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 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.48K+ 7.93% |
$183K - $226K
|
33.8K
$3.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$182K - $224K
|
2.47K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$180K - $223K
|
2.45K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.42KNew |
$179K - $221K
|
2.42K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.4KNew |
$177K - $218K
|
2.4K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$177K - $218K
|
2.4K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$175K - $216K
|
2.38K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.36KNew |
$174K - $214K
|
2.36K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$173K - $214K
|
2.35K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$172K - $212K
|
2.33K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.31KNew |
$170K - $210K
|
2.31K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.3KNew |
$170K - $210K
|
2.3K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3KNew |
$170K - $209K
|
2.3K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.29KNew |
$169K - $209K
|
2.29K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.29KNew |
$169K - $209K
|
2.29K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.29KNew |
$169K - $208K
|
2.29K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.29KNew |
$169K - $208K
|
2.29K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.27KNew |
$167K - $206K
|
2.27K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.26KNew |
$167K - $206K
|
2.26K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$166K - $204K
|
2.25K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.24KNew |
$165K - $204K
|
2.24K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.24KNew |
$165K - $204K
|
2.24K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22KNew |
$163K - $202K
|
2.22K
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.22KNew |
$163K - $202K
|
2.22K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.21KNew |
$163K - $201K
|
2.21K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.2KNew |
$162K - $200K
|
2.2K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 2.4% |
$159K - $196K
|
92.1K
$8.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.15KNew |
$158K - $195K
|
2.15K
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 15.21% |
$153K - $188K
|
15.7K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.02K+ 3.44% |
$149K - $183K
|
60.6K
$5.72M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2K+ 9.35% |
$147K - $182K
|
23.4K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.95K+ 6.41% |
$144K - $177K
|
32.3K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.85K+ 29.68% |
$136K - $168K
|
8.09K
$764K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.83K+ 15.12% |
$135K - $166K
|
13.9K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.81K+ 5.82% |
$133K - $164K
|
32.8K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.71K+ 5.36% |
$126K - $156K
|
33.6K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.67K+ 3.96% |
$123K - $152K
|
43.8K
$4.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.52KNew |
$112K - $138K
|
1.52K
$144K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 5.78% |
$110K - $135K
|
27.2K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 18.76% |
$100K - $124K
|
8.61K
$813K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.35KNew |
$99.6K - $123K
|
1.35K
$128K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.22K+ 73.66% |
$89.8K - $111K
|
2.87K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.17KNew |
$86.2K - $106K
|
1.17K
$110K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 39.1% |
$84.5K - $104K
|
4.08K
$385K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.1K+ 48.03% |
$81.1K - $100K
|
3.39K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
1K+ 17.56% |
$73.8K - $91.1K
|
6.7K
$633K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
984New |
$72.5K - $89.5K
|
984
$92.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
888+ 17.19% |
$65.4K - $80.8K
|
6.06K
$572K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
851+ 27.67% |
$62.7K - $77.4K
|
3.93K
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
788+ 0.55% |
$58.1K - $71.7K
|
144K
$13.6M
|