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 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.05K+ 50.81% |
$593K - $732K
|
23.9K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8K+ 18.78% |
$589K - $728K
|
50.6K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.83K+ 17.86% |
$577K - $712K
|
51.6K
$4.88M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
7.81KNew |
$576K - $711K
|
7.81K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
7.7KNew |
$567K - $701K
|
7.7K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$522K - $645K
|
7.08K
$669K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.06KNew |
$520K - $642K
|
7.06K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.04KNew |
$519K - $641K
|
7.04K
$665K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6.69K+ 40.14% |
$493K - $608K
|
23.4K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.4KNew |
$398K - $492K
|
5.4K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.21K+ 28.74% |
$384K - $474K
|
23.3K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.2KNew |
$383K - $473K
|
5.2K
$491K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.13K+ 77.57% |
$378K - $467K
|
11.7K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.1KNew |
$376K - $464K
|
5.1K
$481K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.08K+ 10.13% |
$374K - $462K
|
55.2K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.04K+ 1.61% |
$372K - $459K
|
319K
$30.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.02K+ 92.38% |
$370K - $457K
|
10.5K
$987K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.98KNew |
$367K - $453K
|
4.98K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.98K+ 6.5% |
$367K - $453K
|
81.6K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.86K+ 106.23% |
$358K - $442K
|
9.44K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.82K+ 70.05% |
$355K - $438K
|
11.7K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.2K+ 43.88% |
$310K - $382K
|
13.8K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
4.04K+ 5.86% |
$297K - $367K
|
72.9K
$6.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.91K+ 150.93% |
$288K - $356K
|
6.5K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.88KNew |
$286K - $353K
|
3.88K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.69K+ 3.64% |
$272K - $336K
|
105K
$9.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.68K+ 2.11% |
$271K - $335K
|
178K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.56KNew |
$262K - $324K
|
3.56K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.55K+ 2.49% |
$261K - $323K
|
146K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.43KNew |
$253K - $312K
|
3.43K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.4K+ 36.76% |
$251K - $309K
|
12.7K
$1.19M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.39KNew |
$250K - $308K
|
3.39K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.38K+ 1.59% |
$249K - $307K
|
216K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 18.98% |
$243K - $300K
|
20.7K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$233K - $287K
|
3.16K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.12K+ 4.36% |
$230K - $284K
|
74.6K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.09K+ 75.98% |
$228K - $281K
|
7.16K
$676K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.05KNew |
$225K - $278K
|
3.05K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.98K+ 31.65% |
$220K - $271K
|
12.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.95KNew |
$217K - $268K
|
2.95K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.87K+ 7.87% |
$211K - $261K
|
39.3K
$3.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8KNew |
$207K - $255K
|
2.8K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.79K+ 17.55% |
$206K - $254K
|
18.7K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.78KNew |
$205K - $253K
|
2.78K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.65K+ 60.11% |
$195K - $241K
|
7.05K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.61K+ 12.24% |
$192K - $237K
|
23.9K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.59K+ 13.34% |
$191K - $235K
|
22K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.55KNew |
$188K - $232K
|
2.55K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.51KNew |
$185K - $229K
|
2.51K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 80.13% |
$185K - $228K
|
5.63K
$532K
|