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 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.63K+ 7.03% |
$288K - $349K
|
85.7K
$5.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.62K+ 2.01% |
$288K - $349K
|
285K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.56K+ 3.67% |
$284K - $345K
|
157K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.55KNew |
$284K - $344K
|
5.55K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.51KNew |
$282K - $342K
|
5.51K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.51K+ 4.92% |
$282K - $342K
|
118K
$7.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
5.5K+ 4.39% |
$282K - $341K
|
131K
$8.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
5.48K+ 4.01% |
$280K - $340K
|
142K
$9.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.48K+ 30.89% |
$280K - $340K
|
23.2K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.47K+ 2.3% |
$280K - $339K
|
244K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.46K+ 5.55% |
$279K - $338K
|
104K
$6.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.45K+ 1.99% |
$279K - $338K
|
280K
$18.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.45KNew |
$279K - $338K
|
5.45K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5.39K+ 12.8% |
$275K - $334K
|
47.4K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.36K+ 19.46% |
$274K - $332K
|
32.9K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
5.3K+ 3.9% |
$271K - $328K
|
141K
$9.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.24K+ 22.35% |
$268K - $325K
|
28.7K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
5.19K+ 1.63% |
$265K - $322K
|
324K
$21.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.16K+ 23.44% |
$264K - $320K
|
27.2K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.13K+ 100.75% |
$262K - $318K
|
10.2K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.1KNew |
$261K - $316K
|
5.1K
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.09K+ 3.02% |
$261K - $316K
|
174K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
5.05K+ 2.82% |
$258K - $313K
|
184K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.01KNew |
$256K - $310K
|
5.01K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.97K+ 0.22% |
$254K - $308K
|
2.28M
$150M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4.95K+ 18.04% |
$253K - $307K
|
32.4K
$2.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.89K+ 1.66% |
$250K - $303K
|
299K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.84K+ 26.44% |
$248K - $300K
|
23.2K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
4.83K+ 43.46% |
$247K - $300K
|
16K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.78K+ 17.05% |
$245K - $297K
|
32.8K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.78K+ 1.14% |
$244K - $296K
|
423K
$27.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.78K+ 10.06% |
$244K - $296K
|
52.2K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.76K+ 6.47% |
$243K - $295K
|
78.3K
$5.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
4.75K+ 2.29% |
$243K - $295K
|
212K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
4.73KNew |
$242K - $293K
|
4.73K
$311K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.71K+ 75.62% |
$241K - $292K
|
10.9K
$720K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.7KNew |
$241K - $292K
|
4.7K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69K+ 5.7% |
$240K - $291K
|
86.9K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.66K+ 4.03% |
$239K - $289K
|
121K
$7.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.66K+ 4.54% |
$239K - $289K
|
107K
$7.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.62K+ 38.8% |
$236K - $287K
|
16.5K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.62KNew |
$236K - $287K
|
4.62K
$304K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.56K+ 107.35% |
$233K - $283K
|
8.8K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.5KNew |
$230K - $279K
|
4.5K
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.48K+ 3.09% |
$229K - $278K
|
149K
$9.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.45K+ 8.28% |
$228K - $276K
|
58.2K
$3.83M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.44K+ 33.62% |
$227K - $275K
|
17.7K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.43K+ 17.54% |
$227K - $275K
|
29.7K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
4.43K+ 4.36% |
$227K - $275K
|
106K
$6.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
4.43KNew |
$227K - $275K
|
4.43K
$291K
|