Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
3.93KNew |
$358K - $383K
|
3.93K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.78KNew |
$345K - $368K
|
3.78K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.72K+ 10.0% |
$339K - $363K
|
40.9K
$3.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.66K+ 26.56% |
$334K - $357K
|
17.4K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.61K+ 90.64% |
$330K - $353K
|
7.6K
$718K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.58KNew |
$327K - $349K
|
3.58K
$338K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.55K+ 5.49% |
$324K - $347K
|
68.2K
$6.44M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.5K+ 19.43% |
$320K - $342K
|
21.5K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.43K+ 4.59% |
$313K - $334K
|
78.1K
$7.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3.28K+ 5.43% |
$299K - $320K
|
63.6K
$6.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.26K+ 21.75% |
$297K - $318K
|
18.2K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.21KNew |
$293K - $313K
|
3.21K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.19K+ 9.24% |
$291K - $311K
|
37.7K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.09K+ 90.35% |
$282K - $302K
|
6.51K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 3.33% |
$280K - $299K
|
95K
$8.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.04K+ 32.22% |
$277K - $297K
|
12.5K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.93K+ 2.15% |
$267K - $285K
|
139K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
2.9K+ 1.57% |
$265K - $283K
|
188K
$17.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.89K+ 9.39% |
$264K - $282K
|
33.7K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.86KNew |
$261K - $279K
|
2.86K
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$256K - $273K
|
2.8K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.65K+ 17.49% |
$242K - $259K
|
17.8K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.64KNew |
$241K - $257K
|
2.64K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.63KNew |
$240K - $257K
|
2.63K
$248K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.62K+ 0.94% |
$239K - $256K
|
281K
$26.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.5KNew |
$229K - $244K
|
2.5K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.43KNew |
$222K - $237K
|
2.43K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.33K+ 13.81% |
$212K - $227K
|
19.2K
$1.81M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 3.98% |
$207K - $222K
|
59.3K
$5.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 3.52% |
$206K - $221K
|
66.5K
$6.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.21KNew |
$202K - $216K
|
2.21K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.21K+ 34.89% |
$202K - $215K
|
8.54K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.21K+ 5.62% |
$202K - $215K
|
41.5K
$3.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.2KNew |
$200K - $214K
|
2.2K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.18KNew |
$199K - $213K
|
2.18K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.18KNew |
$199K - $213K
|
2.18K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.17KNew |
$198K - $212K
|
2.17K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.17KNew |
$198K - $212K
|
2.17K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.16KNew |
$197K - $211K
|
2.16K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.16KNew |
$197K - $211K
|
2.16K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.13KNew |
$194K - $208K
|
2.13K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 93.25% |
$193K - $206K
|
4.38K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.11KNew |
$193K - $206K
|
2.11K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.11KNew |
$193K - $206K
|
2.11K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.09KNew |
$191K - $204K
|
2.09K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.09KNew |
$191K - $204K
|
2.09K
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.09KNew |
$191K - $204K
|
2.09K
$198K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
2.09KNew |
$191K - $204K
|
2.09K
$197K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.09KNew |
$191K - $204K
|
2.09K
$197K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 3.96% |
$184K - $197K
|
53.1K
$5.01M
|
|