Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.32MNew |
$83.4M - $87.3M
|
1.32M
$84.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
256K+ 275.42% |
$16.2M - $17M
|
350K
$22.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
146K+ 111.18% |
$9.22M - $9.65M
|
277K
$17.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
126K+ 24.74% |
$7.97M - $8.35M
|
635K
$40.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
124K+ 33.44% |
$7.83M - $8.2M
|
494K
$31.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
94.2K+ 51.12% |
$5.96M - $6.24M
|
278K
$17.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
88.8K+ 18.36% |
$5.62M - $5.88M
|
573K
$36.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
86.2K+ 4.61% |
$5.45M - $5.71M
|
1.96M
$126M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
80.2K+ 13.02% |
$5.07M - $5.31M
|
696K
$44.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
74.5K+ 105.36% |
$4.71M - $4.94M
|
145K
$9.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
72.3KNew |
$4.57M - $4.79M
|
72.3K
$4.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
56.8KNew |
$3.6M - $3.77M
|
56.8K
$3.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
49.8KNew |
$3.15M - $3.3M
|
49.8K
$3.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
43.5KNew |
$2.75M - $2.88M
|
43.5K
$2.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
39.8KNew |
$2.51M - $2.63M
|
39.8K
$2.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
39.4K+ 30.13% |
$2.49M - $2.61M
|
170K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.9K+ 2.18% |
$2.33M - $2.44M
|
1.73M
$111M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36.4K+ 4.35% |
$2.3M - $2.41M
|
872K
$56M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
30.1K+ 7.81% |
$1.9M - $1.99M
|
416K
$26.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
29.2K+ 3.23% |
$1.84M - $1.93M
|
931K
$59.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
27.1K+ 48.55% |
$1.71M - $1.79M
|
82.8K
$5.32M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20.4K+ 98.71% |
$1.29M - $1.35M
|
41.2K
$2.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.8K+ 4.48% |
$1.13M - $1.18M
|
416K
$26.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
17.8K+ 5.81% |
$1.12M - $1.18M
|
324K
$20.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15.8K+ 5.98% |
$1M - $1.05M
|
280K
$18M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 7.86% |
$984K - $1.03M
|
213K
$13.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 2.21% |
$973K - $1.02M
|
711K
$45.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
15.3K+ 5.97% |
$966K - $1.01M
|
271K
$17.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
14.5K+ 19.04% |
$920K - $964K
|
90.9K
$5.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.4K+ 3.0% |
$912K - $955K
|
494K
$31.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.1K+ 3.83% |
$894K - $936K
|
383K
$24.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14K+ 9.59% |
$888K - $930K
|
160K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
13K+ 2.02% |
$824K - $863K
|
657K
$42.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
12.9K+ 31.25% |
$818K - $857K
|
54.3K
$3.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12.4K+ 1.12% |
$786K - $823K
|
1.12M
$72M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12K+ 11.5% |
$758K - $794K
|
116K
$7.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
11.6KNew |
$733K - $767K
|
11.6K
$744K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.1K+ 287.5% |
$703K - $736K
|
15K
$962K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11K+ 16.96% |
$695K - $728K
|
75.8K
$4.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.5K+ 9.75% |
$662K - $694K
|
118K
$7.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
10.2KNew |
$645K - $676K
|
10.2K
$655K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.9K+ 3.29% |
$626K - $656K
|
311K
$19.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.45K+ 2.52% |
$598K - $626K
|
385K
$24.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
9.42KNew |
$595K - $624K
|
9.42K
$604K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.17K+ 5.89% |
$580K - $608K
|
165K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.81K+ 1.84% |
$557K - $583K
|
488K
$31.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.56K+ 5.56% |
$542K - $567K
|
163K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.71K+ 1.28% |
$488K - $511K
|
608K
$39M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7.59K+ 33.99% |
$480K - $503K
|
29.9K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
7.5K+ 4.95% |
$475K - $497K
|
159K
$10.2M
|
|