Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
351K+ 86.79% |
$26.9M - $32M
|
755K
$74.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
349K+ 2345.65% |
$26.8M - $31.8M
|
364K
$35.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
325KNew |
$25M - $29.7M
|
325K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
291K+ 13.09% |
$22.4M - $26.6M
|
2.52M
$248M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
226K+ 88.84% |
$17.4M - $20.6M
|
480K
$47.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
163K+ 16.49% |
$12.6M - $14.9M
|
1.15M
$114M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 20.29% |
$8.63M - $10.2M
|
666K
$65.5M
|
|
|
May 14, 2024
Q1 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
95.9K+ 3.45% |
$7.37M - $8.75M
|
2.88M
$283M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.8K+ 954.25% |
$7.13M - $8.47M
|
103K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
86.6K+ 4.17% |
$6.65M - $7.9M
|
2.16M
$213M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.7K+ 20.82% |
$4.28M - $5.08M
|
323K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.3K+ 432.18% |
$4.24M - $5.04M
|
68.1K
$6.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54.6K+ 19.96% |
$4.2M - $4.99M
|
328K
$32.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.7K+ 64.42% |
$3.51M - $4.17M
|
117K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.2K+ 4.49% |
$3.01M - $3.57M
|
911K
$89.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.6KNew |
$2.97M - $3.53M
|
38.6K
$3.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38K+ 143.24% |
$2.92M - $3.47M
|
64.6K
$6.35M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.8KNew |
$2.91M - $3.45M
|
37.8K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
34.4K+ 171.02% |
$2.64M - $3.14M
|
54.5K
$5.36M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8KNew |
$2.6M - $3.09M
|
33.8K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32K+ 7.04% |
$2.46M - $2.92M
|
486K
$47.8M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
29.2KNew |
$2.25M - $2.67M
|
29.2K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.1K+ 52107.69% |
$2.08M - $2.47M
|
27.1K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.6K+ 44.79% |
$2.04M - $2.43M
|
86K
$8.46M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
24.2K+ 19.36% |
$1.86M - $2.21M
|
149K
$14.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
23.7K+ 521.57% |
$1.82M - $2.16M
|
28.3K
$2.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22.5KNew |
$1.73M - $2.05M
|
22.5K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22KNew |
$1.69M - $2.01M
|
22K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
21.1K+ 2.61% |
$1.62M - $1.92M
|
830K
$81.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.1K+ 41.35% |
$1.31M - $1.56M
|
58.3K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.9KNew |
$1.3M - $1.54M
|
16.9K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16.4KNew |
$1.26M - $1.5M
|
16.4K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 21.71% |
$1.22M - $1.45M
|
88.8K
$8.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
15.7KNew |
$1.21M - $1.44M
|
15.7K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.2K+ 12.5% |
$1.17M - $1.39M
|
137K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
14.5KNew |
$1.11M - $1.32M
|
14.5K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
13.9K+ 29.61% |
$1.07M - $1.27M
|
60.9K
$5.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
13.9K+ 6.67% |
$1.07M - $1.27M
|
222K
$21.9M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.6KNew |
$1.05M - $1.24M
|
13.6K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13.2KNew |
$1.01M - $1.2M
|
13.2K
$1.29M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
11.7K+ 1084.72% |
$900K - $1.07M
|
12.8K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 1.54% |
$890K - $1.06M
|
763K
$75.1M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.98K+ 1.32% |
$767K - $911K
|
767K
$75.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.34K+ 1.99% |
$717K - $852K
|
480K
$47.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
8.68K+ 17.78% |
$667K - $792K
|
57.5K
$5.66M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
8.61K+ 47.03% |
$661K - $786K
|
26.9K
$2.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.79K+ 207.68% |
$598K - $711K
|
11.5K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.53KNew |
$578K - $687K
|
7.53K
$741K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.39K+ 22.05% |
$567K - $674K
|
40.9K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7.34K+ 7.75% |
$563K - $669K
|
102K
$10M
|