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 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.11K+ 0.32% |
$159K - $193K
|
977K
$61.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2.66K+ 5.26% |
$136K - $165K
|
53.2K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.64K+ 9.8% |
$135K - $164K
|
29.6K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.57K+ 1.31% |
$132K - $160K
|
198K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.55K+ 9.29% |
$130K - $158K
|
30K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.54K+ 1.77% |
$130K - $157K
|
146K
$9.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.43K+ 16.62% |
$124K - $151K
|
17.1K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.39K+ 2.84% |
$122K - $148K
|
86.4K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 19.16% |
$118K - $143K
|
14.4K
$901K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.24K+ 2.5% |
$114K - $139K
|
91.5K
$5.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.22K+ 10.82% |
$114K - $138K
|
22.8K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
2.21K+ 18.32% |
$113K - $137K
|
14.3K
$895K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.16K+ 11.77% |
$110K - $134K
|
20.5K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.01K+ 4.9% |
$103K - $125K
|
43.1K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.98K+ 6.59% |
$101K - $123K
|
32K
$2.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.91K+ 2.84% |
$97.6K - $118K
|
69.1K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.87K+ 1.63% |
$95.4K - $116K
|
116K
$7.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.71K+ 36.15% |
$87.5K - $106K
|
6.44K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.71K+ 63.33% |
$87.5K - $106K
|
4.41K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.7K+ 19.42% |
$86.9K - $105K
|
10.4K
$656K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.57K+ 0.87% |
$80.5K - $97.6K
|
183K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.56K+ 8.28% |
$79.7K - $96.6K
|
20.4K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.43K+ 2.17% |
$73.4K - $88.9K
|
67.4K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 0.25% |
$62.5K - $75.8K
|
491K
$30.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
931+ 0.34% |
$47.6K - $57.7K
|
277K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
853+ 1.77% |
$43.6K - $52.9K
|
49.2K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
729+ 0.73% |
$37.3K - $45.2K
|
101K
$6.33M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
690+ 5.96% |
$35.3K - $42.8K
|
12.3K
$770K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
665+ 2.37% |
$34K - $41.2K
|
28.7K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
660+ 13.6% |
$33.8K - $40.9K
|
5.51K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
617New |
$31.6K - $38.3K
|
617
$38.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
522+ 1.82% |
$26.7K - $32.4K
|
29.2K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
398+ 7.35% |
$20.4K - $24.7K
|
5.82K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
375+ 8.93% |
$19.2K - $23.3K
|
4.58K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
355New |
$18.2K - $22K
|
355
$22.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
290+ 0.08% |
$14.8K - $18K
|
375K
$23.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
232+ 4.76% |
$11.9K - $14.4K
|
5.11K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
195+ 132.65% |
$9.98K - $12.1K
|
342
$21.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
160+ 1.18% |
$8.19K - $9.92K
|
13.7K
$862K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
141+ 1.2% |
$7.21K - $8.74K
|
11.9K
$746K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
130+ 3.27% |
$6.65K - $8.06K
|
4.1K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
117+ 0.31% |
$5.99K - $7.26K
|
38.1K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
116+ 0.28% |
$5.93K - $7.19K
|
41K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
106+ 1.58% |
$5.42K - $6.57K
|
6.81K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 1.54% |
$5.12K - $6.2K
|
6.61K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80+ 0.1% |
$4.09K - $4.96K
|
76.8K
$4.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
56+ 0.48% |
$2.86K - $3.47K
|
11.8K
$739K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
38+ 0.3% |
$1.94K - $2.36K
|
12.7K
$796K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 3.48% |
$1.38K - $1.67K
|
803
$50.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22+ 0.31% |
$1.13K - $1.36K
|
7.1K
$446K
|