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 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1K- 7.13% |
$81.6K - $96.6K
|
13K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.07K- 2.27% |
$87.7K - $104K
|
46.2K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.07K- 1.82% |
$87.7K - $104K
|
58K
$5.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.09K- 28.01% |
$88.8K - $105K
|
2.8K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 8.89% |
$91.1K - $108K
|
11.4K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.55% |
$91.8K - $109K
|
6.11K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.14K- 1.16% |
$93.4K - $111K
|
97.5K
$9.21M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 28.11% |
$93.5K - $111K
|
2.93K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.17K- 7.07% |
$95.1K - $113K
|
15.3K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 22.22% |
$97.4K - $115K
|
4.18K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.2K- 5.75% |
$98.3K - $116K
|
19.7K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.23K- 7.38% |
$101K - $119K
|
15.5K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.26K- 0.85% |
$103K - $122K
|
147K
$13.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.27K- 7.05% |
$104K - $123K
|
16.8K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 7.58% |
$107K - $126K
|
16K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 14.39% |
$110K - $130K
|
8.01K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.4K- 2.86% |
$114K - $135K
|
47.6K
$4.49M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.43K- 7.51% |
$117K - $138K
|
17.6K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.43K- 2.09% |
$117K - $138K
|
67.2K
$6.35M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.47K- 4.6% |
$120K - $142K
|
30.4K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.49K- 2.6% |
$122K - $144K
|
56K
$5.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.58K- 16.02% |
$129K - $153K
|
8.28K
$781K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.59K- 4.76% |
$129K - $153K
|
31.7K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.6K- 14.65% |
$131K - $155K
|
9.32K
$880K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.61K- 3.38% |
$131K - $155K
|
46K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.63K- 6.83% |
$133K - $157K
|
22.2K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.64K- 56.83% |
$134K - $159K
|
1.25K
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.7K- 9.63% |
$138K - $164K
|
15.9K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.78K- 9.64% |
$145K - $172K
|
16.6K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.81K- 2.42% |
$148K - $175K
|
73.1K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.94K- 29.66% |
$159K - $188K
|
4.61K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 4.38% |
$159K - $189K
|
42.6K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.02K- 8.18% |
$165K - $195K
|
22.7K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-2.18K- 9.48% |
$178K - $211K
|
20.9K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.26K- 57.67% |
$184K - $218K
|
1.66K
$156K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.32K- 5.68% |
$189K - $224K
|
38.5K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 6.2% |
$191K - $226K
|
35.4K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.36K- 38.03% |
$193K - $228K
|
3.85K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.41KClosed |
$197K - $233K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.53KClosed |
$207K - $245K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.62K- 3.11% |
$214K - $253K
|
81.5K
$7.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.65K- 6.08% |
$216K - $256K
|
40.9K
$3.86M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.67K- 1.84% |
$218K - $258K
|
143K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.68K- 1.03% |
$219K - $259K
|
258K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.71K- 18.92% |
$221K - $262K
|
11.6K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.71K- 1.85% |
$221K - $262K
|
144K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.09K- 4.44% |
$252K - $298K
|
66.5K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.09K- 6.85% |
$252K - $299K
|
42K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.25K- 32.21% |
$265K - $314K
|
6.85K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.26K- 2.23% |
$266K - $315K
|
143K
$13.5M
|