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 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
182+ 4.58% |
$13.4K - $16.6K
|
4.16K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
163New |
$12K - $14.8K
|
163
$15.4K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
162+ 9.64% |
$11.9K - $14.7K
|
1.84K
$174K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
147New |
$10.8K - $13.4K
|
147
$13.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145+ 102.11% |
$10.7K - $13.2K
|
287
$27.1K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
135+ 0.27% |
$9.95K - $12.3K
|
49.8K
$4.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
130+ 1.99% |
$9.58K - $11.8K
|
6.66K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 1.18% |
$9.36K - $11.6K
|
10.9K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
126+ 4.3% |
$9.29K - $11.5K
|
3.06K
$289K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
123New |
$9.07K - $11.2K
|
123
$11.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
120New |
$8.84K - $10.9K
|
120
$11.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
119+ 1.62% |
$8.77K - $10.8K
|
7.47K
$705K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
112+ 4.28% |
$8.25K - $10.2K
|
2.73K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
111+ 9.8% |
$8.18K - $10.1K
|
1.24K
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
110+ 0.95% |
$8.11K - $10K
|
11.7K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
109+ 1.41% |
$8.03K - $9.92K
|
7.84K
$740K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108+ 11.92% |
$7.96K - $9.83K
|
1.01K
$95.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
105+ 0.89% |
$7.74K - $9.55K
|
11.9K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
104+ 0.63% |
$7.66K - $9.46K
|
16.6K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
102+ 0.16% |
$7.52K - $9.28K
|
62.5K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
101+ 1.4% |
$7.44K - $9.19K
|
7.3K
$690K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
100New |
$7.37K - $9.1K
|
100
$9.44K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$7.37K - $9.1K
|
100
$9.44K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
96+ 0.27% |
$7.08K - $8.73K
|
35.5K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94+ 0.66% |
$6.93K - $8.55K
|
14.3K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
94New |
$6.93K - $8.55K
|
94
$8.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
88New |
$6.49K - $8.01K
|
88
$8.31K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85New |
$6.26K - $7.73K
|
85
$8.03K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.16% |
$6.19K - $7.64K
|
51.1K
$4.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
75+ 1.28% |
$5.53K - $6.82K
|
5.94K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71+ 0.01% |
$5.23K - $6.46K
|
531K
$50.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
69+ 0.61% |
$5.09K - $6.28K
|
11.3K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 1.21% |
$5.01K - $6.19K
|
5.69K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
53+ 0.2% |
$3.91K - $4.82K
|
26.9K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
51+ 0.16% |
$3.76K - $4.64K
|
32.1K
$3.03M
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48+ 0.07% |
$3.54K - $4.37K
|
64.7K
$6.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
44+ 0.81% |
$3.24K - $4K
|
5.44K
$514K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
38+ 2.01% |
$2.8K - $3.46K
|
1.93K
$182K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 0.23% |
$2.58K - $3.18K
|
15.4K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
24+ 0.34% |
$1.77K - $2.18K
|
7.02K
$663K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.15% |
$1.55K - $1.91K
|
14.1K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
18+ 4.59% |
$1.33K - $1.64K
|
410
$38.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
15+ 0.03% |
$1.11K - $1.36K
|
50K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14+ 0.12% |
$1.03K - $1.27K
|
12K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 1.55% |
$958 - $1.18K
|
853
$80.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.32% |
$884 - $1.09K
|
3.81K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9+ 0.02% |
$663 - $819
|
44.1K
$4.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.05% |
$590 - $728
|
14.6K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8New |
$590 - $728
|
8
$756
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 0.1% |
$442 - $546
|
6.07K
$573K
|
|