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
|
Anb Bank
Denver, CO |
BUY
|
- |
590+ 1.2% |
$48.2K - $57K
|
49.7K
$4.38M
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
577+ 0.81% |
$47.1K - $55.8K
|
71.5K
$6.3M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
570+ 24.12% |
$46.5K - $55.1K
|
2.93K
$258K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
560+ 4.93% |
$45.7K - $54.1K
|
11.9K
$1.05M
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
555+ 21.6% |
$45.3K - $53.6K
|
3.13K
$275K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
550+ 34.83% |
$44.9K - $53.1K
|
2.13K
$188K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
533+ 32.68% |
$43.5K - $51.5K
|
2.16K
$191K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
516+ 1.18% |
$42.1K - $49.9K
|
44.1K
$3.88M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
514New |
$42K - $49.7K
|
514
$45.3K
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
502+ 6.46% |
$41K - $48.5K
|
8.27K
$729K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
475+ 6.55% |
$38.8K - $45.9K
|
7.73K
$681K
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
460+ 19.66% |
$37.5K - $44.4K
|
2.8K
$247K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
427+ 0.04% |
$34.9K - $41.3K
|
1.03M
$91.1M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
424+ 8.94% |
$34.6K - $41K
|
5.17K
$455K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
408New |
$33.3K - $39.4K
|
408
$35.9K
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
400+ 13.84% |
$32.6K - $38.7K
|
3.29K
$290K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
368New |
$30K - $35.6K
|
368
$32.4K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
366+ 7.18% |
$29.9K - $35.4K
|
5.46K
$481K
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
348+ 0.8% |
$28.4K - $33.6K
|
43.8K
$3.86M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
333+ 0.39% |
$27.2K - $32.2K
|
84.8K
$7.47M
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
332+ 0.48% |
$27.1K - $32.1K
|
68.8K
$6.06M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
328+ 13.65% |
$26.8K - $31.7K
|
2.73K
$241K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
301+ 0.6% |
$24.6K - $29.1K
|
50.1K
$4.42M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
301+ 1.94% |
$24.6K - $29.1K
|
15.8K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
290+ 8.9% |
$23.7K - $28K
|
3.55K
$313K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
287+ 2.59% |
$23.4K - $27.7K
|
11.4K
$1M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
284New |
$23.2K - $27.4K
|
284
$25K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
276+ 0.84% |
$22.5K - $26.7K
|
33.2K
$2.93M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
269+ 9.87% |
$22K - $26K
|
3K
$264K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
252+ 4.01% |
$20.6K - $24.4K
|
6.53K
$575K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
245+ 260.64% |
$20K - $23.7K
|
339
$29.9K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
240New |
$19.6K - $23.2K
|
240
$21.1K
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
223+ 3.95% |
$18.2K - $21.5K
|
5.87K
$517K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
218+ 1.3% |
$17.8K - $21.1K
|
17K
$1.49M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
213+ 1.62% |
$17.4K - $20.6K
|
13.4K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
209+ 8.77% |
$17.1K - $20.2K
|
2.59K
$228K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
208+ 3.77% |
$17K - $20.1K
|
5.72K
$504K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
201New |
$16.4K - $19.4K
|
201
$17.7K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 3.78% |
$16.3K - $19.3K
|
5.49K
$484K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
199+ 4.38% |
$16.2K - $19.2K
|
4.75K
$418K
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
198+ 0.69% |
$16.2K - $19.1K
|
29.1K
$2.56M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
189+ 2.91% |
$15.4K - $18.3K
|
6.68K
$588K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
186+ 1.34% |
$15.2K - $18K
|
14.1K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 60.46% |
$15.1K - $17.9K
|
491
$43.3K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
180+ 10.42% |
$14.7K - $17.4K
|
1.91K
$168K
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
177+ 0.88% |
$14.4K - $17.1K
|
20.2K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
172+ 0.28% |
$14K - $16.6K
|
62.4K
$5.49M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
172+ 6.39% |
$14K - $16.6K
|
2.86K
$252K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
167+ 3.02% |
$13.6K - $16.1K
|
5.7K
$502K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165+ 7.29% |
$13.5K - $15.9K
|
2.43K
$214K
|