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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-356- 22.65% |
$29.1K - $34.4K
|
1.22K
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-376- 7.86% |
$30.7K - $36.3K
|
4.41K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-387- 2.17% |
$31.6K - $37.4K
|
17.4K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-400- 2.89% |
$32.6K - $38.7K
|
13.4K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-405- 2.05% |
$33.1K - $39.1K
|
19.4K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-411- 3.09% |
$33.5K - $39.7K
|
12.9K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-438- 7.41% |
$35.7K - $42.3K
|
5.48K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-441- 71.24% |
$36K - $42.6K
|
178
$15.7K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-448- 1.04% |
$36.6K - $43.3K
|
42.7K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-458- 2.32% |
$37.4K - $44.3K
|
19.3K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-463- 6.54% |
$37.8K - $44.7K
|
6.61K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-475- 15.91% |
$38.8K - $45.9K
|
2.51K
$221K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-489- 43.39% |
$39.9K - $47.3K
|
638
$56.2K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-492- 1.41% |
$40.2K - $47.5K
|
34.5K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-499- 3.31% |
$40.7K - $48.2K
|
14.6K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-513- 4.62% |
$41.9K - $49.6K
|
10.6K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-529- 6.14% |
$43.2K - $51.1K
|
8.09K
$712K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-531- 2.0% |
$43.3K - $51.3K
|
26K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-533- 4.99% |
$43.5K - $51.5K
|
10.2K
$894K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-535- 2.96% |
$43.7K - $51.7K
|
17.6K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-543- 1.98% |
$44.3K - $52.5K
|
26.9K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-548- 1.57% |
$44.7K - $53K
|
34.3K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-550- 8.82% |
$44.9K - $53.1K
|
5.69K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-601- 8.74% |
$49.1K - $58.1K
|
6.28K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-601- 88.91% |
$49.1K - $58.1K
|
75
$6.61K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-608- 37.93% |
$49.6K - $58.8K
|
995
$87.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-615- 10.61% |
$50.2K - $59.4K
|
5.18K
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-626- 2.38% |
$51.1K - $60.5K
|
25.7K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-638- 1.51% |
$52.1K - $61.6K
|
41.5K
$3.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-659- 8.33% |
$53.8K - $63.7K
|
7.25K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-670- 2.95% |
$54.7K - $64.7K
|
22.1K
$1.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-673- 6.19% |
$54.9K - $65K
|
10.2K
$898K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-688- 31.09% |
$56.2K - $66.5K
|
1.53K
$134K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-697- 1.34% |
$56.9K - $67.4K
|
51.2K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-698- 21.82% |
$57K - $67.4K
|
2.5K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-700- 7.04% |
$57.1K - $67.6K
|
9.25K
$815K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 14.24% |
$57.9K - $68.5K
|
4.27K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-742- 0.46% |
$60.6K - $71.7K
|
162K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-775- 1.22% |
$63.3K - $74.9K
|
63K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-775- 7.18% |
$63.3K - $74.9K
|
10K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-807- 4.8% |
$65.9K - $78K
|
16K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-867- 2.85% |
$70.8K - $83.8K
|
29.5K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-872- 11.36% |
$71.2K - $84.3K
|
6.8K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-936- 4.63% |
$76.4K - $90.4K
|
19.3K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-992- 0.36% |
$81K - $95.9K
|
271K
$23.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1K- 7.13% |
$81.6K - $96.6K
|
13K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.07K- 2.27% |
$87.7K - $104K
|
46.2K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.07K- 1.82% |
$87.7K - $104K
|
58K
$5.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.09K- 28.01% |
$88.8K - $105K
|
2.8K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 8.89% |
$91.1K - $108K
|
11.4K
$1.01M
|