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 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
787+ 23.13% |
$58K - $71.6K
|
4.19K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
757+ 0.34% |
$55.8K - $68.9K
|
225K
$21.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
749+ 0.41% |
$55.2K - $68.1K
|
185K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
718+ 2.53% |
$52.9K - $65.3K
|
29.1K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
716+ 6.81% |
$52.8K - $65.1K
|
11.2K
$1.08M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
679New |
$50K - $61.8K
|
679
$65.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
669+ 1.4% |
$49.3K - $60.9K
|
48.6K
$4.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
658+ 8.16% |
$48.5K - $59.9K
|
8.73K
$837K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
632+ 5.53% |
$46.6K - $57.5K
|
12.1K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
630+ 1.48% |
$46.4K - $57.3K
|
43.1K
$4.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
612+ 209.59% |
$45.1K - $55.7K
|
904
$86.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
580+ 5.88% |
$42.7K - $52.8K
|
10.4K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
560+ 2.61% |
$41.3K - $50.9K
|
22K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
558+ 1.01% |
$41.1K - $50.8K
|
55.8K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
557+ 7.98% |
$41.1K - $50.7K
|
7.54K
$723K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
556+ 5.93% |
$41K - $50.6K
|
9.93K
$953K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
551+ 8.04% |
$40.6K - $50.1K
|
7.4K
$710K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
535+ 2.76% |
$39.4K - $48.7K
|
19.9K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
532+ 4.54% |
$39.2K - $48.4K
|
12.2K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
531+ 2.41% |
$39.1K - $48.3K
|
22.6K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
530+ 19.2% |
$39.1K - $48.2K
|
3.29K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
525+ 11.1% |
$38.7K - $47.8K
|
5.26K
$504K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
507+ 4.65% |
$37.4K - $46.1K
|
11.4K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
504New |
$37.1K - $45.9K
|
504
$48.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
474+ 17.36% |
$34.9K - $43.1K
|
3.21K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
469+ 0.08% |
$34.6K - $42.7K
|
563K
$54M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
440+ 3.71% |
$32.4K - $40K
|
12.3K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
395+ 6.01% |
$29.1K - $35.9K
|
6.96K
$668K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
384New |
$28.3K - $34.9K
|
384
$36.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
383+ 2.36% |
$28.2K - $34.8K
|
16.6K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
381+ 5.57% |
$28.1K - $34.7K
|
7.23K
$693K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
372+ 1.3% |
$27.4K - $33.8K
|
28.9K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
362+ 12.75% |
$26.7K - $32.9K
|
3.2K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
361+ 3.76% |
$26.6K - $32.8K
|
9.96K
$956K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
337+ 0.06% |
$24.8K - $30.7K
|
522K
$50.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
335+ 7.42% |
$24.7K - $30.5K
|
4.85K
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
318New |
$23.4K - $28.9K
|
318
$30.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.1% |
$22.8K - $28.2K
|
301K
$28.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
296+ 4.25% |
$21.8K - $26.9K
|
7.27K
$697K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
272+ 28.94% |
$20K - $24.7K
|
1.21K
$116K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
265+ 3.69% |
$19.5K - $24.1K
|
7.44K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 3.55% |
$17.5K - $21.6K
|
6.92K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
220+ 123.6% |
$16.2K - $20K
|
398
$38.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
210+ 6.72% |
$15.5K - $19.1K
|
3.34K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
200New |
$14.7K - $18.2K
|
200
$19.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
196+ 24.08% |
$14.4K - $17.8K
|
1.01K
$96.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
195+ 2.69% |
$14.4K - $17.7K
|
7.44K
$714K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
195+ 0.2% |
$14.4K - $17.7K
|
97.7K
$9.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
184+ 1.04% |
$13.6K - $16.7K
|
17.8K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
182+ 4.58% |
$13.4K - $16.6K
|
4.16K
$399K
|