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 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
62.8KNew |
$3.21M - $3.9M
|
62.8K
$4.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
61.8K+ 3.1% |
$3.16M - $3.83M
|
2.06M
$135M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.3K+ 2.59% |
$3.08M - $3.74M
|
2.39M
$157M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
59.9K+ 17.24% |
$3.07M - $3.72M
|
407K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
58.7KNew |
$3M - $3.64M
|
58.7K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
58.5K+ 139.39% |
$2.99M - $3.63M
|
100K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
58.2K+ 25.72% |
$2.98M - $3.61M
|
284K
$18.7M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
58.1K+ 67.0% |
$2.97M - $3.61M
|
145K
$9.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
57.2K+ 112.0% |
$2.93M - $3.55M
|
108K
$7.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57.2K+ 9.05% |
$2.92M - $3.54M
|
689K
$45.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
55.8K+ 5.33% |
$2.85M - $3.46M
|
1.1M
$72.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
53.8KNew |
$2.75M - $3.33M
|
53.8K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
52.9K+ 76.5% |
$2.71M - $3.28M
|
122K
$8.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
52.5K+ 39.16% |
$2.68M - $3.25M
|
186K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
52K+ 0.74% |
$2.66M - $3.22M
|
7.04M
$463M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
51K+ 2.94% |
$2.61M - $3.16M
|
1.78M
$117M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
50.7K+ 30.62% |
$2.59M - $3.14M
|
216K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
50.5K+ 3.08% |
$2.58M - $3.13M
|
1.69M
$111M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
49.7K+ 6.95% |
$2.54M - $3.08M
|
765K
$50.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
49.3K+ 44.3% |
$2.52M - $3.06M
|
161K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
49.2K+ 11.12% |
$2.52M - $3.05M
|
491K
$32.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
48.2KNew |
$2.47M - $2.99M
|
48.2K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
47.2K+ 6.11% |
$2.42M - $2.93M
|
821K
$54M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
46.8K+ 8.11% |
$2.39M - $2.9M
|
624K
$41M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46.6K+ 4.12% |
$2.38M - $2.89M
|
1.18M
$77.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
46.5KNew |
$2.38M - $2.89M
|
46.5K
$3.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
45.9K+ 245.63% |
$2.35M - $2.85M
|
64.6K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
45.9K+ 12.64% |
$2.35M - $2.85M
|
409K
$26.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
45.6K+ 50.81% |
$2.33M - $2.83M
|
135K
$8.89M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
45.2KNew |
$2.31M - $2.8M
|
45.2K
$2.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
44.9K+ 101.95% |
$2.3M - $2.78M
|
88.9K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
44.8KNew |
$2.29M - $2.78M
|
44.8K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.6K+ 22.84% |
$2.28M - $2.77M
|
240K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
44.6KNew |
$2.28M - $2.77M
|
44.6K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
44.5K+ 16.39% |
$2.28M - $2.76M
|
316K
$20.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
44.3K+ 117.81% |
$2.26M - $2.75M
|
81.8K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
44K+ 47.9% |
$2.25M - $2.73M
|
136K
$8.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
43.7K+ 22.34% |
$2.23M - $2.71M
|
239K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
43.6K+ 3.24% |
$2.23M - $2.7M
|
1.39M
$91.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
43.4K+ 1.37% |
$2.22M - $2.69M
|
3.2M
$211M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
43.2K+ 25.02% |
$2.21M - $2.68M
|
216K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43.1KNew |
$2.21M - $2.67M
|
43.1K
$2.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.1K+ 6.25% |
$2.2M - $2.67M
|
732K
$48.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
43K+ 71.47% |
$2.2M - $2.67M
|
103K
$6.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
42.9K+ 61.32% |
$2.2M - $2.66M
|
113K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.6KNew |
$2.18M - $2.64M
|
42.6K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.2K+ 27.39% |
$2.16M - $2.62M
|
196K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
41.5K+ 6.76% |
$2.12M - $2.57M
|
655K
$43.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
40.3K+ 80.39% |
$2.06M - $2.5M
|
90.4K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
39.8K+ 48.4% |
$2.04M - $2.47M
|
122K
$8.03M
|