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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.11K+ 53.43% |
$499K - $591K
|
17.6K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.92K+ 109.94% |
$483K - $572K
|
11.3K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.76KNew |
$470K - $556K
|
5.76K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.36K+ 2.8% |
$437K - $518K
|
196K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.32K+ 20.02% |
$434K - $514K
|
31.9K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.88KNew |
$398K - $472K
|
4.88K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.84KNew |
$395K - $467K
|
4.84K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77K+ 9.41% |
$389K - $461K
|
55.4K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.64KNew |
$379K - $448K
|
4.64K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.6KNew |
$375K - $444K
|
4.6K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.58KNew |
$373K - $442K
|
4.58K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.55K+ 37.56% |
$371K - $440K
|
16.7K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$354K - $420K
|
4.34K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.32K+ 5.19% |
$353K - $417K
|
87.5K
$7.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.29K+ 1.63% |
$350K - $414K
|
268K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4KNew |
$326K - $387K
|
4K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.97K+ 20.6% |
$324K - $384K
|
23.3K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 8.02% |
$309K - $366K
|
51K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.74K+ 102.53% |
$305K - $361K
|
7.38K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.73K+ 35.4% |
$304K - $360K
|
14.3K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
3.63K+ 3.79% |
$296K - $351K
|
99.3K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.53K+ 4204.76% |
$288K - $341K
|
3.62K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.52K+ 33.45% |
$287K - $340K
|
14K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.38K+ 10.22% |
$276K - $326K
|
36.4K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.34KNew |
$273K - $323K
|
3.34K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.33K+ 1.84% |
$271K - $321K
|
184K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22KNew |
$263K - $311K
|
3.22K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 103266.67% |
$253K - $299K
|
3.1K
$273K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.93KNew |
$239K - $284K
|
2.93K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.76K+ 2.31% |
$225K - $267K
|
122K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.72K+ 14.1% |
$222K - $263K
|
22K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.7K+ 1.22% |
$220K - $261K
|
224K
$19.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.61K+ 23.7% |
$213K - $252K
|
13.6K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 1.83% |
$213K - $252K
|
145K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.55KNew |
$208K - $247K
|
2.55K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.49KNew |
$203K - $240K
|
2.49K
$219K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.46K+ 54.42% |
$201K - $238K
|
6.98K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.44K+ 2.98% |
$199K - $235K
|
84.1K
$7.41M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.32K+ 6.31% |
$189K - $224K
|
39K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.23KNew |
$182K - $215K
|
2.23K
$196K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.18KNew |
$178K - $211K
|
2.18K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.13KNew |
$174K - $206K
|
2.13K
$188K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.06K+ 7.11% |
$168K - $199K
|
31K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.03K+ 56.35% |
$165K - $196K
|
5.62K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.03K+ 23.43% |
$165K - $196K
|
10.7K
$940K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.03K+ 41.76% |
$165K - $196K
|
6.88K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.99K+ 6.73% |
$163K - $193K
|
31.6K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.98KNew |
$161K - $191K
|
1.98K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.95K+ 10.09% |
$159K - $189K
|
21.3K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82K+ 0.87% |
$149K - $176K
|
213K
$18.7M
|