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 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
4+ 0.11% |
$205 - $248
|
3.58K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$205 - $248
|
11K
$725K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.04% |
$205 - $248
|
9.77K
$643K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $186
|
14.2K
$934K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$153 - $186
|
22.9K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.09% |
$153 - $186
|
3.44K
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$153 - $186
|
3.72K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.3% |
$153 - $186
|
999
$65.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3+ 0.05% |
$153 - $186
|
5.88K
$387K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.01% |
$102 - $124
|
14.1K
$928K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2+ 0.04% |
$102 - $124
|
5.45K
$359K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 12.5% |
$102 - $124
|
18
$1.18K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$102 - $124
|
7.15K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.01% |
$102 - $124
|
30.6K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2+ 0.02% |
$102 - $124
|
13.2K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.02% |
$102 - $124
|
10.5K
$690K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1+ 0.02% |
$51.2 - $62
|
6.12K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$51.2 - $62
|
107K
$7.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.48% |
$51.2 - $62
|
211
$13.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$51.2 - $62
|
1.28K
$84.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1+ 0.03% |
$51.2 - $62
|
3.56K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.2 - $62
|
12.4K
$818K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.0% |
$51.2 - $62
|
37.6K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$51.2 - $62
|
6.43K
$423K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$51.2 - $62
|
45.3K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.1% |
$51.2 - $62
|
1.04K
$68.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$51.2 - $62
|
4.05K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1+ 0.02% |
$51.2 - $62
|
5.04K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.01% |
$51.2 - $62
|
11.1K
$728K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$51.2 - $62
|
4.22K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5- 0.07% |
$256 - $310
|
7.35K
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.1% |
$256 - $310
|
4.93K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.06% |
$256 - $310
|
8.84K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.08% |
$358 - $434
|
8.29K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-7- 0.04% |
$358 - $434
|
19.2K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.07% |
$409 - $496
|
10.8K
$709K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-9- 0.06% |
$460 - $558
|
16.1K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-10- 0.16% |
$512 - $620
|
6.3K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-11- 0.1% |
$563 - $682
|
10.5K
$691K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-11- 0.04% |
$563 - $682
|
29K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-13- 0.11% |
$665 - $806
|
11.7K
$772K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-13- 0.04% |
$665 - $806
|
31.6K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.22% |
$767 - $930
|
6.74K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-15- 0.23% |
$767 - $930
|
6.56K
$431K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-16- 0.09% |
$819 - $992
|
17.6K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-18- 0.31% |
$921 - $1.12K
|
5.83K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18- 0.17% |
$921 - $1.12K
|
10.3K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20- 0.19% |
$1.02K - $1.24K
|
10.7K
$704K
|