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
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15.2K+ 0.67% |
$777K - $942K
|
2.27M
$149M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15K+ 9.31% |
$769K - $932K
|
176K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
15KNew |
$765K - $927K
|
15K
$984K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.8K+ 31.64% |
$755K - $916K
|
61.4K
$4.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.6K+ 111946.15% |
$745K - $903K
|
14.6K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.5K+ 3.4% |
$742K - $900K
|
441K
$29M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.5K+ 6.07% |
$740K - $897K
|
253K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.1K+ 7.57% |
$722K - $876K
|
201K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14K+ 51.41% |
$715K - $867K
|
41.2K
$2.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
13.9K+ 0.64% |
$713K - $864K
|
2.2M
$145M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 6.43% |
$708K - $859K
|
229K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
13.7K+ 7.57% |
$699K - $848K
|
194K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
13.6KNew |
$696K - $843K
|
13.6K
$894K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
13.4K+ 8.36% |
$683K - $829K
|
173K
$11.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
13.3K+ 19.42% |
$683K - $828K
|
82K
$5.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
13.3K+ 29.74% |
$682K - $827K
|
58.2K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
13.3K+ 30.39% |
$681K - $825K
|
57.1K
$3.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
13.3K+ 1637.82% |
$678K - $822K
|
14.1K
$925K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.1K+ 13.39% |
$671K - $814K
|
111K
$7.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 10.83% |
$671K - $813K
|
134K
$8.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
12.9K+ 5.83% |
$661K - $801K
|
234K
$15.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.9K+ 10.62% |
$658K - $797K
|
134K
$8.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
12.7K+ 3.67% |
$650K - $788K
|
359K
$23.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
12.7K+ 195.29% |
$649K - $786K
|
19.2K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12.6KNew |
$647K - $784K
|
12.6K
$832K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12.5K+ 12.86% |
$638K - $774K
|
109K
$7.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
12.5K+ 7.38% |
$638K - $773K
|
182K
$11.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
12.5KNew |
$637K - $773K
|
12.5K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
12.5K+ 5.06% |
$637K - $772K
|
259K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.4K+ 58.7% |
$635K - $770K
|
33.6K
$2.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12.3K+ 1.51% |
$630K - $764K
|
827K
$54.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
12.2K+ 8.1% |
$626K - $759K
|
163K
$10.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
12.2K+ 5.35% |
$624K - $757K
|
240K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
12.2KNew |
$622K - $754K
|
12.2K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
12K+ 2.28% |
$615K - $745K
|
540K
$35.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12K+ 171.69% |
$613K - $743K
|
19K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9K+ 8.71% |
$608K - $737K
|
148K
$9.75M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
11.8K+ 5.67% |
$606K - $734K
|
221K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
11.8K+ 2.6% |
$602K - $730K
|
465K
$30.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 25.82% |
$595K - $721K
|
56.7K
$3.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
11.6K+ 8.36% |
$593K - $719K
|
150K
$9.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
11.6K+ 59.4% |
$593K - $719K
|
31.1K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
11.5K+ 12.12% |
$591K - $716K
|
107K
$7.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
11.5K+ 7.31% |
$590K - $715K
|
169K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.4K+ 4.89% |
$581K - $705K
|
244K
$16M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 7.62% |
$576K - $698K
|
159K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
11.1K+ 6.82% |
$570K - $691K
|
174K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11.1KNew |
$567K - $687K
|
11.1K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11K+ 1.3% |
$564K - $684K
|
858K
$56.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
10.9K+ 4.69% |
$558K - $677K
|
243K
$16M
|