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 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-190- 4.36% |
$9.72K - $11.8K
|
4.17K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-192- 4.63% |
$9.82K - $11.9K
|
3.96K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-193- 0.3% |
$9.87K - $12K
|
64.9K
$4.27M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-193- 3.14% |
$9.87K - $12K
|
5.95K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-194- 0.74% |
$9.93K - $12K
|
26.1K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-198- 1.79% |
$10.1K - $12.3K
|
10.9K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-200- 5.06% |
$10.2K - $12.4K
|
3.76K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-200- 1.72% |
$10.2K - $12.4K
|
11.4K
$752K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-200- 0.99% |
$10.2K - $12.4K
|
19.9K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-200- 2.51% |
$10.2K - $12.4K
|
7.76K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-200- 8.66% |
$10.2K - $12.4K
|
2.11K
$139K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-201- 11.53% |
$10.3K - $12.5K
|
1.54K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-201- 0.32% |
$10.3K - $12.5K
|
63.2K
$4.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-202- 1.63% |
$10.3K - $12.5K
|
12.2K
$800K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-204- 1.12% |
$10.4K - $12.7K
|
18K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-205- 8.17% |
$10.5K - $12.7K
|
2.3K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-205- 1.48% |
$10.5K - $12.7K
|
13.6K
$897K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-206- 1.59% |
$10.5K - $12.8K
|
12.7K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-207- 5.06% |
$10.6K - $12.8K
|
3.88K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-209- 0.58% |
$10.7K - $13K
|
35.6K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-210- 0.57% |
$10.7K - $13K
|
36.5K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-215- 0.57% |
$11K - $13.3K
|
37.2K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-217- 16.99% |
$11.1K - $13.5K
|
1.06K
$69.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-218- 6.19% |
$11.2K - $13.5K
|
3.31K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-219- 2.62% |
$11.2K - $13.6K
|
8.14K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-222- 1.06% |
$11.4K - $13.8K
|
20.8K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-227- 6.36% |
$11.6K - $14.1K
|
3.34K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-231- 46.86% |
$11.8K - $14.3K
|
262
$17.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-234- 2.92% |
$12K - $14.5K
|
7.78K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-238- 6.09% |
$12.2K - $14.8K
|
3.67K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-238- 4.73% |
$12.2K - $14.8K
|
4.79K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-242- 1.57% |
$12.4K - $15K
|
15.1K
$996K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-243- 1.09% |
$12.4K - $15.1K
|
22.1K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-248- 1.15% |
$12.7K - $15.4K
|
21.4K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-249- 0.56% |
$12.7K - $15.4K
|
44.2K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-250- 4.53% |
$12.8K - $15.5K
|
5.27K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-250- 4.05% |
$12.8K - $15.5K
|
5.93K
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 0.21% |
$12.8K - $15.5K
|
116K
$7.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-253- 10.92% |
$12.9K - $15.7K
|
2.06K
$136K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-255- 1.17% |
$13K - $15.8K
|
21.6K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-255- 0.36% |
$13K - $15.8K
|
70.7K
$4.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-257- 0.36% |
$13.1K - $15.9K
|
71.5K
$4.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-260- 0.96% |
$13.3K - $16.1K
|
26.7K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-261- 2.88% |
$13.4K - $16.2K
|
8.79K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-262- 1.27% |
$13.4K - $16.2K
|
20.4K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-269- 11.57% |
$13.8K - $16.7K
|
2.06K
$135K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-272- 2.17% |
$13.9K - $16.9K
|
12.3K
$807K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-272- 0.77% |
$13.9K - $16.9K
|
35.2K
$2.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-274- 1.22% |
$14K - $17K
|
22.2K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-274- 0.21% |
$14K - $17K
|
132K
$8.66M
|