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 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-384- 7.72% |
$19.6K - $23.8K
|
4.59K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-385- 4.93% |
$19.7K - $23.9K
|
7.42K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-388- 6.02% |
$19.9K - $24.1K
|
6.06K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-393- 0.6% |
$20.1K - $24.4K
|
65.3K
$4.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-395- 10.29% |
$20.2K - $24.5K
|
3.44K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-395- 1.81% |
$20.2K - $24.5K
|
21.5K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-396- 0.11% |
$20.3K - $24.6K
|
359K
$23.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-398- 7.72% |
$20.4K - $24.7K
|
4.76K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-399- 5.72% |
$20.4K - $24.7K
|
6.58K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-400- 2.99% |
$20.5K - $24.8K
|
13K
$853K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-405- 0.87% |
$20.7K - $25.1K
|
46.4K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-406- 3.47% |
$20.8K - $25.2K
|
11.3K
$742K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-408- 0.31% |
$20.9K - $25.3K
|
132K
$8.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-409- 6.25% |
$20.9K - $25.4K
|
6.14K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-410- 18.64% |
$21K - $25.4K
|
1.79K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-410- 10.94% |
$21K - $25.4K
|
3.34K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-422- 2.24% |
$21.6K - $26.2K
|
18.4K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-422- 3.39% |
$21.6K - $26.2K
|
12K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-423- 3.55% |
$21.6K - $26.2K
|
11.5K
$756K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-432- 1.91% |
$22.1K - $26.8K
|
22.2K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-439- 1.42% |
$22.5K - $27.2K
|
30.4K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-446- 2.04% |
$22.8K - $27.7K
|
21.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-450- 0.39% |
$23K - $27.9K
|
116K
$7.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-456- 3.54% |
$23.3K - $28.3K
|
12.4K
$818K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-457- 2.9% |
$23.4K - $28.3K
|
15.3K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-460- 0.14% |
$23.5K - $28.5K
|
319K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-467- 2.81% |
$23.9K - $29K
|
16.2K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-470- 8.63% |
$24K - $29.1K
|
4.97K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-471- 3.72% |
$24.1K - $29.2K
|
12.2K
$802K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-477- 11.37% |
$24.4K - $29.6K
|
3.72K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-478- 1.62% |
$24.5K - $29.6K
|
29K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-485- 2.59% |
$24.8K - $30.1K
|
18.3K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-486- 20.66% |
$24.9K - $30.1K
|
1.87K
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-487- 0.51% |
$24.9K - $30.2K
|
94.3K
$6.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-490- 6.08% |
$25.1K - $30.4K
|
7.57K
$498K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-495- 3.77% |
$25.3K - $30.7K
|
12.6K
$832K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-498- 1.9% |
$25.5K - $30.9K
|
25.6K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 0.88% |
$25.6K - $31K
|
56.1K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-501- 2.05% |
$25.6K - $31.1K
|
23.9K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-513- 5.94% |
$26.2K - $31.8K
|
8.13K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-520- 2.05% |
$26.6K - $32.3K
|
24.8K
$1.63M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-520- 15.88% |
$26.6K - $32.3K
|
2.76K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-525- 8.86% |
$26.9K - $32.6K
|
5.4K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-531- 2.17% |
$27.2K - $32.9K
|
23.9K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-534- 2.13% |
$27.3K - $33.1K
|
24.5K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-536- 9.83% |
$27.4K - $33.2K
|
4.92K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-537- 1.61% |
$27.5K - $33.3K
|
32.8K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-540- 4.6% |
$27.6K - $33.5K
|
11.2K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-540- 11.82% |
$27.6K - $33.5K
|
4.03K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-552- 0.43% |
$28.2K - $34.2K
|
129K
$8.48M
|