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 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21- 0.75% |
$1.71K - $2.03K
|
2.79K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 0.14% |
$1.71K - $2.03K
|
15.2K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.89% |
$2.04K - $2.42K
|
2.79K
$246K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-29- 0.3% |
$2.37K - $2.8K
|
9.6K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.14% |
$2.45K - $2.9K
|
21.4K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-31- 1.15% |
$2.53K - $3K
|
2.67K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-34- 0.48% |
$2.78K - $3.29K
|
7K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-35- 0.53% |
$2.86K - $3.38K
|
6.6K
$581K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36- 50.0% |
$2.94K - $3.48K
|
36
$3.17K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-36- 0.43% |
$2.94K - $3.48K
|
8.25K
$727K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-37- 1.07% |
$3.02K - $3.58K
|
3.41K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 0.32% |
$3.02K - $3.58K
|
11.4K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-40- 0.2% |
$3.26K - $3.87K
|
19.6K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 0.46% |
$3.26K - $3.87K
|
8.58K
$756K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-40- 0.75% |
$3.26K - $3.87K
|
5.31K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-40- 0.97% |
$3.26K - $3.87K
|
4.1K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-41- 12.73% |
$3.35K - $3.96K
|
281
$24.8K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-42- 0.11% |
$3.43K - $4.06K
|
38.7K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-43- 0.37% |
$3.51K - $4.16K
|
11.7K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47- 0.14% |
$3.84K - $4.54K
|
32.6K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-50- 0.38% |
$4.08K - $4.83K
|
13.3K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-55- 0.66% |
$4.49K - $5.31K
|
8.25K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-57- 1.05% |
$4.65K - $5.51K
|
5.38K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-61- 0.74% |
$4.98K - $5.89K
|
8.22K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-69- 10.62% |
$5.63K - $6.67K
|
581
$51.2K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-70- 1.35% |
$5.71K - $6.76K
|
5.13K
$452K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-77- 4.43% |
$6.28K - $7.44K
|
1.66K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-78- 0.9% |
$6.37K - $7.54K
|
8.56K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-78- 0.66% |
$6.37K - $7.54K
|
11.8K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 0.79% |
$6.45K - $7.63K
|
9.92K
$874K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 5.61% |
$7.02K - $8.31K
|
1.45K
$127K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-90- 2.1% |
$7.35K - $8.7K
|
4.2K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-95- 9.49% |
$7.75K - $9.18K
|
906
$79.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-96- 0.18% |
$7.84K - $9.28K
|
52.1K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 3.12% |
$8.16K - $9.66K
|
3.11K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-100- 2.74% |
$8.16K - $9.66K
|
3.54K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-100- 0.88% |
$8.16K - $9.66K
|
11.3K
$992K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-100- 2.62% |
$8.16K - $9.66K
|
3.72K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 1.72% |
$8.16K - $9.66K
|
5.7K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-100- 3.28% |
$8.16K - $9.66K
|
2.95K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-108- 3.49% |
$8.81K - $10.4K
|
2.99K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-110- 0.18% |
$8.98K - $10.6K
|
62K
$5.46M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-110- 3.08% |
$8.98K - $10.6K
|
3.46K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-110- 1.85% |
$8.98K - $10.6K
|
5.83K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-112- 22.9% |
$9.14K - $10.8K
|
377
$33.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-120- 4.33% |
$9.79K - $11.6K
|
2.65K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-124- 1.29% |
$10.1K - $12K
|
9.5K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124- 0.85% |
$10.1K - $12K
|
14.5K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-128- 6.06% |
$10.4K - $12.4K
|
1.98K
$175K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-128- 0.33% |
$10.4K - $12.4K
|
38.4K
$3.38M
|