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
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.51K+ 7.43% |
$384K - $466K
|
109K
$7.14M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.46K+ 18.06% |
$381K - $462K
|
48.7K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.45K+ 18.86% |
$381K - $462K
|
47K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.43K+ 3.91% |
$380K - $461K
|
197K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
7.41K+ 0.85% |
$379K - $459K
|
874K
$57.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.37KNew |
$377K - $457K
|
7.37K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
7.29K+ 8.61% |
$373K - $452K
|
91.9K
$6.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.22K+ 4.84% |
$369K - $447K
|
156K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7.21K+ 1.1% |
$369K - $447K
|
662K
$43.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
7.18KNew |
$367K - $445K
|
7.18K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.15K+ 1.04% |
$366K - $443K
|
696K
$45.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.15K+ 3.24% |
$366K - $443K
|
228K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
7.11K+ 8.47% |
$363K - $441K
|
91K
$5.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.08K+ 2.88% |
$362K - $439K
|
253K
$16.6M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
7.01KNew |
$358K - $435K
|
7.01K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.98K+ 82.57% |
$357K - $433K
|
15.4K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6.97K+ 12.24% |
$357K - $432K
|
63.9K
$4.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.96K+ 9.76% |
$356K - $432K
|
78.3K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.94K+ 4.7% |
$355K - $430K
|
155K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.84K+ 9.59% |
$350K - $424K
|
78.2K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.83K+ 3.83% |
$349K - $423K
|
185K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
6.77K+ 0.8% |
$346K - $420K
|
857K
$56.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.72K+ 37.47% |
$344K - $417K
|
24.7K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.67K+ 2.76% |
$341K - $414K
|
249K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
6.57K+ 4.53% |
$336K - $407K
|
152K
$9.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
6.52K+ 92.7% |
$333K - $404K
|
13.5K
$891K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.5K+ 63.43% |
$333K - $403K
|
16.8K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
6.5K+ 24.02% |
$333K - $403K
|
33.6K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.47K+ 6.79% |
$331K - $401K
|
102K
$6.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
6.46K+ 9.28% |
$330K - $401K
|
76.1K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.31K+ 2.61% |
$323K - $391K
|
248K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
6.31K+ 3.35% |
$323K - $391K
|
195K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.17KNew |
$316K - $383K
|
6.17K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.16KNew |
$315K - $382K
|
6.16K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
6.14K+ 0.69% |
$314K - $380K
|
897K
$59M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.1K+ 9.99% |
$312K - $378K
|
67.1K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
6.09K+ 1.55% |
$311K - $377K
|
399K
$26.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6.05K+ 5.7% |
$309K - $375K
|
112K
$7.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.04K+ 2.61% |
$309K - $375K
|
237K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.02K+ 18.64% |
$308K - $374K
|
38.3K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.99K+ 5.26% |
$306K - $371K
|
120K
$7.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.94K+ 2.05% |
$304K - $368K
|
295K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.87K+ 7.72% |
$301K - $364K
|
81.9K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
5.87K+ 28.74% |
$300K - $364K
|
26.3K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.75K+ 129.83% |
$294K - $357K
|
10.2K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.75K+ 1.6% |
$294K - $356K
|
365K
$24M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5.69K+ 20.43% |
$291K - $353K
|
33.5K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
5.64K+ 1.89% |
$289K - $350K
|
304K
$20M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
5.64K+ 2.26% |
$289K - $350K
|
255K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.64KNew |
$288K - $350K
|
5.64K
$371K
|