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 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.15K- 18.72% |
$110K - $134K
|
9.35K
$615K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.16K- 9.37% |
$111K - $134K
|
20.9K
$1.38M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-2.17K- 26.62% |
$111K - $134K
|
5.97K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.18K- 7.75% |
$111K - $135K
|
25.9K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.22K- 16.71% |
$113K - $137K
|
11K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-2.23K- 16.66% |
$114K - $138K
|
11.2K
$734K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 17.35% |
$115K - $139K
|
10.7K
$704K
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.25K- 36.0% |
$115K - $140K
|
4K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.25K- 11.62% |
$115K - $140K
|
17.1K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.26K- 3.64% |
$116K - $140K
|
59.8K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-2.27K- 2.07% |
$116K - $141K
|
107K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-2.31K- 13.82% |
$118K - $143K
|
14.4K
$948K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.32K- 6.65% |
$119K - $144K
|
32.6K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.33K- 18.11% |
$119K - $144K
|
10.5K
$692K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.33K- 5.39% |
$119K - $145K
|
40.9K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.34K- 19.87% |
$120K - $145K
|
9.42K
$620K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2.36K- 34.55% |
$120K - $146K
|
4.46K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.36K- 5.45% |
$121K - $147K
|
41K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.37K- 23.73% |
$121K - $147K
|
7.61K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.38K- 1.08% |
$122K - $148K
|
218K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.4K- 3.51% |
$123K - $149K
|
66K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 42.67% |
$123K - $149K
|
3.23K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-2.41K- 8.67% |
$123K - $149K
|
25.4K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.41K- 3.02% |
$123K - $150K
|
77.5K
$5.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.47K- 13.14% |
$126K - $153K
|
16.3K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.48K- 6.28% |
$127K - $154K
|
37K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.48K- 0.64% |
$127K - $154K
|
387K
$25.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.5K- 0.51% |
$128K - $155K
|
492K
$32.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.5K- 8.83% |
$128K - $155K
|
25.8K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.5K- 4.6% |
$128K - $155K
|
51.9K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.5K- 4.24% |
$128K - $155K
|
56.6K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-2.51K- 10.02% |
$128K - $156K
|
22.5K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.52K- 15.26% |
$129K - $157K
|
14K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.53K- 2.16% |
$129K - $157K
|
114K
$7.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.55K- 25.75% |
$130K - $158K
|
7.35K
$484K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-2.55K- 5.98% |
$131K - $158K
|
40.1K
$2.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.55K- 3.55% |
$131K - $158K
|
69.3K
$4.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.59K- 8.28% |
$133K - $161K
|
28.7K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.62K- 3.51% |
$134K - $162K
|
71.9K
$4.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.63K- 15.83% |
$134K - $163K
|
14K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.65K- 1.22% |
$135K - $164K
|
214K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.65K- 0.67% |
$136K - $164K
|
392K
$25.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.65K- 35.2% |
$136K - $164K
|
4.88K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.67K- 1.76% |
$137K - $166K
|
149K
$9.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.67K- 36.14% |
$137K - $166K
|
4.72K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.68K- 14.64% |
$137K - $166K
|
15.6K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2.68K- 3.58% |
$137K - $166K
|
72.1K
$4.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-2.68K- 2.64% |
$137K - $166K
|
98.9K
$6.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.7K- 5.48% |
$138K - $167K
|
46.5K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.7K- 6.31% |
$138K - $167K
|
40.1K
$2.64M
|