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
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.7K- 3.78% |
$138K - $168K
|
68.7K
$4.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.71K- 28.57% |
$138K - $168K
|
6.77K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.73K- 6.15% |
$140K - $169K
|
41.7K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.77K- 6.11% |
$142K - $172K
|
42.6K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.79K- 1.77% |
$143K - $173K
|
155K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.82K- 5.08% |
$144K - $175K
|
52.7K
$3.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-2.83K- 6.06% |
$145K - $176K
|
43.9K
$2.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-2.86K- 21.52% |
$146K - $177K
|
10.4K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.88K- 1.81% |
$147K - $178K
|
156K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.89K- 14.32% |
$148K - $179K
|
17.3K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92K- 9.43% |
$149K - $181K
|
28K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 2.24% |
$149K - $181K
|
128K
$8.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-2.92K- 23.52% |
$149K - $181K
|
9.5K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.93K- 5.33% |
$150K - $181K
|
52K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.94K- 1.08% |
$150K - $182K
|
269K
$17.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-2.94K- 1.19% |
$151K - $182K
|
243K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.95K- 6.21% |
$151K - $183K
|
44.5K
$2.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.97K- 3.72% |
$152K - $184K
|
76.9K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-2.98K- 21.59% |
$152K - $185K
|
10.8K
$711K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.06K- 1.33% |
$156K - $190K
|
227K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.07K- 1.3% |
$157K - $190K
|
233K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.12K- 26.07% |
$160K - $193K
|
8.85K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.13K- 0.28% |
$160K - $194K
|
1.1M
$72.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.13K- 8.81% |
$160K - $194K
|
32.4K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-3.13K- 15.9% |
$160K - $194K
|
16.6K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 0.45% |
$160K - $195K
|
695K
$45.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.14K- 1.53% |
$161K - $195K
|
203K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.14K- 24.21% |
$161K - $195K
|
9.83K
$647K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.15K- 9.82% |
$161K - $195K
|
28.9K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-3.18K- 3.6% |
$163K - $197K
|
85.1K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.19K- 30.43% |
$163K - $198K
|
7.3K
$480K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.21K- 9.53% |
$164K - $199K
|
30.5K
$2.01M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-3.24K- 9.56% |
$166K - $201K
|
30.6K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.29K- 23.14% |
$168K - $204K
|
10.9K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.29K- 0.5% |
$168K - $204K
|
659K
$43.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.3K- 22.8% |
$169K - $204K
|
11.2K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.31K- 48.92% |
$169K - $205K
|
3.45K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.34K- 0.37% |
$171K - $207K
|
899K
$59.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-3.37K- 13.22% |
$172K - $209K
|
22.1K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.38K- 10.26% |
$173K - $210K
|
29.6K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-3.38K- 7.1% |
$173K - $210K
|
44.2K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 14.04% |
$173K - $210K
|
20.7K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.38K- 0.43% |
$173K - $210K
|
790K
$52M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-3.4K- 10.04% |
$174K - $211K
|
30.5K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-3.43K- 40.51% |
$175K - $213K
|
5.04K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.43K- 2.47% |
$176K - $213K
|
136K
$8.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.43K- 17.48% |
$176K - $213K
|
16.2K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.46K- 48.46% |
$177K - $214K
|
3.67K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.48K- 4.23% |
$178K - $216K
|
78.8K
$5.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.49K- 15.28% |
$179K - $217K
|
19.4K
$1.27M
|