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 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.62K- 2.99% |
$82.8K - $100K
|
52.5K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.62K- 3.91% |
$83K - $101K
|
39.9K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.63K- 7.07% |
$83.4K - $101K
|
21.4K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.63K- 5.01% |
$83.6K - $101K
|
31K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.65K- 2.43% |
$84.5K - $102K
|
66.2K
$4.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.67K- 14.1% |
$85.6K - $104K
|
10.2K
$670K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 2.04% |
$85.6K - $104K
|
80.4K
$5.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.67K- 4.48% |
$85.6K - $104K
|
35.7K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.68K- 0.26% |
$85.9K - $104K
|
641K
$42.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 22.11% |
$87.6K - $106K
|
6.03K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.72K- 0.24% |
$87.7K - $106K
|
725K
$47.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.72K- 0.89% |
$87.7K - $106K
|
191K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 5.76% |
$87.8K - $106K
|
28.1K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-1.73K- 19.54% |
$88.6K - $107K
|
7.13K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.74K- 0.48% |
$88.8K - $108K
|
360K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.74K- 1.35% |
$89K - $108K
|
127K
$8.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.74K- 0.38% |
$89.1K - $108K
|
455K
$29.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.75K- 25.68% |
$89.5K - $109K
|
5.07K
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.75K- 7.97% |
$89.6K - $109K
|
20.2K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.76K- 16.44% |
$89.9K - $109K
|
8.94K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.76K- 2.13% |
$90K - $109K
|
80.6K
$5.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-1.76K- 17.46% |
$90K - $109K
|
8.32K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.76K- 0.47% |
$90.1K - $109K
|
375K
$24.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.76K- 2.69% |
$90.1K - $109K
|
63.7K
$4.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 28.53% |
$90.2K - $109K
|
4.42K
$291K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.78K- 28.51% |
$91.2K - $111K
|
4.47K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.79K- 1.54% |
$91.3K - $111K
|
114K
$7.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 2.39% |
$92.1K - $112K
|
73.6K
$4.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.81K- 16.11% |
$92.8K - $113K
|
9.44K
$621K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.83K- 7.28% |
$93.7K - $114K
|
23.3K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.84K- 1.95% |
$93.9K - $114K
|
92.2K
$6.07M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.84K- 41.16% |
$94.3K - $114K
|
2.64K
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.85K- 34.99% |
$94.8K - $115K
|
3.44K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.86K- 10.55% |
$95.4K - $116K
|
15.8K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.88K- 27.05% |
$96.2K - $117K
|
5.07K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.89K- 2.8% |
$96.4K - $117K
|
65.3K
$4.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 27.24% |
$97.1K - $118K
|
5.07K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.93K- 6.31% |
$98.6K - $120K
|
28.6K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 0.08% |
$98.9K - $120K
|
2.33M
$153M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.98K- 4.8% |
$101K - $122K
|
39.2K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2K- 6.28% |
$102K - $124K
|
29.8K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2K- 16.67% |
$102K - $124K
|
10K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2K- 79.81% |
$102K - $124K
|
506
$33.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2K- 4.01% |
$103K - $124K
|
48K
$3.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.03K- 16.91% |
$104K - $126K
|
9.97K
$656K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.06K- 7.8% |
$105K - $127K
|
24.3K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.08K- 99.05% |
$106K - $129K
|
20
$1.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.09K- 18.28% |
$107K - $130K
|
9.36K
$616K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.11K- 0.6% |
$108K - $131K
|
347K
$22.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.14K- 7.39% |
$110K - $133K
|
26.8K
$1.76M
|