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 26, 2026
Q4 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
860K+ 2208.47% |
$54.4M - $57M
|
899K
$57.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
527K+ 5.58% |
$33.3M - $34.9M
|
9.97M
$640M
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
506KNew |
$32M - $33.5M
|
506K
$32.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Covenant Partners, LLC
|
BUY
|
- |
273K+ 674.59% |
$17.3M - $18.1M
|
313K
$20.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
256K+ 275.42% |
$16.2M - $17M
|
350K
$22.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
222KNew |
$14M - $14.7M
|
222K
$14.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
150K+ 6.42% |
$9.5M - $9.95M
|
2.49M
$160M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
146K+ 111.18% |
$9.22M - $9.65M
|
277K
$17.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133K+ 40.54% |
$8.39M - $8.79M
|
460K
$29.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
127KNew |
$8.03M - $8.41M
|
127K
$8.15M
|
|
|
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 26, 2026
Q4 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
115K+ 19.4% |
$7.25M - $7.59M
|
706K
$45.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
95.1KNew |
$6.02M - $6.3M
|
95.1K
$6.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
94.2K+ 51.12% |
$5.96M - $6.24M
|
278K
$17.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
90.5KNew |
$5.73M - $6M
|
90.5K
$5.81M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
90.4K+ 11.99% |
$5.72M - $5.99M
|
844K
$54.2M
|
|
|
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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
86K+ 129.6% |
$5.44M - $5.7M
|
152K
$9.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
82.3KNew |
$5.21M - $5.45M
|
82.3K
$5.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
80.2K+ 13.02% |
$5.07M - $5.31M
|
696K
$44.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
79K+ 134.26% |
$5M - $5.23M
|
138K
$8.85M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
76.2K+ 4.45% |
$4.82M - $5.05M
|
1.79M
$115M
|
|
|
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 29, 2026
Q4 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
68K+ 4.7% |
$4.3M - $4.5M
|
1.51M
$97.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
58.3KNew |
$3.69M - $3.86M
|
58.3K
$3.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
57.5K+ 25.03% |
$3.64M - $3.81M
|
287K
$18.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Ticino Wealth
Mission Viejo, CA |
BUY
|
- |
57KNew |
$3.6M - $3.78M
|
57K
$3.66M
|
|
|
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 23, 2026
Q4 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
49.7K+ 143.15% |
$3.15M - $3.29M
|
84.5K
$5.42M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
48.8KNew |
$3.09M - $3.23M
|
48.8K
$3.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
43.5KNew |
$2.75M - $2.88M
|
43.5K
$2.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40.7K+ 14.97% |
$2.58M - $2.7M
|
313K
$20.1M
|
|
|
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 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
39K+ 11.88% |
$2.47M - $2.58M
|
367K
$23.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Financial Group Inc
|
BUY
|
- |
38K+ 2.76% |
$2.4M - $2.51M
|
1.41M
$90.7M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
37.2K+ 8.94% |
$2.35M - $2.46M
|
453K
$29.1M
|
|
|
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 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
36K+ 4.59% |
$2.27M - $2.38M
|
819K
$52.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35.7KNew |
$2.26M - $2.36M
|
35.7K
$2.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35.1K+ 4.21% |
$2.22M - $2.32M
|
867K
$55.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.8K+ 8.08% |
$2.2M - $2.3M
|
465K
$29.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
33.4K+ 7.62% |
$2.11M - $2.21M
|
472K
$30.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
32.9K+ 16.82% |
$2.08M - $2.18M
|
228K
$14.7M
|
|