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 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-4K- 2.32% |
$205K - $248K
|
169K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.63K- 3.75% |
$237K - $287K
|
119K
$7.46M
|
|
|
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 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-13.1K- 7.78% |
$669K - $811K
|
155K
$9.73M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-142K- 6.31% |
$7.29M - $8.84M
|
2.11M
$133M
|