Purchases and Sales Made in Q1 2025 in Ishares S&P Midcap 400 Growth (IJK)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Growth (IJK) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P MIDCAP 400 GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 3.6% |
$21.1M - $25M
|
7.44M
$655M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
254K+ 93.0% |
$20.7M - $24.5M
|
527K
$46.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.4K+ 4.15% |
$6.8M - $8.05M
|
2.09M
$184M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
81.8K+ 58.47% |
$6.68M - $7.91M
|
222K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
80.3K+ 4.35% |
$6.55M - $7.76M
|
1.93M
$170M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
69.1KNew |
$5.64M - $6.67M
|
69.1K
$6.08M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
56.4KNew |
$4.6M - $5.45M
|
56.4K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
55.6K+ 33.01% |
$4.54M - $5.37M
|
224K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.5K+ 4.78% |
$4.28M - $5.07M
|
1.15M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.8K+ 19.2% |
$4.23M - $5.01M
|
322K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.2K+ 2.68% |
$3.94M - $4.66M
|
1.85M
$163M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48KNew |
$3.91M - $4.63M
|
48K
$4.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
47K+ 8228.02% |
$3.83M - $4.54M
|
47.6K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.7K+ 3.21% |
$3.57M - $4.22M
|
1.41M
$124M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
41.8K+ 5.06% |
$3.42M - $4.04M
|
868K
$76.5M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
40.5K+ 1251.55% |
$3.31M - $3.91M
|
43.7K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39K+ 76.64% |
$3.18M - $3.77M
|
89.9K
$7.92M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
38.7K+ 47.01% |
$3.16M - $3.74M
|
121K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 13.35% |
$2.89M - $3.42M
|
301K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 0.9% |
$2.66M - $3.15M
|
3.67M
$323M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 3.16% |
$2.64M - $3.13M
|
1.06M
$93.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.2K+ 53.6% |
$2.63M - $3.11M
|
92.2K
$8.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 1.77% |
$2.44M - $2.89M
|
1.72M
$151M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.4K+ 109.72% |
$2.07M - $2.45M
|
48.5K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
24K+ 69.5% |
$1.96M - $2.32M
|
58.6K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 4.51% |
$1.87M - $2.22M
|
531K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 3.28% |
$1.43M - $1.69M
|
552K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16.2KNew |
$1.32M - $1.57M
|
16.2K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.4K+ 7.93% |
$1.17M - $1.39M
|
196K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
14.3K+ 175.6% |
$1.17M - $1.39M
|
22.5K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 36.56% |
$1.16M - $1.38M
|
53.2K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
13.8KNew |
$1.12M - $1.33M
|
13.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 116.06% |
$1.11M - $1.32M
|
25.4K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13.5KNew |
$1.11M - $1.31M
|
13.5K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12.9K+ 20.3% |
$1.06M - $1.25M
|
76.6K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$978K - $1.16M
|
12K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.9K+ 39.03% |
$973K - $1.15M
|
42.4K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$926K - $1.1M
|
11.3K
$999K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$886K - $1.05M
|
10.9K
$957K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.9K+ 21.68% |
$886K - $1.05M
|
60.9K
$5.37M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 1.16% |
$817K - $968K
|
873K
$76.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.48K+ 1.96% |
$774K - $916K
|
494K
$43.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.32K+ 5.01% |
$679K - $804K
|
175K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.97K+ 279.9% |
$650K - $770K
|
10.8K
$952K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.91K+ 117.88% |
$646K - $764K
|
14.6K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.85K+ 242.88% |
$640K - $758K
|
11.1K
$976K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.48K+ 1.35% |
$610K - $723K
|
562K
$49.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39K+ 1.0% |
$603K - $714K
|
744K
$65.5M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.99K+ 11.73% |
$570K - $675K
|
66.5K
$5.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.31K+ 177.82% |
$515K - $610K
|
9.86K
$868K
|