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 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-21.7K- 11.03% |
$1.11M - $1.35M
|
175K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-22K- 45.96% |
$1.13M - $1.37M
|
25.9K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-22.6K- 4.16% |
$1.16M - $1.4M
|
520K
$34.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-22.6K- 84.74% |
$1.16M - $1.4M
|
4.07K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22.6K- 2.32% |
$1.16M - $1.4M
|
951K
$62.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-23.1K- 85.24% |
$1.18M - $1.43M
|
4.01K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-23.2K- 83.26% |
$1.19M - $1.44M
|
4.67K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-23.4K- 15.57% |
$1.2M - $1.45M
|
127K
$8.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-24K- 23.9% |
$1.23M - $1.49M
|
76.5K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-24.1K- 33.75% |
$1.23M - $1.5M
|
47.3K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-24.2K- 83.6% |
$1.24M - $1.5M
|
4.76K
$313K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-25.7K- 21.77% |
$1.31M - $1.59M
|
92.2K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.2K- 7.99% |
$1.34M - $1.63M
|
302K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-26.4K- 3.88% |
$1.35M - $1.64M
|
654K
$43M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-27.2K- 15.63% |
$1.39M - $1.69M
|
147K
$9.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.2K- 16.41% |
$1.39M - $1.69M
|
139K
$9.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-27.3K- 38.02% |
$1.4M - $1.69M
|
44.5K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-27.4K- 15.97% |
$1.4M - $1.7M
|
144K
$9.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-27.7K- 20.51% |
$1.42M - $1.72M
|
107K
$7.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-27.8K- 30.81% |
$1.42M - $1.72M
|
62.4K
$4.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-28.5K- 8.32% |
$1.46M - $1.77M
|
314K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-28.5K- 44.71% |
$1.46M - $1.77M
|
35.2K
$2.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29.3K- 8.61% |
$1.5M - $1.82M
|
311K
$20.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-29.7K- 5.77% |
$1.52M - $1.84M
|
485K
$31.9M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-30.5K- 70.06% |
$1.56M - $1.89M
|
13K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-30.9K- 1.93% |
$1.58M - $1.92M
|
1.57M
$104M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30.9K- 4.56% |
$1.58M - $1.92M
|
648K
$42.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-31.1K- 9.74% |
$1.59M - $1.93M
|
288K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-31.4K- 12.84% |
$1.61M - $1.95M
|
213K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-31.9K- 10.99% |
$1.63M - $1.98M
|
259K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-32K- 7.56% |
$1.64M - $1.98M
|
391K
$25.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-32.4K- 10.21% |
$1.66M - $2.01M
|
285K
$18.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-32.9K- 20.68% |
$1.68M - $2.04M
|
126K
$8.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-33K- 51.18% |
$1.69M - $2.04M
|
31.4K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33.4K- 13.11% |
$1.71M - $2.07M
|
221K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-34K- 4.48% |
$1.74M - $2.11M
|
725K
$47.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-34.5K- 1.82% |
$1.76M - $2.14M
|
1.86M
$122M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34.8K- 4.21% |
$1.78M - $2.16M
|
793K
$52.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-34.9K- 2.43% |
$1.78M - $2.16M
|
1.4M
$91.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-35.1K- 73.87% |
$1.8M - $2.18M
|
12.4K
$817K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-35.3K- 51.74% |
$1.81M - $2.19M
|
32.9K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-35.6K- 88.77% |
$1.82M - $2.21M
|
4.5K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-36.4K- 11.01% |
$1.86M - $2.25M
|
294K
$19.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-37.2K- 82.42% |
$1.9M - $2.31M
|
7.93K
$522K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-37.8K- 16.37% |
$1.93M - $2.34M
|
193K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-38.5K- 8.4% |
$1.97M - $2.39M
|
419K
$27.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-38.6K- 81.21% |
$1.98M - $2.39M
|
8.93K
$588K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-40.4K- 6.08% |
$2.07M - $2.51M
|
624K
$41.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-42K- 23.14% |
$2.15M - $2.61M
|
140K
$9.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-42.9K- 18.34% |
$2.2M - $2.66M
|
191K
$12.6M
|