Latest Institutional Purchases of Ishares S&P Midcap 400 Growth (IJK)
This list provides information on the latest institutional transactions involving Ishares S&P Midcap 400 Growth (IJK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.08% |
$456 - $488
|
6.07K
$573K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5+ 0.14% |
$456 - $488
|
3.63K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4+ 0.13% |
$365 - $390
|
3.17K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
4+ 0.04% |
$365 - $390
|
8.92K
$843K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.16% |
$365 - $390
|
2.44K
$230K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.05% |
$274 - $293
|
6.36K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$274 - $293
|
11.6K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.14% |
$274 - $293
|
2.17K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
3+ 0.12% |
$274 - $293
|
2.53K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.05% |
$183 - $195
|
4.18K
$395K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.03% |
$183 - $195
|
6K
$566K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$183 - $195
|
721
$68.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$183 - $195
|
3.63K
$343K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.09% |
$183 - $195
|
2.15K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.13% |
$183 - $195
|
1.51K
$143K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$183 - $195
|
3.43K
$324K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.21% |
$91.3 - $97.6
|
471
$44.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$91.3 - $97.6
|
11.7K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.69% |
$91.3 - $97.6
|
145
$13.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$91.3 - $97.6
|
2.42K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$91.3 - $97.6
|
1.02K
$95.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.1% |
$91.3 - $97.6
|
1.01K
$94.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.26% |
$91.3 - $97.6
|
379
$35.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$91.3 - $97.6
|
6.62K
$625K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$91.3 - $97.6
|
2.73K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.26% |
$91.3 - $97.6
|
385
$36.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$91.3 - $97.6
|
6.05K
$571K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.2% |
$91.3 - $97.6
|
511
$48.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.47% |
$91.3 - $97.6
|
214
$20.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.04% |
$91.3 - $97.6
|
2.29K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.1% |
$91.3 - $97.6
|
967
$91.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$91.3 - $97.6
|
3.64K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.24% |
$91.3 - $97.6
|
414
$39.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$91.3 - $97.6
|
4.13K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$91.3 - $97.6
|
3.81K
$360K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.04% |
$91.3 - $97.6
|
2.23K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
202K+ 3612.71% |
$14.9M - $18.4M
|
208K
$19.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.7K+ 6.83% |
$2.78M - $3.43M
|
590K
$55.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.7KNew |
$2.04M - $2.52M
|
27.7K
$2.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.17M - $1.45M
|
15.9K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.92KNew |
$657K - $811K
|
8.92K
$842K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
7.81KNew |
$576K - $711K
|
7.81K
$738K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.06KNew |
$520K - $642K
|
7.06K
$666K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.4KNew |
$398K - $492K
|
5.4K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.98K+ 6.5% |
$367K - $453K
|
81.6K
$7.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.98KNew |
$367K - $453K
|
4.98K
$471K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.16KNew |
$233K - $287K
|
3.16K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.05KNew |
$225K - $278K
|
3.05K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8KNew |
$207K - $255K
|
2.8K
$265K
|
|