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 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
332+ 0.58% |
$17K - $20.6K
|
57.3K
$3.77M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
327+ 0.29% |
$16.7K - $20.3K
|
112K
$7.35M
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
317+ 6.55% |
$16.2K - $19.7K
|
5.16K
$339K
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
315+ 1.19% |
$16.1K - $19.5K
|
26.8K
$1.76M
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
303+ 7.42% |
$15.5K - $18.8K
|
4.39K
$289K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
303New |
$15.5K - $18.8K
|
303
$19.9K
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
298+ 3.69% |
$15.2K - $18.5K
|
8.37K
$551K
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
295+ 0.96% |
$15.1K - $18.3K
|
30.9K
$2.03M
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
294New |
$15K - $18.2K
|
294
$19.3K
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
290+ 0.08% |
$14.8K - $18K
|
375K
$24.7M
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
288+ 1.96% |
$14.7K - $17.9K
|
15K
$984K
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
285+ 0.66% |
$14.6K - $17.7K
|
43.2K
$2.84M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
277+ 1.12% |
$14.2K - $17.2K
|
24.9K
$1.64M
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
275+ 2.36% |
$14.1K - $17.1K
|
11.9K
$786K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
272+ 4.65% |
$13.9K - $16.9K
|
6.12K
$403K
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
272New |
$13.9K - $16.9K
|
272
$17.9K
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
270+ 0.31% |
$13.8K - $16.7K
|
88.1K
$5.8M
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
268New |
$13.7K - $16.6K
|
268
$17.6K
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
262+ 1.83% |
$13.4K - $16.2K
|
14.5K
$957K
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
262New |
$13.4K - $16.2K
|
262
$17.2K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
262+ 220.17% |
$13.4K - $16.2K
|
381
$25.1K
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
249+ 5.79% |
$12.7K - $15.4K
|
4.55K
$299K
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
249+ 0.61% |
$12.7K - $15.4K
|
40.8K
$2.69M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
248+ 2.51% |
$12.7K - $15.4K
|
10.1K
$665K
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
244+ 2.81% |
$12.5K - $15.1K
|
8.93K
$588K
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
243+ 1.35% |
$12.4K - $15.1K
|
18.3K
$1.2M
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
240+ 1.11% |
$12.3K - $14.9K
|
21.9K
$1.44M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
237+ 0.58% |
$12.1K - $14.7K
|
40.8K
$2.69M
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 1.37% |
$12K - $14.6K
|
17.4K
$1.14M
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
233+ 0.21% |
$11.9K - $14.5K
|
109K
$7.17M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
232+ 4.76% |
$11.9K - $14.4K
|
5.11K
$336K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
227+ 0.77% |
$11.6K - $14.1K
|
29.6K
$1.95M
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
226+ 1.01% |
$11.6K - $14K
|
22.7K
$1.49M
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
223+ 1.85% |
$11.4K - $13.8K
|
12.3K
$809K
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
212+ 5.48% |
$10.8K - $13.1K
|
4.08K
$269K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
208+ 2.06% |
$10.6K - $12.9K
|
10.3K
$677K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
203+ 3.19% |
$10.4K - $12.6K
|
6.56K
$432K
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
200New |
$10.2K - $12.4K
|
200
$13.2K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
200+ 1.33% |
$10.2K - $12.4K
|
15.3K
$1M
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
200+ 1.28% |
$10.2K - $12.4K
|
15.9K
$1.04M
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
200+ 1.82% |
$10.2K - $12.4K
|
11.2K
$735K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
195+ 132.65% |
$9.98K - $12.1K
|
342
$22.5K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
194+ 3.81% |
$9.93K - $12K
|
5.28K
$348K
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
189+ 0.29% |
$9.67K - $11.7K
|
66.5K
$4.37M
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
186+ 0.14% |
$9.52K - $11.5K
|
135K
$8.89M
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
185+ 4.48% |
$9.46K - $11.5K
|
4.32K
$284K
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
185+ 2.71% |
$9.46K - $11.5K
|
7.01K
$461K
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
181+ 0.7% |
$9.26K - $11.2K
|
26.1K
$1.72M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
176+ 4.73% |
$9K - $10.9K
|
3.9K
$256K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
173+ 0.81% |
$8.85K - $10.7K
|
21.5K
$1.42M
|