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 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-20- 0.34% |
$1.02K - $1.24K
|
5.91K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-21- 0.28% |
$1.07K - $1.3K
|
7.54K
$496K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-22- 0.15% |
$1.13K - $1.36K
|
15.1K
$995K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-23- 0.34% |
$1.18K - $1.43K
|
6.79K
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-23- 0.06% |
$1.18K - $1.43K
|
38K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-23- 1.4% |
$1.18K - $1.43K
|
1.62K
$106K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.29% |
$1.28K - $1.55K
|
8.56K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-27- 0.59% |
$1.38K - $1.67K
|
4.52K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 0.44% |
$1.43K - $1.74K
|
6.33K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-29- 15.18% |
$1.48K - $1.8K
|
162
$10.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-29- 0.19% |
$1.48K - $1.8K
|
14.9K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-30- 0.07% |
$1.53K - $1.86K
|
43.8K
$2.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-30- 0.15% |
$1.53K - $1.86K
|
19.6K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-32- 0.66% |
$1.64K - $1.98K
|
4.83K
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-32- 0.12% |
$1.64K - $1.98K
|
27.7K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.07% |
$1.64K - $1.98K
|
46.2K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-34- 0.42% |
$1.74K - $2.11K
|
7.99K
$526K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-35- 0.07% |
$1.79K - $2.17K
|
50.7K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-35- 0.23% |
$1.79K - $2.17K
|
15.1K
$991K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-35- 0.69% |
$1.79K - $2.17K
|
5.06K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-35- 0.48% |
$1.79K - $2.17K
|
7.22K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-36- 13.38% |
$1.84K - $2.23K
|
233
$15.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-37- 0.2% |
$1.89K - $2.29K
|
18.5K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-37- 0.28% |
$1.89K - $2.29K
|
13.4K
$882K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-39- 0.3% |
$2K - $2.42K
|
13.1K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-39- 1.19% |
$2K - $2.42K
|
3.23K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-40- 0.16% |
$2.05K - $2.48K
|
24.8K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-40- 0.03% |
$2.05K - $2.48K
|
159K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-42- 0.42% |
$2.15K - $2.6K
|
10K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-43- 1.14% |
$2.2K - $2.67K
|
3.71K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-43- 0.16% |
$2.2K - $2.67K
|
27.4K
$1.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-44- 0.13% |
$2.25K - $2.73K
|
34.5K
$2.27M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-45- 0.15% |
$2.3K - $2.79K
|
29.3K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-46- 0.05% |
$2.35K - $2.85K
|
87.1K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-49- 0.59% |
$2.51K - $3.04K
|
8.28K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 28.57% |
$2.56K - $3.1K
|
125
$8.22K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-50- 0.24% |
$2.56K - $3.1K
|
20.6K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-50- 0.51% |
$2.56K - $3.1K
|
9.69K
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-51- 0.27% |
$2.61K - $3.16K
|
18.7K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-51- 0.69% |
$2.61K - $3.16K
|
7.37K
$485K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-52- 0.16% |
$2.66K - $3.23K
|
32.5K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-52- 0.47% |
$2.66K - $3.23K
|
11K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-55- 1.42% |
$2.81K - $3.41K
|
3.81K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-55- 17.19% |
$2.81K - $3.41K
|
265
$17.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-56- 0.5% |
$2.86K - $3.47K
|
11.2K
$735K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-58- 0.9% |
$2.97K - $3.6K
|
6.37K
$419K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 0.38% |
$2.97K - $3.6K
|
15.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
SELL
|
- |
-60- 0.11% |
$3.07K - $3.72K
|
56K
$3.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-64- 0.19% |
$3.27K - $3.97K
|
34.2K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-65- 1.22% |
$3.33K - $4.03K
|
5.28K
$347K
|