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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.58K- 1.36% |
$293K - $346K
|
260K
$22.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.85K- 2.68% |
$314K - $372K
|
140K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.29K- 18.08% |
$350K - $414K
|
19.4K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.33K- 1.11% |
$354K - $419K
|
385K
$33.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.55K- 27.33% |
$371K - $439K
|
12.1K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.55K- 13.95% |
$371K - $439K
|
28K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.71K- 0.98% |
$384K - $455K
|
474K
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.71K- 18.08% |
$385K - $456K
|
21.4K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.75K- 4.33% |
$387K - $459K
|
105K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.8K- 5.67% |
$392K - $464K
|
80K
$7.05M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.17K- 5.7% |
$422K - $499K
|
85.5K
$7.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-5.22K- 33.12% |
$426K - $504K
|
10.5K
$928K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.33K- 63.39% |
$435K - $515K
|
3.08K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.46K- 15.92% |
$445K - $527K
|
28.8K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.56K- 84.75% |
$453K - $537K
|
1K
$88.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.96K- 2.99% |
$486K - $576K
|
193K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.57K- 7.66% |
$536K - $634K
|
79.1K
$6.97M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.58K- 43.77% |
$537K - $636K
|
8.45K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.16K- 28.45% |
$585K - $692K
|
18K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.34K- 20.73% |
$680K - $805K
|
31.9K
$2.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.45K- 3.62% |
$690K - $817K
|
225K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.68K- 33.31% |
$708K - $839K
|
17.4K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-8.88K- 32.12% |
$725K - $858K
|
18.8K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.03K- 26.12% |
$737K - $872K
|
25.5K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 50.0% |
$831K - $984K
|
10.2K
$897K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 0.53% |
$868K - $1.03M
|
2M
$177M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.8K- 1.81% |
$882K - $1.04M
|
586K
$51.6M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-11.6K- 41.22% |
$947K - $1.12M
|
16.6K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.9K- 6.4% |
$973K - $1.15M
|
174K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 27.62% |
$983K - $1.16M
|
31.6K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 81.75% |
$996K - $1.18M
|
2.73K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14K- 17.59% |
$1.14M - $1.35M
|
65.6K
$5.78M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 25.48% |
$1.17M - $1.39M
|
41.9K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.9K- 5.88% |
$1.3M - $1.54M
|
254K
$22.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.4K- 78.86% |
$1.5M - $1.78M
|
4.93K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-18.8K- 38.9% |
$1.53M - $1.81M
|
29.5K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18.9K- 50.24% |
$1.55M - $1.83M
|
18.7K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 80.48% |
$1.55M - $1.83M
|
4.59K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.5K- 1.51% |
$1.67M - $1.98M
|
1.33M
$117M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 21.44% |
$1.73M - $2.05M
|
77.7K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 3.15% |
$1.86M - $2.2M
|
699K
$61.6M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 15.98% |
$2.11M - $2.5M
|
136K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.2K- 6.22% |
$2.3M - $2.73M
|
426K
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-41.2K- 5.27% |
$3.37M - $3.99M
|
741K
$65.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-47K- 98.8% |
$3.83M - $4.54M
|
571
$50.3K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.4K- 15.92% |
$4.85M - $5.74M
|
314K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-73.7K- 26.78% |
$6.02M - $7.13M
|
202K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.5K- 32.33% |
$6.24M - $7.39M
|
160K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-81.2K- 92.1% |
$6.63M - $7.84M
|
6.96K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-86.6K- 95.14% |
$7.07M - $8.37M
|
4.42K
$390K
|