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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85New |
$6.26K - $7.73K
|
85
$7.83K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.16% |
$6.19K - $7.64K
|
51.1K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
75+ 1.28% |
$5.53K - $6.82K
|
5.94K
$547K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 1.21% |
$5.01K - $6.19K
|
5.69K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
53+ 0.2% |
$3.91K - $4.82K
|
26.9K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
44+ 0.81% |
$3.24K - $4K
|
5.44K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
24+ 0.34% |
$1.77K - $2.18K
|
7.02K
$646K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 1.55% |
$958 - $1.18K
|
853
$78.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$442 - $546
|
14.5K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$442 - $546
|
6.28K
$578K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.1% |
$369 - $455
|
4.89K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$295 - $364
|
3.42K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.09% |
$221 - $273
|
3.43K
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3+ 0.52% |
$221 - $273
|
584
$53.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$147 - $182
|
2.53K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.14% |
$73.7 - $91
|
719
$66.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$73.7 - $91
|
470
$43.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$73.7 - $91
|
3.81K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$73.7 - $91
|
4.13K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- -0.0% |
$73.7 - $91
|
22.8K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-5- 0.09% |
$369 - $455
|
5.49K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-12- 0.31% |
$884 - $1.09K
|
3.92K
$361K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.19% |
$1.84K - $2.27K
|
13.4K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 5.94% |
$1.84K - $2.27K
|
396
$36.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-30- 0.29% |
$2.21K - $2.73K
|
10.3K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-33- 0.57% |
$2.43K - $3K
|
5.8K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-48- 0.72% |
$3.54K - $4.37K
|
6.58K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-50- 0.79% |
$3.69K - $4.55K
|
6.3K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-60- 0.15% |
$4.42K - $5.46K
|
38.7K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-70- 2.86% |
$5.16K - $6.37K
|
2.38K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 2.59% |
$5.38K - $6.64K
|
2.75K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-78- 1.95% |
$5.75K - $7.1K
|
3.91K
$360K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 1.51% |
$5.97K - $7.37K
|
5.29K
$487K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-85- 0.99% |
$6.26K - $7.73K
|
8.48K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-91- 3.43% |
$6.71K - $8.28K
|
2.56K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-101- 2.93% |
$7.44K - $9.19K
|
3.34K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-112- 0.57% |
$8.25K - $10.2K
|
19.5K
$1.79M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-118- 2.81% |
$8.7K - $10.7K
|
4.08K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-121- 0.29% |
$8.92K - $11K
|
40.9K
$3.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-140- 3.94% |
$10.3K - $12.7K
|
3.42K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-156- 0.16% |
$11.5K - $14.2K
|
99.2K
$9.13M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-165- 6.73% |
$12.2K - $15K
|
2.29K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 12.1% |
$12.9K - $15.9K
|
1.27K
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-194- 1.46% |
$14.3K - $17.7K
|
13.1K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 7.71% |
$15.5K - $19.1K
|
2.52K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-225- 14.75% |
$16.6K - $20.5K
|
1.3K
$120K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-232- 0.34% |
$17.1K - $21.1K
|
68.3K
$6.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-240- 3.49% |
$17.7K - $21.8K
|
6.63K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-247- 2.88% |
$18.2K - $22.5K
|
8.34K
$768K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255- 2.45% |
$18.8K - $23.2K
|
10.2K
$935K
|