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 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.73K+ 73.95% |
$141K - $167K
|
4.07K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.65K+ 20.76% |
$134K - $159K
|
9.58K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.6K+ 33.75% |
$131K - $155K
|
6.35K
$559K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.49K+ 30.54% |
$121K - $144K
|
6.35K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 15.95% |
$118K - $140K
|
10.5K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.38K+ 1.29% |
$112K - $133K
|
108K
$9.48M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.37K+ 32.14% |
$112K - $133K
|
5.65K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 33.9% |
$111K - $132K
|
5.39K
$475K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.35K+ 6.29% |
$110K - $130K
|
22.8K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.34K+ 1.99% |
$109K - $129K
|
68.6K
$6.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 18.2% |
$109K - $129K
|
8.68K
$764K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.33K+ 3.26% |
$109K - $129K
|
42.2K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.32K+ 0.78% |
$108K - $127K
|
171K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.31K+ 0.2% |
$107K - $127K
|
648K
$57M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 4.32% |
$106K - $125K
|
31.3K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 0.61% |
$105K - $124K
|
213K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.16K+ 1.01% |
$94.4K - $112K
|
116K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.14K+ 43.47% |
$93.4K - $111K
|
3.78K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 14.77% |
$91.4K - $108K
|
8.7K
$767K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.12K+ 1.96% |
$91.3K - $108K
|
58.1K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.11K+ 6.03% |
$90.2K - $107K
|
19.4K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.1KNew |
$89.8K - $106K
|
1.1K
$96.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$88.1K - $104K
|
1.08K
$95.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 34.51% |
$85.4K - $101K
|
4.08K
$359K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
975+ 6.46% |
$79.6K - $94.2K
|
16.1K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
967+ 30.33% |
$78.9K - $93.4K
|
4.16K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
937New |
$76.5K - $90.5K
|
937
$82.5K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
932+ 29.59% |
$76.1K - $90.1K
|
4.08K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
926+ 2.5% |
$75.6K - $89.5K
|
38K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
904+ 14.35% |
$73.8K - $87.4K
|
7.2K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
854+ 5.73% |
$69.7K - $82.5K
|
15.8K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
850+ 5.94% |
$69.4K - $82.1K
|
15.2K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
850+ 13.29% |
$69.4K - $82.1K
|
7.25K
$638K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
843+ 26.47% |
$68.8K - $81.5K
|
4.03K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
823+ 0.83% |
$67.2K - $79.5K
|
99.6K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
800+ 13.06% |
$65.3K - $77.3K
|
6.93K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
795+ 0.16% |
$64.9K - $76.8K
|
503K
$44.3M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
747+ 4.74% |
$61K - $72.2K
|
16.5K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
747+ 47.88% |
$61K - $72.2K
|
2.31K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
724+ 5.08% |
$59.1K - $70K
|
15K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
714+ 2.38% |
$58.3K - $69K
|
30.8K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
690+ 2.49% |
$56.3K - $66.7K
|
28.4K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
649+ 12.02% |
$53K - $62.7K
|
6.05K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
635+ 8.54% |
$51.8K - $61.4K
|
8.07K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
630+ 22.72% |
$51.4K - $60.9K
|
3.4K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
619+ 4.85% |
$50.5K - $59.8K
|
13.4K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
618+ 12.82% |
$50.4K - $59.7K
|
5.44K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
605+ 6.32% |
$49.4K - $58.5K
|
10.2K
$897K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
605+ 1.46% |
$49.4K - $58.5K
|
42.1K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
597+ 3.9% |
$48.7K - $57.7K
|
15.9K
$1.4M
|