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 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.91K- 1.36% |
$251K - $305K
|
357K
$23.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.14K- 24.7% |
$263K - $319K
|
15.7K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.16K- 2.09% |
$264K - $320K
|
241K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.17K- 44.29% |
$264K - $320K
|
6.5K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.17K- 6.76% |
$264K - $321K
|
71.2K
$4.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.18K- 19.18% |
$265K - $321K
|
21.8K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-5.2K- 27.77% |
$266K - $323K
|
13.5K
$890K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5.21K- 3.95% |
$267K - $323K
|
127K
$8.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.24K- 42.93% |
$268K - $325K
|
6.96K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.38K- 23.05% |
$275K - $333K
|
17.9K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.42K- 5.16% |
$277K - $336K
|
99.7K
$6.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.44K- 4.6% |
$278K - $337K
|
113K
$7.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.5K- 54.21% |
$281K - $341K
|
4.65K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.51K- 3.14% |
$282K - $341K
|
170K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.52K- 44.51% |
$282K - $342K
|
6.88K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-5.68K- 1.47% |
$290K - $352K
|
381K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.69K- 29.95% |
$291K - $353K
|
13.3K
$875K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.78K- 23.73% |
$296K - $358K
|
18.6K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.84K- 1.61% |
$299K - $362K
|
357K
$23.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.86K- 2.74% |
$300K - $363K
|
208K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.93K- 9.27% |
$303K - $368K
|
58K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.99K- 24.23% |
$306K - $371K
|
18.7K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6.01K- 3.96% |
$308K - $373K
|
146K
$9.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-6.09K- 29.59% |
$312K - $378K
|
14.5K
$953K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-6.16K- 5.84% |
$315K - $382K
|
99.2K
$6.53M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.16K- 42.59% |
$315K - $382K
|
8.31K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.22K- 7.92% |
$318K - $386K
|
72.4K
$4.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.25K- 4.65% |
$319K - $387K
|
128K
$8.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-6.25K- 3.16% |
$320K - $388K
|
192K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.26K- 55.39% |
$320K - $388K
|
5.04K
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.32K- 16.62% |
$323K - $392K
|
31.7K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-6.42K- 6.26% |
$329K - $398K
|
96.1K
$6.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.51K- 7.91% |
$333K - $404K
|
75.8K
$4.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-6.55K- 37.87% |
$335K - $406K
|
10.7K
$706K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.55K- 6.94% |
$335K - $406K
|
87.9K
$5.78M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.62K- 7.45% |
$339K - $411K
|
82.3K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-6.64K- 76.22% |
$340K - $412K
|
2.07K
$136K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.73K- 12.07% |
$344K - $417K
|
49K
$3.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.75K- 0.62% |
$345K - $418K
|
1.09M
$71.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.83K- 0.53% |
$349K - $424K
|
1.28M
$84M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-6.94K- 8.34% |
$355K - $430K
|
76.2K
$5.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6.99K- 2.64% |
$358K - $433K
|
257K
$16.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-7.02K- 7.32% |
$359K - $435K
|
88.9K
$5.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.13K- 19.13% |
$365K - $442K
|
30.1K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-7.21K- 5.19% |
$369K - $447K
|
132K
$8.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.21K- 0.91% |
$369K - $447K
|
788K
$51.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-7.32K- 8.7% |
$375K - $454K
|
76.8K
$5.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.38K- 1.42% |
$377K - $457K
|
511K
$33.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.4K- 6.08% |
$378K - $459K
|
114K
$7.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.55K- 12.31% |
$386K - $468K
|
53.8K
$3.54M
|