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 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-11.9K- 8.59% |
$608K - $736K
|
126K
$8.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11.9K- 20.06% |
$608K - $737K
|
47.3K
$3.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12K- 94.55% |
$616K - $747K
|
695
$45.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-12.2K- 13.4% |
$624K - $756K
|
78.8K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-12.2K- 2.16% |
$625K - $758K
|
555K
$36.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-12.4K- 4.95% |
$634K - $769K
|
238K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.5K- 0.39% |
$641K - $777K
|
3.23M
$213M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.6K- 10.01% |
$644K - $780K
|
113K
$7.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 21.67% |
$652K - $790K
|
46.1K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-13.1K- 7.78% |
$669K - $811K
|
155K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.5K- 3.59% |
$690K - $836K
|
362K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-13.8K- 70.38% |
$704K - $854K
|
5.79K
$381K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14K- 1.65% |
$717K - $869K
|
836K
$55M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14.3K- 3.69% |
$729K - $884K
|
372K
$24.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.3K- 1.54% |
$734K - $889K
|
916K
$60.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-14.5K- 55.92% |
$739K - $896K
|
11.4K
$749K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.6K- 99.91% |
$745K - $903K
|
13
$855
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-14.6K- 31.23% |
$746K - $905K
|
32.1K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.7K- 0.34% |
$750K - $910K
|
4.24M
$279M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 3.77% |
$753K - $913K
|
376K
$24.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-14.8K- 12.68% |
$757K - $918K
|
102K
$6.7M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-14.9K- 7.63% |
$760K - $922K
|
180K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-15K- 3.73% |
$770K - $933K
|
388K
$25.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.1K- 20.66% |
$775K - $939K
|
58.2K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-15.6K- 14.56% |
$798K - $968K
|
91.5K
$6.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15.9K- 3.27% |
$814K - $987K
|
470K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-16K- 9.31% |
$817K - $991K
|
156K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16K- 16.1% |
$817K - $991K
|
83.2K
$5.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16K- 3.31% |
$821K - $995K
|
469K
$30.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-16.2K- 14.53% |
$828K - $1M
|
95.2K
$6.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-16.4K- 2.33% |
$841K - $1.02M
|
690K
$45.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-16.5K- 20.16% |
$843K - $1.02M
|
65.3K
$4.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.8K- 1.52% |
$862K - $1.04M
|
1.09M
$71.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-16.9K- 2.54% |
$862K - $1.05M
|
648K
$42.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-17.2K- 1.25% |
$880K - $1.07M
|
1.36M
$89.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-17.3K- 29.25% |
$883K - $1.07M
|
41.7K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-18K- 1.13% |
$919K - $1.11M
|
1.57M
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18K- 3.53% |
$923K - $1.12M
|
494K
$32.5M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-18.1K- 18.41% |
$926K - $1.12M
|
80.2K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.2K- 4.36% |
$930K - $1.13M
|
399K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-18.8K- 9.41% |
$963K - $1.17M
|
181K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.2K- 9.1% |
$984K - $1.19M
|
192K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.4K- 6.62% |
$994K - $1.21M
|
274K
$18M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19.5K- 35.6% |
$999K - $1.21M
|
35.3K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-19.7K- 38.58% |
$1.01M - $1.22M
|
31.4K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-19.9K- 50.71% |
$1.02M - $1.24M
|
19.4K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20.9K- 4.1% |
$1.07M - $1.3M
|
489K
$32.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-20.9K- 76.58% |
$1.07M - $1.3M
|
6.4K
$421K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-21.2K- 11.1% |
$1.08M - $1.31M
|
170K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-21.3K- 50.53% |
$1.09M - $1.32M
|
20.8K
$1.37M
|