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 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
23.4K+ 1.83% |
$1.2M - $1.45M
|
1.3M
$85.4M
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
23.3K+ 17.38% |
$1.19M - $1.44M
|
157K
$10.3M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.2K+ 3.82% |
$1.18M - $1.44M
|
630K
$41.4M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
23K+ 11.14% |
$1.18M - $1.43M
|
230K
$15.1M
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
23KNew |
$1.18M - $1.43M
|
23K
$1.51M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
23K+ 15.69% |
$1.17M - $1.42M
|
169K
$11.1M
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
22.7K+ 30.2% |
$1.16M - $1.41M
|
98K
$6.44M
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
22.4K+ 7.17% |
$1.15M - $1.39M
|
335K
$22M
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
22.3K+ 5.19% |
$1.14M - $1.38M
|
451K
$29.7M
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
22.2K+ 2.84% |
$1.14M - $1.38M
|
805K
$53M
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
22.2K+ 1.79% |
$1.14M - $1.38M
|
1.26M
$83M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
22K+ 7.71% |
$1.13M - $1.37M
|
307K
$20.2M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
21.8K+ 414.02% |
$1.11M - $1.35M
|
27K
$1.78M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 3.76% |
$1.1M - $1.34M
|
594K
$39.1M
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.3K+ 19.11% |
$1.09M - $1.32M
|
133K
$8.75M
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
21.2K+ 2.11% |
$1.08M - $1.31M
|
1.03M
$67.6M
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
21.1K+ 266.62% |
$1.08M - $1.31M
|
29K
$1.91M
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.9K+ 13.53% |
$1.07M - $1.3M
|
176K
$11.5M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20.8K+ 2.74% |
$1.07M - $1.29M
|
781K
$51.3M
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20.7K+ 858.75% |
$1.06M - $1.28M
|
23.1K
$1.52M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
20.4K+ 356.84% |
$1.04M - $1.26M
|
26.1K
$1.71M
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
20.1K+ 34.64% |
$1.03M - $1.25M
|
78.2K
$5.15M
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
20.1K+ 5.68% |
$1.03M - $1.25M
|
374K
$24.6M
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
20.1K+ 3.33% |
$1.03M - $1.25M
|
624K
$41M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.1K+ 65.51% |
$976K - $1.18M
|
48.2K
$3.17M
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
18.9K+ 8.24% |
$969K - $1.17M
|
249K
$16.4M
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
18.6K+ 9.37% |
$952K - $1.15M
|
217K
$14.3M
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
18.5K+ 9.07% |
$946K - $1.15M
|
222K
$14.6M
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18.4K+ 8.25% |
$940K - $1.14M
|
241K
$15.9M
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18.3K+ 6.02% |
$938K - $1.14M
|
323K
$21.2M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18.3K+ 2.36% |
$934K - $1.13M
|
793K
$52.1M
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.2K+ 67.68% |
$929K - $1.13M
|
45K
$2.96M
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
18.1K+ 2.36% |
$924K - $1.12M
|
783K
$51.5M
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
18K+ 6.42% |
$922K - $1.12M
|
299K
$19.7M
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
17.7K+ 6.29% |
$905K - $1.1M
|
299K
$19.7M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
17.4K+ 5.17% |
$888K - $1.08M
|
353K
$23.2M
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
17.3K+ 0.68% |
$885K - $1.07M
|
2.57M
$169M
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.3K+ 5.81% |
$885K - $1.07M
|
315K
$20.7M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
17.1K+ 4.62% |
$876K - $1.06M
|
388K
$25.5M
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
17.1K+ 1.15% |
$873K - $1.06M
|
1.5M
$98.4M
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
17KNew |
$872K - $1.06M
|
17K
$1.12M
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
16.7K+ 11.79% |
$852K - $1.03M
|
158K
$10.4M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$832K - $1.01M
|
16.3K
$1.07M
|
|
Aug 04, 2025
Q2 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
16K+ 17.21% |
$818K - $991K
|
109K
$7.16M
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
15.7KNew |
$805K - $976K
|
15.7K
$1.04M
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
15.6K+ 74.07% |
$800K - $969K
|
36.7K
$2.42M
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15.4K+ 153.64% |
$788K - $955K
|
25.4K
$1.67M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15.3K+ 1.55% |
$783K - $949K
|
1M
$66.1M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
15.3KNew |
$780K - $946K
|
15.3K
$1M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.2K+ 6.44% |
$779K - $945K
|
252K
$16.6M
|