Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
626+ 28.33% |
$58.3K - $61.3K
|
2.84K
$268K
|
|
|
Jan 26, 2026
Q4 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
576+ 1.52% |
$53.6K - $56.4K
|
38.4K
$3.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
555+ 56.29% |
$51.7K - $54.3K
|
1.54K
$146K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
540+ 136.36% |
$50.3K - $52.9K
|
936
$88.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
497+ 0.64% |
$46.3K - $48.7K
|
78.6K
$7.42M
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Trust CO
|
BUY
|
- |
436+ 6.13% |
$40.6K - $42.7K
|
7.55K
$713K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
410New |
$38.2K - $40.1K
|
410
$38.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
397+ 5.59% |
$37K - $38.9K
|
7.5K
$708K
|
|
|
Jan 27, 2026
Q4 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
385+ 1.33% |
$35.8K - $37.7K
|
29.4K
$2.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
384+ 13.42% |
$35.8K - $37.6K
|
3.25K
$307K
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
371+ 0.96% |
$34.5K - $36.3K
|
38.9K
$3.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
354+ 0.73% |
$33K - $34.7K
|
48.8K
$4.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
344+ 7.03% |
$32K - $33.7K
|
5.24K
$494K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
274+ 21.26% |
$25.5K - $26.8K
|
1.56K
$148K
|
|
|
Jan 29, 2026
Q4 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
243+ 0.56% |
$22.6K - $23.8K
|
43.7K
$4.12M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230+ 1.72% |
$21.4K - $22.5K
|
13.6K
$1.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
228+ 7.35% |
$21.2K - $22.3K
|
3.33K
$314K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 2.26% |
$18.9K - $19.9K
|
9.18K
$866K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
200+ 2.86% |
$18.6K - $19.6K
|
7.2K
$680K
|
|
|
Jan 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
185New |
$17.2K - $18.1K
|
185
$17.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 1.53% |
$16.3K - $17.1K
|
11.6K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
169+ 3.1% |
$15.7K - $16.5K
|
5.61K
$530K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
169+ 4.08% |
$15.7K - $16.5K
|
4.31K
$407K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
156New |
$14.5K - $15.3K
|
156
$14.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
150+ 1.01% |
$14K - $14.7K
|
15K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
143+ 7.51% |
$13.3K - $14K
|
2.05K
$193K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
132+ 3.01% |
$12.3K - $12.9K
|
4.52K
$426K
|
|
|
Jan 27, 2026
Q4 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
109+ 1.8% |
$10.1K - $10.7K
|
6.18K
$584K
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Financial Group Inc
|
BUY
|
- |
72+ 2.44% |
$6.7K - $7.05K
|
3.02K
$285K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
71+ 3.53% |
$6.61K - $6.95K
|
2.08K
$197K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
63+ 0.57% |
$5.87K - $6.17K
|
11.2K
$1.06M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
54+ 2.85% |
$5.03K - $5.29K
|
1.95K
$184K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 0.81% |
$4.75K - $4.99K
|
6.35K
$600K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.51% |
$4.47K - $4.7K
|
9.5K
$897K
|
|
|
Jan 27, 2026
Q4 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
47+ 2.23% |
$4.38K - $4.6K
|
2.16K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
30+ 0.21% |
$2.79K - $2.94K
|
14.3K
$1.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
28+ 0.4% |
$2.61K - $2.74K
|
6.94K
$656K
|
|
|
Jan 29, 2026
Q4 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
28+ 0.97% |
$2.61K - $2.74K
|
2.91K
$275K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17+ 0.15% |
$1.58K - $1.66K
|
11.5K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.21% |
$1.49K - $1.57K
|
7.6K
$717K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.08% |
$931 - $979
|
12.1K
$1.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
10+ 0.14% |
$931 - $979
|
7.23K
$682K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.1% |
$745 - $783
|
7.85K
$742K
|
|
|
Jan 26, 2026
Q4 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
8+ 0.2% |
$745 - $783
|
3.93K
$372K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7+ 0.19% |
$652 - $685
|
3.64K
$343K
|
|
|
Jan 29, 2026
Q4 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.23% |
$466 - $490
|
2.17K
$205K
|
|
|
Jan 29, 2026
Q4 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5+ 0.21% |
$466 - $490
|
2.35K
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.2% |
$466 - $490
|
2.45K
$231K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$372 - $392
|
11.6K
$1.1M
|
|
|
Jan 30, 2026
Q4 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4+ 0.07% |
$372 - $392
|
5.9K
$558K
|
|