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 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.92KNew |
$657K - $811K
|
8.92K
$821K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8K+ 18.78% |
$589K - $728K
|
50.6K
$4.66M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6.69K+ 40.14% |
$493K - $608K
|
23.4K
$2.15M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.4KNew |
$398K - $492K
|
5.4K
$497K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.2KNew |
$383K - $473K
|
5.2K
$479K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.2K+ 43.88% |
$310K - $382K
|
13.8K
$1.27M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
4.04K+ 5.86% |
$297K - $367K
|
72.9K
$6.71M
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.12K+ 4.36% |
$230K - $284K
|
74.6K
$6.87M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.65K+ 60.11% |
$195K - $241K
|
7.05K
$649K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$177K - $218K
|
2.4K
$221K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.4KNew |
$177K - $218K
|
2.4K
$221K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$175K - $216K
|
2.38K
$219K
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$173K - $214K
|
2.35K
$217K
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$172K - $212K
|
2.33K
$214K
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.31KNew |
$170K - $210K
|
2.31K
$213K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.29KNew |
$169K - $209K
|
2.29K
$211K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.29KNew |
$169K - $209K
|
2.29K
$211K
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$166K - $204K
|
2.25K
$207K
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.24KNew |
$165K - $204K
|
2.24K
$206K
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.2KNew |
$162K - $200K
|
2.2K
$202K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 15.21% |
$153K - $188K
|
15.7K
$1.44M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.83K+ 15.12% |
$135K - $166K
|
13.9K
$1.28M
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.81K+ 5.82% |
$133K - $164K
|
32.8K
$3.02M
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.67K+ 3.96% |
$123K - $152K
|
43.8K
$4.04M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 18.76% |
$100K - $124K
|
8.61K
$793K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.35KNew |
$99.6K - $123K
|
1.35K
$124K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
716+ 6.81% |
$52.8K - $65.1K
|
11.2K
$1.03M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
669+ 1.4% |
$49.3K - $60.9K
|
48.6K
$4.48M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
612+ 209.59% |
$45.1K - $55.7K
|
904
$83.2K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
525+ 11.1% |
$38.7K - $47.8K
|
5.26K
$484K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
372+ 1.3% |
$27.4K - $33.8K
|
28.9K
$2.66M
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
361+ 3.76% |
$26.6K - $32.8K
|
9.96K
$917K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.1% |
$22.8K - $28.2K
|
301K
$27.7M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
296+ 4.25% |
$21.8K - $26.9K
|
7.27K
$669K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 3.55% |
$17.5K - $21.6K
|
6.92K
$637K
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
182+ 4.58% |
$13.4K - $16.6K
|
4.16K
$383K
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
120New |
$8.84K - $10.9K
|
120
$11K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
112+ 4.28% |
$8.25K - $10.2K
|
2.73K
$251K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
111+ 9.8% |
$8.18K - $10.1K
|
1.24K
$115K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
110+ 0.95% |
$8.11K - $10K
|
11.7K
$1.08M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.66% |
$6.93K - $8.55K
|
14.3K
$1.32M
|
|
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 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$442 - $546
|
6.28K
$578K
|