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 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
158K+ 4.55% |
$8.09M - $9.8M
|
3.63M
$239M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
156KNew |
$8M - $9.7M
|
156K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
155K+ 2.96% |
$7.93M - $9.62M
|
5.4M
$355M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153K+ 176.31% |
$7.83M - $9.49M
|
240K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
150KNew |
$7.66M - $9.29M
|
150K
$9.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
146KNew |
$7.49M - $9.08M
|
146K
$9.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
146KNew |
$7.47M - $9.05M
|
146K
$9.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
142K+ 2282.03% |
$7.24M - $8.78M
|
148K
$9.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
134K+ 8.41% |
$6.86M - $8.32M
|
1.73M
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
134K+ 32.26% |
$6.84M - $8.29M
|
548K
$36M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
127K+ 12.13% |
$6.51M - $7.89M
|
1.18M
$77.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
123K+ 820.23% |
$6.29M - $7.63M
|
138K
$9.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
120K+ 31.76% |
$6.15M - $7.46M
|
499K
$32.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
117K+ 208.47% |
$5.98M - $7.26M
|
173K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
116K+ 17.79% |
$5.96M - $7.22M
|
771K
$50.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
114K+ 104.75% |
$5.83M - $7.07M
|
223K
$14.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
113K+ 2.22% |
$5.8M - $7.04M
|
5.21M
$343M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
112K+ 26.24% |
$5.72M - $6.94M
|
538K
$35.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103K+ 9.14% |
$5.25M - $6.37M
|
1.23M
$80.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
102K+ 1516.29% |
$5.2M - $6.3M
|
108K
$7.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
100K+ 58.13% |
$5.13M - $6.21M
|
273K
$17.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
99.1K+ 11.11% |
$5.07M - $6.15M
|
991K
$65.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
98.9KNew |
$5.06M - $6.13M
|
98.9K
$6.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
98.4K+ 12.88% |
$5.03M - $6.1M
|
862K
$56.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
91.8K+ 13.42% |
$4.7M - $5.69M
|
776K
$51.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86.7K+ 2.56% |
$4.43M - $5.38M
|
3.47M
$229M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.3K+ 1.17% |
$4.41M - $5.35M
|
7.47M
$491M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
85.5KNew |
$4.37M - $5.3M
|
85.5K
$5.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84.8K+ 84.45% |
$4.34M - $5.26M
|
185K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
82.8KNew |
$4.24M - $5.14M
|
82.8K
$5.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.4K+ 39.27% |
$4.22M - $5.11M
|
292K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
81.4K+ 243.39% |
$4.16M - $5.05M
|
115K
$7.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80.5K+ 6.92% |
$4.12M - $4.99M
|
1.24M
$81.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
78.7K+ 13.33% |
$4.03M - $4.88M
|
669K
$44M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
75KNew |
$3.84M - $4.65M
|
75K
$4.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
74.9K+ 7.43% |
$3.83M - $4.64M
|
1.08M
$71.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
74.8KNew |
$3.82M - $4.64M
|
74.8K
$4.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
74.6K+ 13.48% |
$3.81M - $4.62M
|
628K
$41.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
73.7KNew |
$3.77M - $4.57M
|
73.7K
$4.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
72.8K+ 1128.46% |
$3.73M - $4.52M
|
79.3K
$5.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
72.3K+ 239.81% |
$3.7M - $4.48M
|
102K
$6.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
72KNew |
$3.68M - $4.46M
|
72K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
71.1K+ 5.61% |
$3.64M - $4.41M
|
1.34M
$88.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71K+ 13.81% |
$3.63M - $4.4M
|
585K
$38.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
70.6K+ 11.06% |
$3.61M - $4.38M
|
709K
$46.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
70.5K+ 10.28% |
$3.6M - $4.37M
|
756K
$49.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
66.1K+ 5.02% |
$3.38M - $4.1M
|
1.38M
$90.9M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
64.4K+ 2.41% |
$3.29M - $3.99M
|
2.74M
$180M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
64.4K+ 93.68% |
$3.29M - $3.99M
|
133K
$8.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
63.6KNew |
$3.25M - $3.94M
|
63.6K
$4.18M
|