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 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
6+ 0.17% |
$490 - $580
|
3.56K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$408 - $483
|
6.27K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.12% |
$326 - $387
|
3.43K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4+ 0.14% |
$326 - $387
|
2.84K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.01% |
$245 - $290
|
26.8K
$2.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.07% |
$245 - $290
|
4.05K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$163 - $193
|
4.29K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$81.6 - $96.6
|
469
$37.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$81.6 - $96.6
|
4.13K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.03% |
$81.6 - $96.6
|
2.99K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$81.6 - $96.6
|
32K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.08% |
$245 - $290
|
3.54K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 1.41% |
$490 - $580
|
421
$33.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 0.03% |
$490 - $580
|
22.8K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10- 0.21% |
$816 - $966
|
4.74K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-15- 0.16% |
$1.22K - $1.45K
|
9.37K
$744K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.35% |
$1.55K - $1.84K
|
5.41K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.3% |
$2.37K - $2.8K
|
9.6K
$762K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-34- 0.48% |
$2.78K - $3.29K
|
7K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-37- 1.07% |
$3.02K - $3.58K
|
3.41K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 0.32% |
$3.02K - $3.58K
|
11.4K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-50- 0.38% |
$4.08K - $4.83K
|
13.3K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-57- 1.05% |
$4.65K - $5.51K
|
5.38K
$427K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-69- 10.62% |
$5.63K - $6.67K
|
581
$46.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-77- 4.43% |
$6.28K - $7.44K
|
1.66K
$132K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 5.61% |
$7.02K - $8.31K
|
1.45K
$115K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-90- 2.1% |
$7.35K - $8.7K
|
4.2K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-96- 0.18% |
$7.84K - $9.28K
|
52.1K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-191- 14.06% |
$15.6K - $18.5K
|
1.17K
$92.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-212- 1.37% |
$17.3K - $20.5K
|
15.2K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-229- 45.71% |
$18.7K - $22.1K
|
272
$21.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-233- 1.64% |
$19K - $22.5K
|
14K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-238- 22.62% |
$19.4K - $23K
|
814
$64.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-282- 32.79% |
$23K - $27.2K
|
578
$45.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-325- 7.12% |
$26.5K - $31.4K
|
4.24K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-438- 7.41% |
$35.7K - $42.3K
|
5.48K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-475- 15.91% |
$38.8K - $45.9K
|
2.51K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-531- 2.0% |
$43.3K - $51.3K
|
26K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-608- 37.93% |
$49.6K - $58.8K
|
995
$79K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-615- 10.61% |
$50.2K - $59.4K
|
5.18K
$412K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-638- 1.51% |
$52.1K - $61.6K
|
41.5K
$3.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-659- 8.33% |
$53.8K - $63.7K
|
7.25K
$576K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-673- 6.19% |
$54.9K - $65K
|
10.2K
$809K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 14.24% |
$57.9K - $68.5K
|
4.27K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-775- 1.22% |
$63.3K - $74.9K
|
63K
$5M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.07K- 2.27% |
$87.7K - $104K
|
46.2K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.55% |
$91.8K - $109K
|
6.11K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.58K- 16.02% |
$129K - $153K
|
8.28K
$657K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.61K- 3.38% |
$131K - $155K
|
46K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 4.38% |
$159K - $189K
|
42.6K
$3.38M
|