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 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-112K- 93.85% |
$5.74M - $6.96M
|
7.35K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-114K- 49.96% |
$5.81M - $7.04M
|
114K
$7.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-114K- 26.54% |
$5.82M - $7.05M
|
315K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 4.71% |
$5.92M - $7.18M
|
2.34M
$154M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-130K- 54.28% |
$6.64M - $8.05M
|
109K
$7.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-130K- 38.24% |
$6.66M - $8.07M
|
210K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133K- 0.27% |
$6.81M - $8.26M
|
50.1M
$3.29B
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-138K- 20.3% |
$7.06M - $8.55M
|
542K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-138K- 14.52% |
$7.08M - $8.58M
|
815K
$53.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-141K- 10.69% |
$7.23M - $8.76M
|
1.18M
$77.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-142K- 6.31% |
$7.29M - $8.84M
|
2.11M
$139M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-145K- 25.94% |
$7.42M - $8.99M
|
414K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-147K- 18.05% |
$7.54M - $9.14M
|
669K
$44M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-160K- 45.93% |
$8.2M - $9.94M
|
189K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-161K- 21.43% |
$8.23M - $9.98M
|
590K
$38.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-163K- 3.36% |
$8.34M - $10.1M
|
4.7M
$309M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-163K- 27.85% |
$8.35M - $10.1M
|
423K
$27.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-163K- 27.85% |
$8.35M - $10.1M
|
423K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-167K- 1.06% |
$8.54M - $10.4M
|
15.6M
$1.03B
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-168K- 6.68% |
$8.59M - $10.4M
|
2.35M
$154M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-174K- 97.71% |
$8.9M - $10.8M
|
4.08K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-193K- 0.84% |
$9.87M - $12M
|
22.7M
$1.49B
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-193K- 27.76% |
$9.88M - $12M
|
503K
$33.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-202K- 4.04% |
$10.3M - $12.5M
|
4.8M
$316M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-203K- 23.35% |
$10.4M - $12.6M
|
668K
$43.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-208K- 44.7% |
$10.7M - $12.9M
|
258K
$17M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-223K- 53.12% |
$11.4M - $13.8M
|
197K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-224K- 80.03% |
$11.5M - $13.9M
|
55.9K
$3.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-228K- 92.89% |
$11.7M - $14.1M
|
17.5K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-252K- 89.01% |
$12.9M - $15.6M
|
31.1K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-253K- 27.11% |
$12.9M - $15.7M
|
679K
$44.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-292K- 28.93% |
$14.9M - $18.1M
|
716K
$47.1M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-295K- 50.82% |
$15.1M - $18.3M
|
286K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-363K- 17.54% |
$18.6M - $22.5M
|
1.71M
$112M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-383K- 88.69% |
$19.6M - $23.7M
|
48.8K
$3.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-410K- 60.81% |
$21M - $25.4M
|
264K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-439K- 26.68% |
$22.5M - $27.3M
|
1.21M
$79.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-469K- 41.13% |
$24M - $29.1M
|
672K
$44.2M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-478K- 84.87% |
$24.5M - $29.7M
|
85.3K
$5.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-486K- 46.18% |
$24.9M - $30.1M
|
566K
$37.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-496K- 65.77% |
$25.4M - $30.8M
|
258K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-498K- 28.02% |
$25.5M - $30.9M
|
1.28M
$84.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-522KClosed |
$26.7M - $32.4M
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-546K- 6.11% |
$27.9M - $33.8M
|
8.39M
$552M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-546K- 6.11% |
$27.9M - $33.8M
|
8.39M
$552M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-591K- 8.92% |
$30.3M - $36.7M
|
6.04M
$397M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-631K- 23.6% |
$32.3M - $39.1M
|
2.04M
$134M
|
|
|
Jul 23, 2025
Q2 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-642K- 23.08% |
$32.8M - $39.8M
|
2.14M
$141M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-659K- 4.26% |
$33.7M - $40.9M
|
14.8M
$975M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-694K- 50.54% |
$35.5M - $43M
|
679K
$44.7M
|