K
$4.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
405+ 3.67% |
$20.7K - $25.1K
|
11.4K
$753K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
405+ 2.81% |
$20.7K - $25.1K
|
14.8K
$973K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
400+ 33.47% |
$20.5K - $24.8K
|
1.6K
$105K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
400+ 2.27% |
$20.5K - $24.8K
|
18.1K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
399+ 0.46% |
$20.4K - $24.7K
|
87.5K
$5.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
399+ 20.73% |
$20.4K - $24.7K
|
2.32K
$153K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
399+ 2.57% |
$20.4K - $24.7K
|
15.9K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
398+ 7.35% |
$20.4K - $24.7K
|
5.82K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
395+ 2.87% |
$20.2K - $24.5K
|
14.2K
$932K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
388+ 5.31% |
$19.9K - $24.1K
|
7.69K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
383+ 0.69% |
$19.6K - $23.8K
|
55.8K
$3.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
382+ 0.61% |
$19.5K - $23.7K
|
62.7K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
380+ 10.73% |
$19.4K - $23.6K
|
3.92K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
380+ 1.17% |
$19.4K - $23.6K
|
32.9K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
377+ 3.9% |
$19.3K - $23.4K
|
10K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
377+ 8.15% |
$19.3K - $23.4K
|
5K
$329K
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
376+ 6.39% |
$19.2K - $23.3K
|
6.26K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
375+ 8.93% |
$19.2K - $23.3K
|
4.58K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
373+ 6.18% |
$19.1K - $23.1K
|
6.41K
$421K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
368+ 0.57% |
$18.8K - $22.8K
|
64.8K
$4.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
368+ 4.55% |
$18.8K - $22.8K
|
8.46K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
355New |
$18.2K - $22K
|
355
$23.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
344+ 1.07% |
$17.6K - $21.3K
|
32.4K
$2.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
342+ 0.32% |
$17.5K - $21.2K
|
107K
$7.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
341+ 0.61% |
$17.4K - $21.1K
|
56.1K
$3.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
339+ 3.34% |
$17.3K - $21K
|
10.5K
$689K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
339+ 0.16% |
$17.3K - $21K
|
211K
$13.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
338+ 0.18% |
$17.3K - $21K
|
190K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
337+ 27.24% |
$17.2K - $20.9K
|
1.57K
$104K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
334+ 5.94% |
$17.1K - $20.7K
|
5.95K
$392K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
333+ 8.65% |
$17K - $20.7K
|
4.18K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
332+ 0.4% |
$17K - $20.6K
|
82.7K
$5.44M
|