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 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
39.1K+ 3.61% |
$2M - $2.42M
|
1.12M
$73.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38.7K+ 3.98% |
$1.98M - $2.4M
|
1.01M
$66.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.3K+ 15.07% |
$1.91M - $2.32M
|
285K
$18.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
36.6K+ 32.31% |
$1.87M - $2.27M
|
150K
$9.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.4K+ 0.1% |
$1.86M - $2.25M
|
37M
$2.43B
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36K+ 9.15% |
$1.84M - $2.23M
|
429K
$28.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
35.8K+ 12.07% |
$1.83M - $2.22M
|
333K
$21.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
35.3K+ 0.78% |
$1.81M - $2.19M
|
4.58M
$301M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
35K+ 4.81% |
$1.79M - $2.17M
|
763K
$50.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
34.8KNew |
$1.78M - $2.16M
|
34.8K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34.5K+ 3.04% |
$1.76M - $2.14M
|
1.17M
$76.9M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
33.8K+ 36.29% |
$1.73M - $2.09M
|
127K
$8.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
33.5K+ 12.56% |
$1.72M - $2.08M
|
300K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33.1K+ 154.9% |
$1.7M - $2.06M
|
54.5K
$3.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
32.9K+ 6.57% |
$1.68M - $2.04M
|
533K
$35.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
32.8K+ 21.12% |
$1.68M - $2.03M
|
188K
$12.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
32.6KNew |
$1.67M - $2.02M
|
32.6K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
32.4K+ 22.33% |
$1.66M - $2.01M
|
177K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.8K+ 48.4% |
$1.63M - $1.97M
|
97.6K
$6.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
31.8K+ 19.54% |
$1.63M - $1.97M
|
194K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.6K+ 5.13% |
$1.62M - $1.96M
|
649K
$42.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
31.6K+ 1.81% |
$1.61M - $1.96M
|
1.77M
$116M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
29.5K+ 42.85% |
$1.51M - $1.83M
|
98.2K
$6.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
29.4K+ 31.68% |
$1.51M - $1.83M
|
122K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
29.4KNew |
$1.5M - $1.82M
|
29.4K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
28.9K+ 16.07% |
$1.48M - $1.79M
|
209K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
28.9K+ 2.51% |
$1.48M - $1.79M
|
1.18M
$77.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.2K+ 10.74% |
$1.44M - $1.75M
|
291K
$19.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
28.1K+ 75.93% |
$1.44M - $1.74M
|
65.2K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.8K+ 204.59% |
$1.42M - $1.72M
|
41.3K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
27.7K+ 49.28% |
$1.42M - $1.72M
|
83.9K
$5.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
27.7K+ 7.95% |
$1.42M - $1.72M
|
376K
$24.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
27.6K+ 3.25% |
$1.41M - $1.71M
|
878K
$57.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27.4K+ 15.29% |
$1.4M - $1.7M
|
206K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.2K+ 24.3% |
$1.39M - $1.69M
|
139K
$9.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
27.1K+ 6.23% |
$1.39M - $1.68M
|
462K
$30.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
26.9K+ 1.73% |
$1.38M - $1.67M
|
1.59M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8K+ 411.64% |
$1.37M - $1.66M
|
33.3K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
26.6KNew |
$1.36M - $1.65M
|
26.6K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
26.5KNew |
$1.35M - $1.64M
|
26.5K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26.2K+ 78.32% |
$1.34M - $1.62M
|
59.6K
$3.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26.1K+ 11695.07% |
$1.33M - $1.62M
|
26.3K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
25.8K+ 9.53% |
$1.32M - $1.6M
|
296K
$19.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
25.5K+ 4.88% |
$1.31M - $1.58M
|
548K
$36.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25.1KNew |
$1.28M - $1.56M
|
25.1K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
24.3K+ 4.35% |
$1.24M - $1.51M
|
583K
$38.3M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
24.2KNew |
$1.24M - $1.5M
|
24.2K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
23.9K+ 8.62% |
$1.22M - $1.48M
|
301K
$19.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
23.5K+ 9.06% |
$1.2M - $1.46M
|
283K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
23.5K+ 165.89% |
$1.2M - $1.46M
|
37.7K
$2.48M
|