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 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-556- 2.45% |
$28.4K - $34.5K
|
22.2K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-561- 0.87% |
$28.7K - $34.8K
|
64.1K
$4.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-562- 0.72% |
$28.8K - $34.9K
|
77.3K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-572- 1.9% |
$29.3K - $35.5K
|
29.6K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-575- 5.47% |
$29.4K - $35.7K
|
9.95K
$654K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-582- 21.84% |
$29.8K - $36.1K
|
2.08K
$137K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-585- 8.52% |
$29.9K - $36.3K
|
6.28K
$413K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-590- 1.77% |
$30.2K - $36.6K
|
32.7K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-596- 9.57% |
$30.5K - $37K
|
5.63K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-598- 0.72% |
$30.6K - $37.1K
|
82.6K
$5.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-620- 1.95% |
$31.7K - $38.5K
|
31.2K
$2.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-625- 1.4% |
$32K - $38.8K
|
44K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-628- 7.17% |
$32.1K - $38.9K
|
8.13K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-635- 5.92% |
$32.5K - $39.4K
|
10.1K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-637- 2.13% |
$32.6K - $39.5K
|
29.3K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-640- 0.95% |
$32.7K - $39.7K
|
66.4K
$4.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-646- 4.73% |
$33K - $40.1K
|
13K
$856K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-651- 0.04% |
$33.3K - $40.4K
|
1.46M
$95.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-663- 4.52% |
$33.9K - $41.1K
|
14K
$922K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-671- 0.26% |
$34.3K - $41.6K
|
260K
$17.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-690- 13.23% |
$35.3K - $42.8K
|
4.53K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-700- 12.83% |
$35.8K - $43.4K
|
4.75K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-707- 0.53% |
$36.2K - $43.8K
|
132K
$8.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-721- 9.03% |
$36.9K - $44.7K
|
7.27K
$478K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-723- 6.8% |
$37K - $44.8K
|
9.9K
$651K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-725- 4.27% |
$37.1K - $45K
|
16.3K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-726- 2.68% |
$37.1K - $45K
|
26.4K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-730- 1.84% |
$37.3K - $45.3K
|
39K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-735- 6.31% |
$37.6K - $45.6K
|
10.9K
$718K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-737- 1.53% |
$37.7K - $45.7K
|
47.3K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-748- 6.46% |
$38.3K - $46.4K
|
10.8K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-750- 7.35% |
$38.4K - $46.5K
|
9.46K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-760- 10.99% |
$38.9K - $47.1K
|
6.16K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-764- 3.77% |
$39.1K - $47.4K
|
19.5K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-772- 2.6% |
$39.5K - $47.9K
|
28.9K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-774- 1.22% |
$39.6K - $48K
|
62.6K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-795- 0.16% |
$40.7K - $49.3K
|
490K
$32.2M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-799- 1.54% |
$40.9K - $49.6K
|
50.9K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-805- 3.81% |
$41.2K - $49.9K
|
20.4K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-826- 3.03% |
$42.3K - $51.2K
|
26.4K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-831- 16.51% |
$42.5K - $51.5K
|
4.2K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-844- 1.25% |
$43.2K - $52.3K
|
66.9K
$4.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-847- 1.91% |
$43.3K - $52.5K
|
43.4K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-848- 1.24% |
$43.4K - $52.6K
|
67.3K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-853- 4.64% |
$43.6K - $52.9K
|
17.6K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-858- 14.56% |
$43.9K - $53.2K
|
5.04K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-865- 1.12% |
$44.3K - $53.6K
|
76.2K
$5.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-867- 0.32% |
$44.4K - $53.8K
|
267K
$17.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-871- 9.82% |
$44.6K - $54K
|
8K
$526K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-895- 5.6% |
$45.8K - $55.5K
|
15.1K
$993K
|