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 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-140- 3.94% |
$10.3K - $12.7K
|
3.42K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-151- 1.38% |
$11.1K - $13.7K
|
10.8K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-151- 1.5% |
$11.1K - $13.7K
|
9.91K
$936K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-155- 3.77% |
$11.4K - $14.1K
|
3.96K
$374K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-155- 1.85% |
$11.4K - $14.1K
|
8.22K
$776K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-156- 0.16% |
$11.5K - $14.2K
|
99.2K
$9.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-158- 3.57% |
$11.6K - $14.4K
|
4.27K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-161- 1.15% |
$11.9K - $14.6K
|
13.9K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-163- 1.63% |
$12K - $14.8K
|
9.86K
$931K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-165- 6.73% |
$12.2K - $15K
|
2.29K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-166- 0.27% |
$12.2K - $15.1K
|
61.8K
$5.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-169- 1.66% |
$12.5K - $15.4K
|
10K
$945K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-172- 4.03% |
$12.7K - $15.6K
|
4.1K
$387K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-175- 3.77% |
$12.9K - $15.9K
|
4.46K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 12.1% |
$12.9K - $15.9K
|
1.27K
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-179- 1.02% |
$13.2K - $16.3K
|
17.4K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-184- 3.93% |
$13.6K - $16.7K
|
4.5K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-186- 2.04% |
$13.7K - $16.9K
|
8.92K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-194- 1.46% |
$14.3K - $17.7K
|
13.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-198- 4.52% |
$14.6K - $18K
|
4.18K
$395K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-199- 31.19% |
$14.7K - $18.1K
|
439
$41.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-201- 1.69% |
$14.8K - $18.3K
|
11.7K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-204- 1.93% |
$15K - $18.6K
|
10.4K
$981K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 7.71% |
$15.5K - $19.1K
|
2.52K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-224- 2.13% |
$16.5K - $20.4K
|
10.3K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-225- 14.75% |
$16.6K - $20.5K
|
1.3K
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-228- 5.59% |
$16.8K - $20.7K
|
3.85K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-228- 2.44% |
$16.8K - $20.7K
|
9.11K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-230- 3.48% |
$17K - $20.9K
|
6.37K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-232- 0.34% |
$17.1K - $21.1K
|
68.3K
$6.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-239- 0.23% |
$17.6K - $21.7K
|
105K
$9.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-240- 3.49% |
$17.7K - $21.8K
|
6.63K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-240- 28.57% |
$17.7K - $21.8K
|
600
$56.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-247- 2.88% |
$18.2K - $22.5K
|
8.34K
$788K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-247- 0.86% |
$18.2K - $22.5K
|
28.6K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255- 2.45% |
$18.8K - $23.2K
|
10.2K
$960K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-256- 7.48% |
$18.9K - $23.3K
|
3.17K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-257- 1.92% |
$18.9K - $23.4K
|
13.1K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-258- 3.05% |
$19K - $23.5K
|
8.19K
$774K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-260- 0.93% |
$19.2K - $23.7K
|
27.8K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-261- 57.24% |
$19.2K - $23.7K
|
195
$18.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-275- 3.12% |
$20.3K - $25K
|
8.55K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-275- 22.94% |
$20.3K - $25K
|
924
$87.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-284- 8.01% |
$20.9K - $25.8K
|
3.26K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-295- 7.81% |
$21.7K - $26.8K
|
3.48K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-295- 6.42% |
$21.7K - $26.8K
|
4.3K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-300- 11.95% |
$22.1K - $27.3K
|
2.21K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-300- 25.0% |
$22.1K - $27.3K
|
900
$85K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-305- 5.36% |
$22.5K - $27.7K
|
5.38K
$508K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-310- 2.04% |
$22.8K - $28.2K
|
14.9K
$1.41M
|