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 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-66- 1.37% |
$3.38K - $4.09K
|
4.74K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-66- 1.1% |
$3.38K - $4.09K
|
5.95K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-66- 0.17% |
$3.38K - $4.09K
|
38.9K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-66- 0.17% |
$3.38K - $4.09K
|
39.4K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-67- 0.78% |
$3.43K - $4.16K
|
8.52K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-67- 0.18% |
$3.43K - $4.16K
|
37.4K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-69- 1.11% |
$3.53K - $4.28K
|
6.17K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-69- 0.28% |
$3.53K - $4.28K
|
24.3K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-69- 1.02% |
$3.53K - $4.28K
|
6.73K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-70- 1.75% |
$3.58K - $4.34K
|
3.94K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-71- 1.25% |
$3.63K - $4.4K
|
5.61K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-71- 1.52% |
$3.63K - $4.4K
|
4.59K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-71- 5.35% |
$3.63K - $4.4K
|
1.26K
$82.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-71- 0.53% |
$3.63K - $4.4K
|
13.3K
$874K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-72- 0.19% |
$3.68K - $4.47K
|
38.2K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-73- 0.06% |
$3.73K - $4.53K
|
117K
$7.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-74Closed |
$3.79K - $4.59K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-75- 1.12% |
$3.84K - $4.65K
|
6.65K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-78- 0.39% |
$3.99K - $4.84K
|
20.1K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-79- 0.05% |
$4.04K - $4.9K
|
163K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-80- 2.18% |
$4.09K - $4.96K
|
3.59K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-83- 0.26% |
$4.25K - $5.15K
|
32.4K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-83- 1.38% |
$4.25K - $5.15K
|
5.92K
$389K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-83- 1.58% |
$4.25K - $5.15K
|
5.18K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-83- 0.53% |
$4.25K - $5.15K
|
15.6K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-84- 0.4% |
$4.3K - $5.21K
|
21K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-85- 3.7% |
$4.35K - $5.27K
|
2.22K
$146K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-87- 27.44% |
$4.45K - $5.4K
|
230
$15.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-89- 0.97% |
$4.55K - $5.52K
|
9.13K
$601K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-89- 1.95% |
$4.55K - $5.52K
|
4.48K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-90- 22.39% |
$4.6K - $5.58K
|
312
$20.5K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-92- 0.68% |
$4.71K - $5.71K
|
13.4K
$882K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-93- 0.14% |
$4.76K - $5.77K
|
68.7K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-93- 1.78% |
$4.76K - $5.77K
|
5.15K
$338K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-94- 2.63% |
$4.81K - $5.83K
|
3.48K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-96- 2.5% |
$4.91K - $5.95K
|
3.74K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-98- 0.45% |
$5.01K - $6.08K
|
21.5K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-100- 2.57% |
$5.12K - $6.2K
|
3.79K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 1.12% |
$5.12K - $6.2K
|
8.85K
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-100- 1.53% |
$5.12K - $6.2K
|
6.44K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-100- 0.28% |
$5.12K - $6.2K
|
35.5K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-101- 1.35% |
$5.17K - $6.26K
|
7.38K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-101- 1.28% |
$5.17K - $6.26K
|
7.82K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-102- 0.09% |
$5.22K - $6.33K
|
118K
$7.76M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.14% |
$5.27K - $6.39K
|
4.71K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-105- 1.34% |
$5.37K - $6.51K
|
7.72K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-108- 1.31% |
$5.53K - $6.7K
|
8.13K
$535K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-112- 5.75% |
$5.73K - $6.95K
|
1.84K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-112- 0.8% |
$5.73K - $6.95K
|
13.8K
$909K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-113- 23.59% |
$5.78K - $7.01K
|
366
$24.1K
|