Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
996K+ 8758.03% |
$73.4M - $90.6M
|
1.01M
$96.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
452K+ 1349.37% |
$33.3M - $41.2M
|
486K
$46.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
399K+ 9014.0% |
$29.4M - $36.3M
|
403K
$38.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
227KNew |
$16.7M - $20.7M
|
227K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
202K+ 3612.71% |
$14.9M - $18.4M
|
208K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 11.28% |
$11.7M - $14.4M
|
1.56M
$150M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 3.56% |
$9.63M - $11.9M
|
3.8M
$364M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
79.2KNew |
$5.84M - $7.21M
|
79.2K
$7.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.9K+ 5.73% |
$4.86M - $6M
|
1.22M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
64.7K+ 3.09% |
$4.77M - $5.89M
|
2.16M
$207M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
63.2K+ 6.11% |
$4.66M - $5.75M
|
1.1M
$105M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
60.4KNew |
$4.45M - $5.49M
|
60.4K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
59.6K+ 4.46% |
$4.39M - $5.42M
|
1.39M
$134M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59.3K+ 29.44% |
$4.37M - $5.4M
|
261K
$25M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.5K+ 7.72% |
$4.24M - $5.23M
|
802K
$76.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.6K+ 15.99% |
$3.66M - $4.52M
|
360K
$34.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 2.32% |
$2.93M - $3.62M
|
1.76M
$169M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
39.4KNew |
$2.9M - $3.59M
|
39.4K
$3.78M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
39K+ 3.69% |
$2.88M - $3.55M
|
1.1M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.7K+ 6.83% |
$2.78M - $3.43M
|
590K
$56.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
37.3KNew |
$2.75M - $3.39M
|
37.3K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
36.9K+ 678.54% |
$2.72M - $3.36M
|
42.3K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
35.7K+ 5.52% |
$2.63M - $3.25M
|
683K
$65.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.8K+ 100.83% |
$2.35M - $2.9M
|
63.4K
$6.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
28.8K+ 6.56% |
$2.12M - $2.62M
|
468K
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.7KNew |
$2.04M - $2.52M
|
27.7K
$2.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 34.79% |
$1.99M - $2.46M
|
105K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
24.5K+ 10047.54% |
$1.81M - $2.23M
|
24.8K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
23.4K+ 19.37% |
$1.73M - $2.13M
|
144K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
21.8K+ 643.93% |
$1.61M - $1.98M
|
25.2K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
18.2K+ 187.44% |
$1.34M - $1.66M
|
27.9K
$2.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17K+ 106.3% |
$1.25M - $1.54M
|
32.9K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.5KNew |
$1.22M - $1.5M
|
16.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
16.2KNew |
$1.19M - $1.47M
|
16.2K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.17M - $1.45M
|
15.9K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
14.7K+ 24.12% |
$1.08M - $1.34M
|
75.6K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 8.92% |
$1.04M - $1.29M
|
173K
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13.5K+ 99.84% |
$996K - $1.23M
|
27.1K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13.4K+ 2.72% |
$988K - $1.22M
|
507K
$48.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.1K+ 6.69% |
$964K - $1.19M
|
209K
$20M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
11.9KNew |
$880K - $1.09M
|
11.9K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7K+ 238.26% |
$865K - $1.07M
|
16.7K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4K+ 35.57% |
$837K - $1.03M
|
43.3K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
10.5KNew |
$777K - $960K
|
10.5K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
10.3K+ 3.85% |
$760K - $939K
|
278K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$743K - $918K
|
10.1K
$968K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.84K+ 1.13% |
$725K - $895K
|
878K
$84.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.18K+ 2.85% |
$676K - $835K
|
331K
$31.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.92KNew |
$657K - $811K
|
8.92K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.4K+ 7.24% |
$619K - $764K
|
124K
$11.9M
|