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
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-43.1K- 91.55% |
$2.21M - $2.67M
|
3.98K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-43.2K- 32.66% |
$2.21M - $2.68M
|
89K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-44.3K- 2.95% |
$2.26M - $2.75M
|
1.46M
$95.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.6K- 3.77% |
$2.33M - $2.83M
|
1.16M
$76.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-45.9K- 23.11% |
$2.35M - $2.85M
|
153K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46.2K- 4.69% |
$2.37M - $2.87M
|
940K
$61.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-48K- 44.66% |
$2.45M - $2.98M
|
59.5K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-48.1K- 27.88% |
$2.46M - $2.98M
|
124K
$8.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48.7K- 10.21% |
$2.49M - $3.02M
|
428K
$28.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-50K- 85.96% |
$2.56M - $3.1M
|
8.17K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-51.5K- 42.82% |
$2.64M - $3.2M
|
68.8K
$4.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-54.4K- 7.38% |
$2.78M - $3.38M
|
683K
$44.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-54.6K- 6.4% |
$2.79M - $3.39M
|
798K
$52.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-56.2K- 71.31% |
$2.87M - $3.48M
|
22.6K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-58.9K- 12.4% |
$3.02M - $3.66M
|
416K
$27.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-59.7K- 33.15% |
$3.06M - $3.71M
|
120K
$7.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-62.7K- 2.19% |
$3.21M - $3.89M
|
2.8M
$184M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-64K- 81.7% |
$3.27M - $3.97M
|
14.3K
$943K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-66.9K- 16.15% |
$3.42M - $4.15M
|
347K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-67K- 9.75% |
$3.43M - $4.16M
|
620K
$40.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-67.5K- 19.43% |
$3.45M - $4.19M
|
280K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-68.2K- 5.55% |
$3.49M - $4.23M
|
1.16M
$76.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-70.2K- 41.59% |
$3.59M - $4.35M
|
98.6K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-70.3K- 89.41% |
$3.6M - $4.36M
|
8.33K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-70.3K- 9.6% |
$3.6M - $4.36M
|
662K
$43.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-70.4K- 5.12% |
$3.6M - $4.37M
|
1.31M
$85.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-71.8K- 98.25% |
$3.68M - $4.46M
|
1.28K
$84.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-73.2K- 26.57% |
$3.75M - $4.54M
|
202K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-74.2K- 41.19% |
$3.8M - $4.6M
|
106K
$6.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-74.4K- 12.96% |
$3.8M - $4.61M
|
500K
$32.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-74.6K- 59.83% |
$3.82M - $4.63M
|
50.1K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-75.4K- 2.37% |
$3.86M - $4.68M
|
3.11M
$205M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-77.1K- 0.85% |
$3.94M - $4.78M
|
9.04M
$595M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-78.6K- 1.77% |
$4.02M - $4.88M
|
4.37M
$288M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-82.7K- 38.27% |
$4.23M - $5.13M
|
133K
$8.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-86K- 1.91% |
$4.4M - $5.34M
|
4.41M
$290M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-89.8K- 4.73% |
$4.59M - $5.57M
|
1.81M
$119M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-90.1K- 54.14% |
$4.61M - $5.59M
|
76.3K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-92.4K- 3.46% |
$4.73M - $5.73M
|
2.57M
$169M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-93.3K- 4.1% |
$4.78M - $5.79M
|
2.19M
$144M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-98.3K- 68.63% |
$5.03M - $6.1M
|
44.9K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-98.4K- 50.08% |
$5.03M - $6.1M
|
98.1K
$6.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-101K- 3.1% |
$5.19M - $6.29M
|
3.17M
$208M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-102K- 93.84% |
$5.22M - $6.33M
|
6.7K
$441K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-105K- 7.2% |
$5.35M - $6.48M
|
1.35M
$88.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-105K- 4.67% |
$5.35M - $6.49M
|
2.14M
$141M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-109K- 33.59% |
$5.55M - $6.73M
|
215K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-109K- 17.41% |
$5.6M - $6.78M
|
519K
$34.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-111K- 11.53% |
$5.67M - $6.87M
|
850K
$55.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-111K- 44.23% |
$5.68M - $6.89M
|
140K
$9.21M
|