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 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
91+ 0.34% |
$4.66K - $5.64K
|
26.5K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
90+ 2.22% |
$4.6K - $5.58K
|
4.14K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
90+ 0.64% |
$4.6K - $5.58K
|
14.2K
$931K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
85+ 2.21% |
$4.35K - $5.27K
|
3.93K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
85+ 0.31% |
$4.35K - $5.27K
|
27.4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85+ 1.48% |
$4.35K - $5.27K
|
5.81K
$382K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80+ 0.1% |
$4.09K - $4.96K
|
76.8K
$5.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
77+ 2.19% |
$3.94K - $4.78K
|
3.59K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
76+ 0.07% |
$3.89K - $4.71K
|
107K
$7.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
76+ 0.13% |
$3.89K - $4.71K
|
58.8K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
75New |
$3.84K - $4.65K
|
75
$4.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
73+ 0.33% |
$3.73K - $4.53K
|
22.1K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
72+ 1.8% |
$3.68K - $4.47K
|
4.08K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 0.46% |
$3.38K - $4.09K
|
14.5K
$956K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
65+ 0.63% |
$3.33K - $4.03K
|
10.3K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
62+ 1.45% |
$3.17K - $3.85K
|
4.33K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60New |
$3.07K - $3.72K
|
60
$3.95K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
59+ 1.03% |
$3.02K - $3.66K
|
5.76K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
57+ 0.48% |
$2.92K - $3.54K
|
11.9K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
56+ 0.48% |
$2.86K - $3.47K
|
11.8K
$774K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
56+ 0.41% |
$2.86K - $3.47K
|
13.7K
$900K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
51+ 0.48% |
$2.61K - $3.16K
|
10.7K
$706K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.38% |
$2.56K - $3.1K
|
13.1K
$858K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
47+ 0.21% |
$2.4K - $2.91K
|
22K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
43+ 0.11% |
$2.2K - $2.67K
|
39.9K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
43+ 0.31% |
$2.2K - $2.67K
|
13.7K
$901K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
42+ 1.79% |
$2.15K - $2.6K
|
2.38K
$157K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
41+ 1.06% |
$2.1K - $2.54K
|
3.91K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
41+ 0.23% |
$2.1K - $2.54K
|
18.1K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
40+ 0.26% |
$2.05K - $2.48K
|
15.6K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
39+ 0.98% |
$2K - $2.42K
|
4.03K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
39+ 12.34% |
$2K - $2.42K
|
355
$23.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
38+ 0.3% |
$1.94K - $2.36K
|
12.7K
$834K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
38+ 0.3% |
$1.94K - $2.36K
|
12.6K
$831K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
36+ 0.18% |
$1.84K - $2.23K
|
20.5K
$1.35M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
35+ 0.16% |
$1.79K - $2.17K
|
21.5K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
34+ 1.3% |
$1.74K - $2.11K
|
2.65K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
34+ 0.34% |
$1.74K - $2.11K
|
10.1K
$662K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
29+ 0.32% |
$1.48K - $1.8K
|
9.23K
$607K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
29+ 1.09% |
$1.48K - $1.8K
|
2.69K
$177K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
28+ 0.32% |
$1.43K - $1.74K
|
8.69K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
28+ 0.11% |
$1.43K - $1.74K
|
26.2K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 3.48% |
$1.38K - $1.67K
|
803
$52.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.28K - $1.55K
|
14.5K
$952K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
24+ 0.22% |
$1.23K - $1.49K
|
11K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
24+ 0.09% |
$1.23K - $1.49K
|
28K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
23+ 0.28% |
$1.18K - $1.43K
|
8.12K
$534K
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
23+ 0.31% |
$1.18K - $1.43K
|
7.53K
$495K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22+ 0.31% |
$1.13K - $1.36K
|
7.1K
$467K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
22+ 0.17% |
$1.13K - $1.36K
|
12.9K
$850K
|