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 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
160+ 1.39% |
$13.1K - $15.5K
|
11.7K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
158+ 6.43% |
$12.9K - $15.3K
|
2.61K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158+ 4.03% |
$12.9K - $15.3K
|
4.08K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
156+ 0.97% |
$12.7K - $15.1K
|
16.3K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
147+ 2.43% |
$12K - $14.2K
|
6.19K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
144New |
$11.8K - $13.9K
|
144
$12.7K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
138+ 57.5% |
$11.3K - $13.3K
|
378
$33.3K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
136New |
$11.1K - $13.1K
|
136
$12K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
133+ 83.65% |
$10.9K - $12.9K
|
292
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
132+ 1.67% |
$10.8K - $12.8K
|
8.06K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
124+ 2.03% |
$10.1K - $12K
|
6.24K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
115New |
$9.39K - $11.1K
|
115
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
114+ 1.15% |
$9.3K - $11K
|
10.1K
$886K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
107+ 78.1% |
$8.73K - $10.3K
|
244
$21.5K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
105+ 2.32% |
$8.57K - $10.1K
|
4.62K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
100+ 2.7% |
$8.16K - $9.66K
|
3.81K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
98+ 0.91% |
$8K - $9.47K
|
10.9K
$960K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
84+ 0.93% |
$6.86K - $8.12K
|
9.11K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
83New |
$6.77K - $8.02K
|
83
$7.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
81+ 1.11% |
$6.61K - $7.83K
|
7.35K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
79+ 1.72% |
$6.45K - $7.63K
|
4.68K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74+ 1.47% |
$6.04K - $7.15K
|
5.11K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 1.03% |
$5.96K - $7.05K
|
7.18K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
70+ 7000.0% |
$5.71K - $6.76K
|
71
$6.25K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 0.66% |
$5.55K - $6.57K
|
10.4K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 1.04% |
$5.55K - $6.57K
|
6.62K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66+ 0.75% |
$5.39K - $6.38K
|
8.86K
$780K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 1.28% |
$4.82K - $5.7K
|
4.65K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
58+ 414.29% |
$4.73K - $5.6K
|
72
$6.34K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53+ 0.55% |
$4.33K - $5.12K
|
9.71K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.07% |
$4.08K - $4.83K
|
4.71K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.68% |
$4.08K - $4.83K
|
3.03K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
50+ 50.0% |
$4.08K - $4.83K
|
150
$13.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48New |
$3.92K - $4.64K
|
48
$4.23K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
45+ 0.54% |
$3.67K - $4.35K
|
8.34K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
43+ 0.2% |
$3.51K - $4.16K
|
21.4K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
32+ 0.09% |
$2.61K - $3.09K
|
36K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 6.71% |
$2.61K - $3.09K
|
509
$44.8K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23New |
$1.88K - $2.22K
|
23
$2.03K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
21+ 0.51% |
$1.71K - $2.03K
|
4.16K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.13% |
$1.47K - $1.74K
|
14.1K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.07% |
$1.31K - $1.55K
|
21.5K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.16% |
$898 - $1.06K
|
7.03K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.12% |
$735 - $870
|
7.32K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.14% |
$653 - $773
|
5.6K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.1% |
$653 - $773
|
8.03K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
8+ 0.05% |
$653 - $773
|
15.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.04% |
$571 - $676
|
19.8K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.05% |
$490 - $580
|
11.6K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
6+ 0.17% |
$490 - $580
|
3.56K
$313K
|