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 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-115- 1.45% |
$5.88K - $7.13K
|
7.82K
$515K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-115- 2.03% |
$5.88K - $7.13K
|
5.54K
$364K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-116- 5.38% |
$5.93K - $7.19K
|
2.04K
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-116- 0.14% |
$5.93K - $7.19K
|
80.7K
$5.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-117- 3.26% |
$5.99K - $7.26K
|
3.48K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-117- 0.07% |
$5.99K - $7.26K
|
175K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-123- 1.33% |
$6.29K - $7.63K
|
9.15K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-123- 2.6% |
$6.29K - $7.63K
|
4.61K
$303K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-125- 3.47% |
$6.4K - $7.75K
|
3.48K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-125- 3.61% |
$6.4K - $7.75K
|
3.33K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-126- 3.28% |
$6.45K - $7.81K
|
3.72K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-127- 1.35% |
$6.5K - $7.88K
|
9.29K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-127- 1.6% |
$6.5K - $7.88K
|
7.82K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-129- 0.42% |
$6.6K - $8K
|
30.6K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-131- 1.39% |
$6.7K - $8.12K
|
9.27K
$610K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-135- 1.69% |
$6.91K - $8.37K
|
7.86K
$517K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-136- 0.31% |
$6.96K - $8.43K
|
44.3K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-137- 1.31% |
$7.01K - $8.5K
|
10.4K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-140- 1.61% |
$7.16K - $8.68K
|
8.55K
$562K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-140- 84.85% |
$7.16K - $8.68K
|
25
$1.64K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-145- 2.57% |
$7.42K - $8.99K
|
5.49K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-147- 3.24% |
$7.52K - $9.12K
|
4.39K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-149- 46.71% |
$7.62K - $9.24K
|
170
$11.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-150- 27.03% |
$7.67K - $9.3K
|
405
$26.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-150- 1.51% |
$7.67K - $9.3K
|
9.81K
$645K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-156- 0.41% |
$7.98K - $9.68K
|
38K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-157- 0.94% |
$8.03K - $9.74K
|
16.5K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-157- 0.97% |
$8.03K - $9.74K
|
16K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-158- 0.4% |
$8.08K - $9.8K
|
39.7K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-159- 1.53% |
$8.13K - $9.86K
|
10.3K
$675K
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-159- 1.75% |
$8.13K - $9.86K
|
8.94K
$588K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-160- 0.98% |
$8.19K - $9.92K
|
16.1K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-161- 2.61% |
$8.24K - $9.99K
|
6.01K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-165- 0.55% |
$8.44K - $10.2K
|
29.9K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-165- 0.44% |
$8.44K - $10.2K
|
37.6K
$2.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-170- 1.52% |
$8.7K - $10.5K
|
11K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-174- 0.81% |
$8.9K - $10.8K
|
21.3K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-175- 4.98% |
$8.95K - $10.9K
|
3.34K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-176- 2.63% |
$9K - $10.9K
|
6.52K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-176- 1.63% |
$9K - $10.9K
|
10.6K
$697K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-177- 1.62% |
$9.06K - $11K
|
10.8K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-179- 2.62% |
$9.16K - $11.1K
|
6.66K
$438K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-179- 0.09% |
$9.16K - $11.1K
|
190K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-181- 0.83% |
$9.26K - $11.2K
|
21.6K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-182- 1.29% |
$9.31K - $11.3K
|
14K
$918K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-182- 1.79% |
$9.31K - $11.3K
|
9.97K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-185- 1.53% |
$9.46K - $11.5K
|
11.9K
$784K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-185- 1.42% |
$9.46K - $11.5K
|
12.9K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-185- 2.1% |
$9.46K - $11.5K
|
8.64K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-188- 1.61% |
$9.62K - $11.7K
|
11.5K
$754K
|