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 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
61.2K+ 1608.68% |
$5.7M - $5.99M
|
65K
$6.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
38.1K+ 710.0% |
$3.54M - $3.73M
|
43.4K
$4.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
15.6KNew |
$1.46M - $1.53M
|
15.6K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.5K+ 130.07% |
$884K - $930K
|
16.8K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
7.13K+ 118.64% |
$664K - $698K
|
13.1K
$1.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.8K+ 14.6% |
$447K - $470K
|
37.7K
$3.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.53K+ 104.04% |
$422K - $444K
|
8.89K
$840K
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
2.81K+ 74.45% |
$262K - $275K
|
6.58K
$622K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2.43KNew |
$226K - $238K
|
2.43K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
2.35KNew |
$218K - $230K
|
2.35K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.34K+ 3.67% |
$217K - $229K
|
66K
$6.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.94K+ 5.61% |
$180K - $190K
|
36.4K
$3.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 150.74% |
$132K - $139K
|
2.36K
$223K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.26K+ 1.9% |
$117K - $123K
|
67.6K
$6.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.25K+ 7.96% |
$116K - $122K
|
16.9K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.1K+ 41.65% |
$102K - $107K
|
3.72K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.05K+ 1.41% |
$98K - $103K
|
75.9K
$7.17M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
880New |
$81.9K - $86.2K
|
880
$83.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
819+ 1.61% |
$76.3K - $80.2K
|
51.6K
$4.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
626+ 28.33% |
$58.3K - $61.3K
|
2.84K
$268K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
497+ 0.64% |
$46.3K - $48.7K
|
78.6K
$7.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
397+ 5.59% |
$37K - $38.9K
|
7.5K
$708K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230+ 1.72% |
$21.4K - $22.5K
|
13.6K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
200+ 2.86% |
$18.6K - $19.6K
|
7.2K
$680K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 1.53% |
$16.3K - $17.1K
|
11.6K
$1.1M
|
|
|
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 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 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 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 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2New |
$186 - $196
|
2
$189
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$93.1 - $97.9
|
6.63K
$626K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$93.1 - $97.9
|
5.88K
$556K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$93.1 - $97.9
|
155
$14.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$93.1 - $97.9
|
5.31K
$501K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4- 0.06% |
$372 - $392
|
6.92K
$653K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4- 0.06% |
$372 - $392
|
6.61K
$624K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-6- 0.06% |
$559 - $587
|
9.7K
$916K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.08% |
$652 - $685
|
8.97K
$847K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20- 80.0% |
$1.86K - $1.96K
|
5
$472
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-22- 0.34% |
$2.05K - $2.15K
|
6.37K
$602K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-55- 1.01% |
$5.12K - $5.38K
|
5.37K
$507K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.45% |
$9.31K - $9.79K
|
3.98K
$376K
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-115- 0.3% |
$10.7K - $11.3K
|
38.7K
$3.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-123- 4.99% |
$11.5K - $12K
|
2.34K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-126- 3.15% |
$11.7K - $12.3K
|
3.87K
$366K
|
|