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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.56K- 54.03% |
$387K - $469K
|
6.43K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7.56K- 16.03% |
$387K - $469K
|
39.6K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.57K- 1.93% |
$387K - $469K
|
384K
$25.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.62K- 22.34% |
$390K - $473K
|
26.5K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.67K- 0.85% |
$392K - $476K
|
895K
$58.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-7.78K- 9.19% |
$398K - $482K
|
76.9K
$5.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-7.79K- 13.66% |
$398K - $483K
|
49.2K
$3.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.94K- 10.09% |
$406K - $492K
|
70.7K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8K- 1.3% |
$409K - $496K
|
606K
$39.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-8.06K- 2.12% |
$412K - $500K
|
371K
$24.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8.09K- 45.36% |
$414K - $502K
|
9.75K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-8.19K- 4.03% |
$419K - $508K
|
195K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-8.26K- 7.22% |
$422K - $512K
|
106K
$6.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.3K- 2.07% |
$425K - $515K
|
393K
$25.9M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-8.33K- 49.37% |
$426K - $517K
|
8.55K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-8.41K- 26.41% |
$430K - $522K
|
23.4K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-8.47K- 4.63% |
$434K - $526K
|
175K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8.61K- 1.48% |
$441K - $534K
|
573K
$37.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.62K- 4.34% |
$441K - $534K
|
190K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-8.68K- 17.69% |
$444K - $538K
|
40.4K
$2.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-8.72K- 36.21% |
$446K - $541K
|
15.4K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.83K- 12.98% |
$452K - $548K
|
59.2K
$3.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.86K- 1.12% |
$453K - $549K
|
780K
$51.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.89K- 0.4% |
$455K - $551K
|
2.21M
$146M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.01K- 2.98% |
$461K - $559K
|
293K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-9.05KClosed |
$463K - $561K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-9.13K- 9.87% |
$467K - $566K
|
83.4K
$5.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9.35K- 21.8% |
$478K - $580K
|
33.5K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-9.38K- 3.25% |
$480K - $581K
|
279K
$18.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.38K- 6.39% |
$480K - $582K
|
137K
$9.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.41K- 16.45% |
$481K - $584K
|
47.8K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.43K- 1.52% |
$482K - $585K
|
612K
$40.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9.71K- 17.13% |
$497K - $602K
|
47K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9.92K- 12.41% |
$508K - $615K
|
70K
$4.61M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-10.2K- 0.75% |
$522K - $633K
|
1.35M
$88.9M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-10.3K- 22.04% |
$525K - $637K
|
36.3K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-10.4K- 6.93% |
$533K - $646K
|
140K
$9.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-10.4K- 7.15% |
$534K - $647K
|
136K
$8.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 12.32% |
$535K - $649K
|
74.5K
$4.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11K- 8.95% |
$561K - $680K
|
111K
$7.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 27.82% |
$579K - $702K
|
29.4K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-11.4K- 9.37% |
$582K - $705K
|
110K
$7.23M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-11.4K- 3.95% |
$582K - $705K
|
276K
$18.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-11.4K- 13.51% |
$582K - $706K
|
72.9K
$4.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-11.6K- 5.39% |
$594K - $720K
|
204K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 3.0% |
$595K - $721K
|
377K
$24.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-11.7K- 7.03% |
$597K - $724K
|
154K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11.7K- 5.45% |
$598K - $726K
|
203K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.8K- 18.0% |
$604K - $733K
|
53.8K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.8K- 14.28% |
$606K - $735K
|
71.1K
$4.68M
|