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 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
165+ 2.88% |
$8.44K - $10.2K
|
5.89K
$387K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
160+ 1.18% |
$8.19K - $9.92K
|
13.7K
$903K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
160+ 1.08% |
$8.19K - $9.92K
|
15K
$983K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
157+ 3.55% |
$8.03K - $9.74K
|
4.59K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
152+ 0.12% |
$7.78K - $9.43K
|
129K
$8.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
152+ 1.88% |
$7.78K - $9.43K
|
8.24K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
151+ 1.9% |
$7.73K - $9.37K
|
8.11K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
150+ 1.29% |
$7.67K - $9.3K
|
11.8K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
150+ 4.16% |
$7.67K - $9.3K
|
3.76K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
148+ 1.51% |
$7.57K - $9.18K
|
9.98K
$656K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
147+ 4.12% |
$7.52K - $9.12K
|
3.72K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
145+ 1.03% |
$7.42K - $8.99K
|
14.3K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
145+ 1.43% |
$7.42K - $8.99K
|
10.3K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
145+ 0.04% |
$7.42K - $8.99K
|
386K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
141+ 1.2% |
$7.21K - $8.74K
|
11.9K
$782K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
141+ 0.55% |
$7.21K - $8.74K
|
25.8K
$1.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
138+ 0.43% |
$7.06K - $8.56K
|
32.3K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
136+ 1.33% |
$6.96K - $8.43K
|
10.3K
$680K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
134+ 0.05% |
$6.86K - $8.31K
|
257K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
131+ 0.85% |
$6.7K - $8.12K
|
15.6K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
130+ 3.27% |
$6.65K - $8.06K
|
4.1K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
130+ 2.85% |
$6.65K - $8.06K
|
4.69K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
129+ 3.6% |
$6.6K - $8K
|
3.71K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
127+ 0.5% |
$6.5K - $7.88K
|
25.5K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
126+ 1.0% |
$6.45K - $7.81K
|
12.7K
$837K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
125+ 67.57% |
$6.4K - $7.75K
|
310
$20.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
125+ 0.05% |
$6.4K - $7.75K
|
238K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
124+ 0.51% |
$6.34K - $7.69K
|
24.5K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
121+ 0.03% |
$6.19K - $7.5K
|
353K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
119+ 0.7% |
$6.09K - $7.38K
|
17.1K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
119+ 0.67% |
$6.09K - $7.38K
|
17.8K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
117+ 0.31% |
$5.99K - $7.26K
|
38.1K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
116+ 0.28% |
$5.93K - $7.19K
|
41K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
116+ 464.0% |
$5.93K - $7.19K
|
141
$9.27K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
116+ 0.64% |
$5.93K - $7.19K
|
18.4K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
115+ 13.14% |
$5.88K - $7.13K
|
990
$65.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
114+ 0.57% |
$5.83K - $7.07K
|
20K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
113+ 0.96% |
$5.78K - $7.01K
|
11.9K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
107+ 0.3% |
$5.47K - $6.64K
|
36.3K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
106+ 1.58% |
$5.42K - $6.57K
|
6.81K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
106+ 1.83% |
$5.42K - $6.57K
|
5.9K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
106+ 0.31% |
$5.42K - $6.57K
|
34.2K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
105+ 0.92% |
$5.37K - $6.51K
|
11.5K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
105New |
$5.37K - $6.51K
|
105
$6.91K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 1.54% |
$5.12K - $6.2K
|
6.61K
$435K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
96+ 0.09% |
$4.91K - $5.95K
|
109K
$7.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
95+ 12.93% |
$4.86K - $5.89K
|
830
$54.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
95+ 1.74% |
$4.86K - $5.89K
|
5.57K
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
93+ 0.22% |
$4.76K - $5.77K
|
42.8K
$2.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.28% |
$4.66K - $5.64K
|
32.7K
$2.15M
|