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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
69.1KNew |
$5.64M - $6.67M
|
69.1K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48KNew |
$3.91M - $4.63M
|
48K
$3.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
47K+ 8228.02% |
$3.83M - $4.54M
|
47.6K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
41.8K+ 5.06% |
$3.42M - $4.04M
|
868K
$68.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 13.35% |
$2.89M - $3.42M
|
301K
$23.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 36.56% |
$1.16M - $1.38M
|
53.2K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.11K+ 53.43% |
$499K - $591K
|
17.6K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.88KNew |
$398K - $472K
|
4.88K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.55K+ 37.56% |
$371K - $440K
|
16.7K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.29K+ 1.63% |
$350K - $414K
|
268K
$21.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 8.02% |
$309K - $366K
|
51K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $323K
|
3.34K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.33K+ 1.84% |
$271K - $321K
|
184K
$14.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 103266.67% |
$253K - $299K
|
3.1K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.76K+ 2.31% |
$225K - $267K
|
122K
$9.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.61K+ 23.7% |
$213K - $252K
|
13.6K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.06K+ 7.11% |
$168K - $199K
|
31K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.03K+ 56.35% |
$165K - $196K
|
5.62K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99K+ 6.73% |
$163K - $193K
|
31.6K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 15.95% |
$118K - $140K
|
10.5K
$835K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 18.2% |
$109K - $129K
|
8.68K
$689K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.33K+ 3.26% |
$109K - $129K
|
42.2K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 4.32% |
$106K - $125K
|
31.3K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.14K+ 43.47% |
$93.4K - $111K
|
3.78K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
975+ 6.46% |
$79.6K - $94.2K
|
16.1K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
967+ 30.33% |
$78.9K - $93.4K
|
4.16K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
854+ 5.73% |
$69.7K - $82.5K
|
15.8K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
724+ 5.08% |
$59.1K - $70K
|
15K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
714+ 2.38% |
$58.3K - $69K
|
30.8K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
649+ 12.02% |
$53K - $62.7K
|
6.05K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
618+ 12.82% |
$50.4K - $59.7K
|
5.44K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
555+ 21.6% |
$45.3K - $53.6K
|
3.13K
$248K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
332+ 0.48% |
$27.1K - $32.1K
|
68.8K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
276+ 0.84% |
$22.5K - $26.7K
|
33.2K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
252+ 4.01% |
$20.6K - $24.4K
|
6.53K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
245+ 260.64% |
$20K - $23.7K
|
339
$26.9K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
213+ 1.62% |
$17.4K - $20.6K
|
13.4K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 3.78% |
$16.3K - $19.3K
|
5.49K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
189+ 2.91% |
$15.4K - $18.3K
|
6.68K
$530K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158+ 4.03% |
$12.9K - $15.3K
|
4.08K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
147+ 2.43% |
$12K - $14.2K
|
6.19K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
98+ 0.91% |
$8K - $9.47K
|
10.9K
$865K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
81+ 1.11% |
$6.61K - $7.83K
|
7.35K
$583K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 0.66% |
$5.55K - $6.57K
|
10.4K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66+ 0.75% |
$5.39K - $6.38K
|
8.86K
$703K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.13% |
$1.47K - $1.74K
|
14.1K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.16% |
$898 - $1.06K
|
7.03K
$558K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.1% |
$653 - $773
|
8.03K
$638K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$490 - $580
|
14.5K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.05% |
$490 - $580
|
11.6K
$919K
|