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 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-484- 1.17% |
$35.7K - $44K
|
41K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-488- 8.53% |
$36K - $44.4K
|
5.24K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-497- 11.72% |
$36.6K - $45.2K
|
3.74K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-535- 4.11% |
$39.4K - $48.7K
|
12.5K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-543- 5.72% |
$40K - $49.4K
|
8.95K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-582- 58.49% |
$42.9K - $53K
|
413
$38K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-629- 5.8% |
$46.4K - $57.2K
|
10.2K
$940K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-681- 19.15% |
$50.2K - $62K
|
2.88K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-699- 1.52% |
$51.5K - $63.6K
|
45.3K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-700- 3.13% |
$51.6K - $63.7K
|
21.7K
$1.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-710- 8.58% |
$52.3K - $64.6K
|
7.56K
$696K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-733- 1.91% |
$54K - $66.7K
|
37.6K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-769- 36.12% |
$56.7K - $70K
|
1.36K
$125K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-791- 9.85% |
$58.3K - $72K
|
7.24K
$667K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-888- 1.92% |
$65.4K - $80.8K
|
45.3K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-905- 5.63% |
$66.7K - $82.3K
|
15.2K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-990- 6.28% |
$73K - $90.1K
|
14.8K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.1K- 10.84% |
$81.4K - $100K
|
9.08K
$836K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.15K- 14.29% |
$85K - $105K
|
6.92K
$637K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.2K- 91.79% |
$88.2K - $109K
|
107
$9.85K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.29K- 34.4% |
$94.7K - $117K
|
2.45K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.43K- 4.86% |
$106K - $130K
|
28.1K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.08K- 2.63% |
$154K - $190K
|
77K
$7.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.26K- 3.4% |
$167K - $206K
|
64.3K
$5.92M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.5K- 3.97% |
$184K - $227K
|
60.5K
$5.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.79K- 34.52% |
$206K - $254K
|
5.29K
$487K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.69K- 2.64% |
$272K - $336K
|
136K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.25K- 13.41% |
$313K - $387K
|
27.5K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.75K- 31.23% |
$350K - $433K
|
10.5K
$964K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.4K- 27.33% |
$398K - $491K
|
14.3K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.58K- 16.25% |
$411K - $508K
|
28.8K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.53K- 1.53% |
$481K - $594K
|
419K
$38.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.88K- 36.67% |
$507K - $626K
|
11.9K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.73K- 9.49% |
$570K - $703K
|
73.8K
$6.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.97K- 4.58% |
$587K - $725K
|
166K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.89K- 87.57% |
$655K - $809K
|
1.26K
$116K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-18.9K- 61.0% |
$1.39M - $1.72M
|
12.1K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24K- 19.61% |
$1.77M - $2.18M
|
98.3K
$9.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-25.3K- 85.83% |
$1.87M - $2.3M
|
4.18K
$385K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-50K- 54.37% |
$3.68M - $4.55M
|
41.9K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-56.2K- 99.63% |
$4.14M - $5.11M
|
210
$19.3K
|