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 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.07K- 5.17% |
$54.5K - $66.1K
|
19.6K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.07K- 1.85% |
$54.6K - $66.2K
|
56.7K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.08K- 6.11% |
$55.5K - $67.2K
|
16.6K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.1K- 10.63% |
$56.1K - $68K
|
9.23K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.14K- 3.36% |
$58.5K - $71K
|
32.9K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.14K- 13.18% |
$58.5K - $71K
|
7.53K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.26K- 7.78% |
$64.6K - $78.3K
|
15K
$940K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.28% |
$66.7K - $80.8K
|
101K
$6.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.3% |
$72.1K - $87.4K
|
467K
$29.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.49K- 5.5% |
$76.3K - $92.5K
|
25.6K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.51K- 10.07% |
$77.3K - $93.7K
|
13.5K
$846K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.67K- 14.1% |
$85.6K - $104K
|
10.2K
$640K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.76K- 16.44% |
$89.9K - $109K
|
8.94K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 28.53% |
$90.2K - $109K
|
4.42K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.14K- 7.39% |
$110K - $133K
|
26.8K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.15K- 18.72% |
$110K - $134K
|
9.35K
$587K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2.36K- 34.55% |
$120K - $146K
|
4.46K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-2.94K- 1.19% |
$151K - $182K
|
243K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.43K- 17.48% |
$176K - $213K
|
16.2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.49K- 15.28% |
$179K - $217K
|
19.4K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-3.58K- 3.92% |
$183K - $222K
|
87.7K
$5.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-4K- 2.32% |
$205K - $248K
|
169K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-4.77K- 2.72% |
$244K - $296K
|
171K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.32K- 16.62% |
$323K - $392K
|
31.7K
$1.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.51K- 7.91% |
$333K - $404K
|
75.8K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.56K- 54.03% |
$387K - $469K
|
6.43K
$404K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-8.47K- 4.63% |
$434K - $526K
|
175K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-10.4K- 6.93% |
$533K - $646K
|
140K
$8.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 12.32% |
$535K - $649K
|
74.5K
$4.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.6K- 10.01% |
$644K - $780K
|
113K
$7.1M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-14.9K- 7.63% |
$760K - $922K
|
180K
$11.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19.5K- 35.6% |
$999K - $1.21M
|
35.3K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-29.3K- 8.61% |
$1.5M - $1.82M
|
311K
$19.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34.8K- 4.21% |
$1.78M - $2.16M
|
793K
$49.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-37.2K- 82.42% |
$1.9M - $2.31M
|
7.93K
$498K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-38.6K- 81.21% |
$1.98M - $2.39M
|
8.93K
$561K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-67K- 9.75% |
$3.43M - $4.16M
|
620K
$39M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-130K- 38.24% |
$6.66M - $8.07M
|
210K
$13.2M
|