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 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 0.69% |
$61.9K - $75K
|
173K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.21K- 5.87% |
$62K - $75.1K
|
19.4K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-1.22K- 2.12% |
$62.2K - $75.4K
|
56.1K
$3.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-1.22K- 20.02% |
$62.4K - $75.6K
|
4.87K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.23K- 2.49% |
$62.8K - $76.1K
|
48K
$3.15M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.23K- 4.97% |
$62.9K - $76.2K
|
23.5K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 0.21% |
$63.2K - $76.6K
|
600K
$39.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.24K- 6.13% |
$63.3K - $76.8K
|
19K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.24K- 32.22% |
$63.4K - $76.9K
|
2.61K
$172K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 15.59% |
$63.9K - $77.5K
|
6.77K
$445K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.25K- 3.52% |
$63.9K - $77.5K
|
34.3K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.26K- 7.78% |
$64.6K - $78.3K
|
15K
$984K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 55.93% |
$64.9K - $78.7K
|
1K
$65.8K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.28K- 0.94% |
$65.2K - $79.1K
|
135K
$8.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.28K- 2.95% |
$65.3K - $79.1K
|
42K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.28K- 9.83% |
$65.5K - $79.4K
|
11.8K
$773K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 1.67% |
$66.3K - $80.3K
|
76.1K
$5M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.3K- 0.62% |
$66.3K - $80.4K
|
209K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.28% |
$66.7K - $80.8K
|
101K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.31K- 5.62% |
$67.1K - $81.3K
|
22K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.32K- 8.54% |
$67.5K - $81.9K
|
14.1K
$930K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.32K- 4.81% |
$67.7K - $82.1K
|
26.2K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.33K- 28.86% |
$67.9K - $82.4K
|
3.27K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 8.02% |
$68.4K - $82.9K
|
15.3K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.34K- 1.18% |
$68.5K - $83K
|
112K
$7.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.35K- 3.66% |
$68.8K - $83.4K
|
35.4K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.35K- 10.97% |
$68.9K - $83.5K
|
10.9K
$718K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.37K- 3.88% |
$70.2K - $85.2K
|
34.1K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.39K- 1.45% |
$71K - $86K
|
94.2K
$6.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.3% |
$72.1K - $87.4K
|
467K
$30.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.42K- 6.55% |
$72.6K - $88K
|
20.3K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.43K- 52.94% |
$73.2K - $88.7K
|
1.27K
$83.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.43K- 8.65% |
$73.2K - $88.8K
|
15.1K
$994K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-1.47K- 6.23% |
$75.1K - $91K
|
22.1K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.49K- 5.5% |
$76.3K - $92.5K
|
25.6K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.5K- 0.81% |
$76.6K - $92.9K
|
185K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.51K- 1.3% |
$77K - $93.3K
|
114K
$7.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.51K- 10.07% |
$77.3K - $93.7K
|
13.5K
$887K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.52K- 12.52% |
$77.6K - $94K
|
10.6K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.53K- 8.68% |
$78K - $94.6K
|
16K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.53K- 24.89% |
$78.3K - $95K
|
4.62K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.54K- 20.21% |
$78.5K - $95.2K
|
6.06K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.56K- 9.65% |
$80K - $96.9K
|
14.6K
$963K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.57K- 25.06% |
$80.1K - $97.1K
|
4.68K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.58K- 1.33% |
$80.6K - $97.7K
|
117K
$7.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.59K- 1.07% |
$81.5K - $98.8K
|
148K
$9.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.61K- 3.66% |
$82.1K - $99.5K
|
42.2K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-1.61K- 19.98% |
$82.5K - $100K
|
6.46K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.61K- 7.01% |
$82.6K - $100K
|
21.4K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.62K- 17.65% |
$82.6K - $100K
|
7.54K
$496K
|