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 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-275- 0.81% |
$14.1K - $17.1K
|
33.9K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-276- 1.3% |
$14.1K - $17.1K
|
21K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-276- 0.98% |
$14.1K - $17.1K
|
27.8K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-286- 0.24% |
$14.6K - $17.7K
|
121K
$7.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-287- 2.03% |
$14.7K - $17.8K
|
13.9K
$911K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-287- 42.39% |
$14.7K - $17.8K
|
390
$25.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-289- 6.82% |
$14.8K - $17.9K
|
3.95K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-290- 14.76% |
$14.8K - $18K
|
1.68K
$110K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-292- 30.93% |
$14.9K - $18.1K
|
652
$42.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-292- 1.44% |
$14.9K - $18.1K
|
20K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-295- 2.5% |
$15.1K - $18.3K
|
11.5K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-296- 0.73% |
$15.1K - $18.4K
|
40.1K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-297- 1.65% |
$15.2K - $18.4K
|
17.7K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-297- 5.45% |
$15.2K - $18.4K
|
5.15K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 1.65% |
$15.3K - $18.6K
|
17.9K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-300- 1.67% |
$15.3K - $18.6K
|
17.6K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 6.14% |
$15.3K - $18.6K
|
4.59K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-304- 2.02% |
$15.6K - $18.9K
|
14.7K
$969K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-310- 2.35% |
$15.9K - $19.2K
|
12.9K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-311- 0.84% |
$15.9K - $19.3K
|
36.8K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-312- 0.75% |
$16K - $19.4K
|
41.4K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-317- 0.98% |
$16.2K - $19.7K
|
32.1K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-318- 35.73% |
$16.3K - $19.7K
|
572
$37.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-324- 0.24% |
$16.6K - $20.1K
|
137K
$9.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-325- 6.15% |
$16.6K - $20.2K
|
4.96K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-328- 38.36% |
$16.8K - $20.3K
|
527
$34.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-328- 0.39% |
$16.8K - $20.3K
|
82.9K
$5.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-334- 8.96% |
$17.1K - $20.7K
|
3.4K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-336- 10.67% |
$17.2K - $20.8K
|
2.81K
$185K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-336- 2.0% |
$17.2K - $20.8K
|
16.4K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-336- 4.61% |
$17.2K - $20.8K
|
6.96K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-337- 1.41% |
$17.2K - $20.9K
|
23.5K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-338- 0.48% |
$17.3K - $21K
|
70.5K
$4.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-339- 9.07% |
$17.3K - $21K
|
3.4K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-345- 2.09% |
$17.7K - $21.4K
|
16.1K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-346- 0.78% |
$17.7K - $21.5K
|
44.3K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-352- 19.95% |
$18K - $21.8K
|
1.41K
$92.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-352- 3.68% |
$18K - $21.8K
|
9.22K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-355- 1.61% |
$18.2K - $22K
|
21.7K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-364- 0.9% |
$18.6K - $22.6K
|
40.1K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-365- 1.16% |
$18.7K - $22.6K
|
31.1K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-367- 4.02% |
$18.8K - $22.8K
|
8.77K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-368- 0.53% |
$18.8K - $22.8K
|
69.3K
$4.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-370- 11.94% |
$18.9K - $22.9K
|
2.73K
$180K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-370- 1.72% |
$18.9K - $22.9K
|
21.1K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-370- 1.08% |
$18.9K - $22.9K
|
34K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-370- 2.82% |
$18.9K - $22.9K
|
12.7K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-375- 0.35% |
$19.2K - $23.3K
|
106K
$6.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-375- 1.15% |
$19.2K - $23.3K
|
32.2K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-376- 5.06% |
$19.2K - $23.3K
|
7.06K
$464K
|