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 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
10.9K+ 15.88% |
$556K - $674K
|
79.3K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.8K+ 13.42% |
$552K - $669K
|
91.2K
$6M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
10.8K+ 0.87% |
$551K - $668K
|
1.25M
$82.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
10.7K+ 32.42% |
$547K - $664K
|
43.7K
$2.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.7K+ 5.13% |
$545K - $661K
|
219K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.6K+ 33.02% |
$542K - $657K
|
42.7K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.5K+ 6.29% |
$536K - $650K
|
177K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.4K+ 7.95% |
$531K - $644K
|
141K
$9.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.4K+ 24.82% |
$530K - $643K
|
52.1K
$3.43M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
10.3KNew |
$529K - $641K
|
10.3K
$680K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.2K+ 7.39% |
$523K - $634K
|
149K
$9.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.2K+ 19.42% |
$523K - $634K
|
62.8K
$4.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10.1K+ 14.35% |
$519K - $629K
|
80.8K
$5.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
9.85K+ 11.39% |
$504K - $611K
|
96.3K
$6.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
9.64K+ 3.56% |
$493K - $598K
|
281K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.57K+ 92.45% |
$489K - $593K
|
19.9K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.53K+ 103.25% |
$487K - $591K
|
18.8K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.37K+ 80.35% |
$479K - $581K
|
21K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.31K+ 8.29% |
$476K - $577K
|
122K
$8M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.24K+ 10.47% |
$473K - $573K
|
97.5K
$6.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.16K+ 10.36% |
$469K - $568K
|
97.6K
$6.42M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.1K+ 4.28% |
$466K - $564K
|
222K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
9.06K+ 38.1% |
$464K - $562K
|
32.9K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
8.98K+ 11.31% |
$459K - $557K
|
88.4K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8.84K+ 7.65% |
$452K - $548K
|
124K
$8.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.8KNew |
$450K - $546K
|
8.8K
$579K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.77K+ 49.98% |
$449K - $544K
|
26.3K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
8.56K+ 69.6% |
$438K - $531K
|
20.8K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.49K+ 5.08% |
$435K - $527K
|
176K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.44KNew |
$432K - $524K
|
8.44K
$555K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.4K+ 2.92% |
$430K - $521K
|
296K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.33K+ 140.59% |
$426K - $517K
|
14.3K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8.3K+ 8.97% |
$425K - $515K
|
101K
$6.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.29KNew |
$424K - $514K
|
8.29K
$545K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.27K+ 3.25% |
$423K - $513K
|
262K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
8.25K+ 14.25% |
$422K - $511K
|
66.1K
$4.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.08K+ 2.04% |
$413K - $501K
|
405K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.05K+ 3.56% |
$412K - $499K
|
234K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
8.04K+ 4.02% |
$412K - $499K
|
208K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
7.99K+ 10.83% |
$409K - $496K
|
81.7K
$5.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.89K+ 21.04% |
$403K - $489K
|
45.4K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.86K+ 2.55% |
$402K - $488K
|
317K
$20.8M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.84K+ 4.84% |
$401K - $486K
|
170K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.73KNew |
$395K - $479K
|
7.73K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.69K+ 4.48% |
$393K - $477K
|
179K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
7.65K+ 21.37% |
$391K - $475K
|
43.5K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.65K+ 3.79% |
$391K - $475K
|
209K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.59K+ 82.47% |
$388K - $470K
|
16.8K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
7.58K+ 5.34% |
$388K - $470K
|
149K
$9.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.56K+ 9.08% |
$387K - $469K
|
90.8K
$5.97M
|