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 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-129- 0.65% |
$10.5K - $12.5K
|
19.8K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-129- 4.4% |
$10.5K - $12.5K
|
2.8K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-145- 2.55% |
$11.8K - $14K
|
5.55K
$489K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-146- 1.54% |
$11.9K - $14.1K
|
9.34K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-150- 1.24% |
$12.2K - $14.5K
|
11.9K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-151- 1.33% |
$12.3K - $14.6K
|
11.2K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-154- 0.5% |
$12.6K - $14.9K
|
31K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-160- 34.78% |
$13.1K - $15.5K
|
300
$26.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-165- 1.23% |
$13.5K - $15.9K
|
13.3K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-165- 6.27% |
$13.5K - $15.9K
|
2.47K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-170- 3.78% |
$13.9K - $16.4K
|
4.32K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-176- 1.46% |
$14.4K - $17K
|
11.9K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-186- 1.73% |
$15.2K - $18K
|
10.5K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-188- 1.03% |
$15.3K - $18.2K
|
18.1K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-188- 5.18% |
$15.3K - $18.2K
|
3.44K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-189- 3.81% |
$15.4K - $18.3K
|
4.78K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-191- 14.06% |
$15.6K - $18.5K
|
1.17K
$103K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191- 6.47% |
$15.6K - $18.5K
|
2.76K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-195- 0.21% |
$15.9K - $18.8K
|
93.5K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-198- 9.93% |
$16.2K - $19.1K
|
1.8K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 6.67% |
$16.3K - $19.3K
|
2.8K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-200- 5.47% |
$16.3K - $19.3K
|
3.45K
$304K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-200- 5.26% |
$16.3K - $19.3K
|
3.6K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-201- 2.13% |
$16.4K - $19.4K
|
9.25K
$815K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-205- 17.51% |
$16.7K - $19.8K
|
966
$85.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-212- 1.37% |
$17.3K - $20.5K
|
15.2K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-216- 0.23% |
$17.6K - $20.9K
|
92.7K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-225- 5.22% |
$18.4K - $21.7K
|
4.09K
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-229- 45.71% |
$18.7K - $22.1K
|
272
$24K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-233- 1.64% |
$19K - $22.5K
|
14K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-233- 5.6% |
$19K - $22.5K
|
3.93K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-233- 2.06% |
$19K - $22.5K
|
11.1K
$978K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-238- 2.15% |
$19.4K - $23K
|
10.8K
$955K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-238- 22.62% |
$19.4K - $23K
|
814
$71.7K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 2.21% |
$20.4K - $24.2K
|
11.1K
$977K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-251- 7.55% |
$20.5K - $24.3K
|
3.07K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-251- 0.87% |
$20.5K - $24.3K
|
28.5K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-254- 0.58% |
$20.7K - $24.5K
|
43.7K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-255- 0.85% |
$20.8K - $24.6K
|
29.9K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-260- 3.01% |
$21.2K - $25.1K
|
8.37K
$737K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-280- 9.22% |
$22.9K - $27.1K
|
2.76K
$243K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-282- 32.79% |
$23K - $27.2K
|
578
$50.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-287- 6.07% |
$23.4K - $27.7K
|
4.44K
$391K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-288- 4.91% |
$23.5K - $27.8K
|
5.57K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-295- 16.33% |
$24.1K - $28.5K
|
1.51K
$133K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-313- 9.99% |
$25.5K - $30.2K
|
2.82K
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-325- 7.12% |
$26.5K - $31.4K
|
4.24K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-336- 9.4% |
$27.4K - $32.5K
|
3.24K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-339- 2.08% |
$27.7K - $32.8K
|
15.9K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-351- 2.17% |
$28.6K - $33.9K
|
15.8K
$1.39M
|