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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-33- 0.57% |
$2.43K - $3K
|
5.8K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 0.77% |
$2.51K - $3.09K
|
4.41K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-36- 1.04% |
$2.65K - $3.28K
|
3.43K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-38- 1.36% |
$2.8K - $3.46K
|
2.75K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-39- 0.82% |
$2.87K - $3.55K
|
4.74K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-42- 30.88% |
$3.1K - $3.82K
|
94
$8.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43- 0.44% |
$3.17K - $3.91K
|
9.67K
$913K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-48- 0.72% |
$3.54K - $4.37K
|
6.58K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-50- 0.79% |
$3.69K - $4.55K
|
6.3K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-53- 1.77% |
$3.91K - $4.82K
|
2.94K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-56- 0.8% |
$4.13K - $5.09K
|
6.91K
$652K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-56- 1.66% |
$4.13K - $5.09K
|
3.31K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-58- 0.13% |
$4.27K - $5.28K
|
43.7K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-58- 2.03% |
$4.27K - $5.28K
|
2.81K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-60- 0.15% |
$4.42K - $5.46K
|
38.7K
$3.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-60- 0.07% |
$4.42K - $5.46K
|
87.6K
$8.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-69- 2.25% |
$5.09K - $6.28K
|
3K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$5.16K - $6.37K
|
11.6K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-70- 2.86% |
$5.16K - $6.37K
|
2.38K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-71- 1.64% |
$5.23K - $6.46K
|
4.25K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-72- 1.74% |
$5.31K - $6.55K
|
4.07K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 2.59% |
$5.38K - $6.64K
|
2.75K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-74- 1.16% |
$5.45K - $6.73K
|
6.28K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-77- 82.8% |
$5.67K - $7.01K
|
16
$1.51K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-78- 1.95% |
$5.75K - $7.1K
|
3.91K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-79- 1.26% |
$5.82K - $7.19K
|
6.2K
$586K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-80- 5.06% |
$5.9K - $7.28K
|
1.5K
$142K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 1.51% |
$5.97K - $7.37K
|
5.29K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-84- 2.01% |
$6.19K - $7.64K
|
4.09K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-85- 0.99% |
$6.26K - $7.73K
|
8.48K
$800K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-89- 0.78% |
$6.56K - $8.1K
|
11.3K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-90- 1.58% |
$6.63K - $8.19K
|
5.61K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-90- 1.12% |
$6.63K - $8.19K
|
7.92K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-91- 3.43% |
$6.71K - $8.28K
|
2.56K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-91- 0.58% |
$6.71K - $8.28K
|
15.7K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-92- 0.41% |
$6.78K - $8.37K
|
22.4K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-99- 1.48% |
$7.3K - $9.01K
|
6.57K
$621K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 3.57% |
$7.37K - $9.1K
|
2.7K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-100- 1.01% |
$7.37K - $9.1K
|
9.82K
$927K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-101- 19.65% |
$7.44K - $9.19K
|
413
$39K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-101- 2.93% |
$7.44K - $9.19K
|
3.34K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-102- 3.42% |
$7.52K - $9.28K
|
2.88K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-106- 0.07% |
$7.81K - $9.64K
|
160K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-106- 0.13% |
$7.81K - $9.64K
|
84.7K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-112- 0.57% |
$8.25K - $10.2K
|
19.5K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-114- 2.76% |
$8.4K - $10.4K
|
4.01K
$379K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-118- 2.81% |
$8.7K - $10.7K
|
4.08K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-121- 2.12% |
$8.92K - $11K
|
5.58K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-121- 0.29% |
$8.92K - $11K
|
40.9K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121- 0.71% |
$8.92K - $11K
|
16.8K
$1.59M
|
|