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 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.56K- 1.57% |
$182K - $221K
|
223K
$14.7M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.57K- 2.89% |
$182K - $221K
|
120K
$7.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-3.58K- 3.92% |
$183K - $222K
|
87.7K
$5.77M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.58K- 14.5% |
$183K - $222K
|
21.1K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.61K- 19.49% |
$185K - $224K
|
14.9K
$980K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-3.62K- 33.68% |
$185K - $224K
|
7.12K
$468K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.65K- 13.96% |
$187K - $227K
|
22.5K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.71K- 30.46% |
$190K - $230K
|
8.47K
$557K
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.71K- 2.04% |
$190K - $230K
|
178K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.73K- 4.59% |
$191K - $231K
|
77.4K
$5.09M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-3.77K- 16.53% |
$193K - $234K
|
19K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.84K- 4.41% |
$196K - $238K
|
83.1K
$5.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.84K- 6.45% |
$196K - $238K
|
55.7K
$3.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-3.86K- 1.09% |
$198K - $240K
|
349K
$23M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-3.88K- 15.78% |
$198K - $241K
|
20.7K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.9K- 18.0% |
$199K - $242K
|
17.7K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.91K- 3.1% |
$200K - $242K
|
122K
$8.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-3.92K- 1.08% |
$200K - $243K
|
358K
$23.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-3.93K- 2.87% |
$201K - $244K
|
133K
$8.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.94K- 1.23% |
$202K - $244K
|
316K
$20.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.96K- 8.3% |
$202K - $245K
|
43.7K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.96K- 5.86% |
$203K - $246K
|
63.6K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.98K- 13.76% |
$203K - $247K
|
24.9K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-4K- 2.32% |
$205K - $248K
|
169K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.06K- 0.81% |
$208K - $252K
|
500K
$32.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.09K- 5.73% |
$209K - $254K
|
67.2K
$4.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.12K- 34.59% |
$211K - $255K
|
7.79K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.13K- 2.46% |
$211K - $256K
|
164K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.24K- 2.15% |
$217K - $263K
|
193K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.28K- 22.17% |
$219K - $265K
|
15K
$987K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-4.3K- 4.97% |
$220K - $267K
|
82.2K
$5.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4.31K- 28.73% |
$220K - $267K
|
10.7K
$703K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.33K- 14.73% |
$221K - $268K
|
25K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-4.34K- 9.53% |
$222K - $269K
|
41.2K
$2.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-4.35K- 17.62% |
$222K - $269K
|
20.3K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.35K- 0.41% |
$223K - $270K
|
1.07M
$70.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-4.39K- 1.84% |
$225K - $273K
|
234K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.5K- 4.46% |
$230K - $279K
|
96.5K
$6.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-4.54K- 1.94% |
$232K - $282K
|
229K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.6K- 50.74% |
$235K - $285K
|
4.46K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.63K- 3.75% |
$237K - $287K
|
119K
$7.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.71K- 11.86% |
$241K - $292K
|
35K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-4.73K- 28.18% |
$242K - $293K
|
12.1K
$793K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-4.77K- 2.72% |
$244K - $296K
|
171K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.79K- 5.68% |
$245K - $297K
|
79.5K
$5.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.79K- 15.13% |
$245K - $297K
|
26.9K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.8K- 17.76% |
$245K - $297K
|
22.2K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.8K- 10.89% |
$245K - $297K
|
39.3K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-4.91K- 59.35% |
$251K - $304K
|
3.36K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-4.91K- 41.14% |
$251K - $305K
|
7.03K
$462K
|