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 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
38+ 0.3% |
$1.94K - $2.36K
|
12.7K
$796K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
27+ 3.48% |
$1.38K - $1.67K
|
803
$50.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22+ 0.31% |
$1.13K - $1.36K
|
7.1K
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.31% |
$665 - $806
|
4.19K
$263K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9+ 0.1% |
$460 - $558
|
9.12K
$573K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.01% |
$102 - $124
|
14.1K
$886K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2+ 0.04% |
$102 - $124
|
5.45K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1+ 0.02% |
$51.2 - $62
|
6.12K
$384K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.08% |
$358 - $434
|
8.29K
$521K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.07% |
$409 - $496
|
10.8K
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-11- 0.1% |
$563 - $682
|
10.5K
$660K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-16- 0.09% |
$819 - $992
|
17.6K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-18- 0.31% |
$921 - $1.12K
|
5.83K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-23- 0.34% |
$1.18K - $1.43K
|
6.79K
$427K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-35- 0.07% |
$1.79K - $2.17K
|
50.7K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-39- 0.3% |
$2K - $2.42K
|
13.1K
$823K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-44- 0.13% |
$2.25K - $2.73K
|
34.5K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 28.57% |
$2.56K - $3.1K
|
125
$7.85K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-55- 1.42% |
$2.81K - $3.41K
|
3.81K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-66- 1.1% |
$3.38K - $4.09K
|
5.95K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-66- 1.37% |
$3.38K - $4.09K
|
4.74K
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-69- 1.11% |
$3.53K - $4.28K
|
6.17K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-72- 0.19% |
$3.68K - $4.47K
|
38.2K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-83- 0.26% |
$4.25K - $5.15K
|
32.4K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-92- 0.68% |
$4.71K - $5.71K
|
13.4K
$842K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-100- 2.57% |
$5.12K - $6.2K
|
3.79K
$238K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.14% |
$5.27K - $6.39K
|
4.71K
$295K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-117- 3.26% |
$5.99K - $7.26K
|
3.48K
$218K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-125- 3.47% |
$6.4K - $7.75K
|
3.48K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-125- 3.61% |
$6.4K - $7.75K
|
3.33K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-176- 2.63% |
$9K - $10.9K
|
6.52K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-200- 1.72% |
$10.2K - $12.4K
|
11.4K
$718K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-206- 1.59% |
$10.5K - $12.8K
|
12.7K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-272- 2.17% |
$13.9K - $16.9K
|
12.3K
$770K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-295- 2.5% |
$15.1K - $18.3K
|
11.5K
$722K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-337- 1.41% |
$17.2K - $20.9K
|
23.5K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-370- 11.94% |
$18.9K - $22.9K
|
2.73K
$171K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-393- 0.6% |
$20.1K - $24.4K
|
65.3K
$4.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-406- 3.47% |
$20.8K - $25.2K
|
11.3K
$709K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-408- 0.31% |
$20.9K - $25.3K
|
132K
$8.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-410- 18.64% |
$21K - $25.4K
|
1.79K
$112K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-520- 2.05% |
$26.6K - $32.3K
|
24.8K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-536- 9.83% |
$27.4K - $33.2K
|
4.92K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-552- 0.43% |
$28.2K - $34.2K
|
129K
$8.09M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-582- 21.84% |
$29.8K - $36.1K
|
2.08K
$131K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-590- 1.77% |
$30.2K - $36.6K
|
32.7K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-640- 0.95% |
$32.7K - $39.7K
|
66.4K
$4.17M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-725- 4.27% |
$37.1K - $45K
|
16.3K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-730- 1.84% |
$37.3K - $45.3K
|
39K
$2.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-772- 2.6% |
$39.5K - $47.9K
|
28.9K
$1.82M
|