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
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
21+ 0.44% |
$1.07K - $1.3K
|
4.76K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.05% |
$1.07K - $1.3K
|
45K
$2.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
21New |
$1.07K - $1.3K
|
21
$1.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
20+ 0.29% |
$1.02K - $1.24K
|
7.04K
$463K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 0.01% |
$1.02K - $1.24K
|
306K
$20.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20+ 0.31% |
$1.02K - $1.24K
|
6.57K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
20+ 0.27% |
$1.02K - $1.24K
|
7.3K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19+ 0.24% |
$972 - $1.18K
|
8.09K
$532K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
19+ 0.16% |
$972 - $1.18K
|
11.8K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.16% |
$972 - $1.18K
|
11.8K
$779K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
18+ 0.4% |
$921 - $1.12K
|
4.54K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.12% |
$870 - $1.05K
|
13.8K
$908K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14+ 0.08% |
$716 - $868
|
16.6K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.31% |
$665 - $806
|
4.19K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
13+ 0.31% |
$665 - $806
|
4.15K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
13+ 0.09% |
$665 - $806
|
13.7K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
13+ 0.13% |
$665 - $806
|
10.2K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
13+ 0.09% |
$665 - $806
|
14.1K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
13+ 0.18% |
$665 - $806
|
7.2K
$474K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
13+ 0.14% |
$665 - $806
|
9K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.15% |
$614 - $744
|
8.24K
$542K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12+ 0.15% |
$614 - $744
|
8.11K
$534K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
12+ 0.18% |
$614 - $744
|
6.64K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
12+ 1.19% |
$614 - $744
|
1.02K
$67.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.07% |
$563 - $682
|
16.4K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
11+ 0.28% |
$563 - $682
|
3.98K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
11+ 0.19% |
$563 - $682
|
5.66K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.3% |
$563 - $682
|
3.71K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$563 - $682
|
3.45K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
11+ 0.09% |
$563 - $682
|
12.4K
$813K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 0.26% |
$512 - $620
|
3.9K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
10+ 0.25% |
$512 - $620
|
4K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
10+ 0.29% |
$512 - $620
|
3.45K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9+ 0.1% |
$460 - $558
|
9.12K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9+ 0.18% |
$460 - $558
|
4.95K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
9+ 0.07% |
$460 - $558
|
12.8K
$841K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.26% |
$460 - $558
|
3.5K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8+ 0.04% |
$409 - $496
|
19.1K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 0.09% |
$409 - $496
|
8.67K
$571K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8+ 0.1% |
$409 - $496
|
7.72K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.03% |
$409 - $496
|
24.1K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7+ 0.01% |
$358 - $434
|
126K
$8.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.13% |
$358 - $434
|
5.25K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
7+ 0.13% |
$358 - $434
|
5.44K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7+ 0.08% |
$358 - $434
|
8.8K
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.14% |
$307 - $372
|
4.42K
$291K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5+ 0.36% |
$256 - $310
|
1.41K
$92.4K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5+ 0.03% |
$256 - $310
|
19.6K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.03% |
$205 - $248
|
14.6K
$957K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
4+ 0.1% |
$205 - $248
|
3.87K
$255K
|