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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-489- 4.01% |
$37.6K - $44.6K
|
11.7K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-496- 0.3% |
$38.1K - $45.3K
|
162K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-499- 6.78% |
$38.3K - $45.5K
|
6.86K
$545K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$38.4K - $45.6K
|
500
$39.7K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-501- 1.42% |
$38.5K - $45.7K
|
34.7K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-549- 4.33% |
$42.2K - $50.1K
|
12.1K
$963K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-556- 3.91% |
$42.7K - $50.7K
|
13.7K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-587- 1.1% |
$45.1K - $53.6K
|
52.8K
$4.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-628- 3.91% |
$48.2K - $57.3K
|
15.4K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-648- 11.81% |
$49.8K - $59.1K
|
4.84K
$384K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-650- 12.98% |
$49.9K - $59.3K
|
4.36K
$346K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-693- 4.82% |
$53.2K - $63.2K
|
13.7K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-697- 20.69% |
$53.5K - $63.6K
|
2.67K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-698- 15.99% |
$53.6K - $63.7K
|
3.67K
$291K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-700- 5.34% |
$53.8K - $63.9K
|
12.4K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-734- 2.44% |
$56.4K - $67K
|
29.3K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-740- 2.75% |
$56.8K - $67.5K
|
26.1K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-756- 9.28% |
$58.1K - $69K
|
7.39K
$587K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-759- 0.5% |
$58.3K - $69.3K
|
152K
$12.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-789- 5.45% |
$60.6K - $72K
|
13.7K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-801- 41.35% |
$61.5K - $73.1K
|
1.14K
$90.2K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-820- 87.7% |
$63K - $74.8K
|
115
$9.13K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-824- 11.2% |
$63.3K - $75.2K
|
6.54K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-825- 0.74% |
$63.4K - $75.3K
|
110K
$8.76M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 5.98% |
$66.1K - $78.6K
|
13.5K
$1.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-867- 7.56% |
$66.6K - $79.1K
|
10.6K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-956- 14.25% |
$73.4K - $87.2K
|
5.75K
$457K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-995- 15.92% |
$76.4K - $90.8K
|
5.26K
$417K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.02K- 1.99% |
$78.3K - $93.1K
|
50.3K
$4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04K- 3.62% |
$79.7K - $94.6K
|
27.6K
$2.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.08K- 2.52% |
$82.9K - $98.5K
|
41.8K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.09K- 3.11% |
$83.9K - $99.6K
|
34K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.11K- 9.05% |
$85.1K - $101K
|
11.1K
$884K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.11K- 7.45% |
$85.6K - $102K
|
13.8K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.12K- 11.43% |
$85.9K - $102K
|
8.67K
$688K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.16K- 16.37% |
$88.7K - $105K
|
5.9K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 16.0% |
$91.1K - $108K
|
6.23K
$494K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 0.8% |
$91.7K - $109K
|
148K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.2K- 1.12% |
$91.9K - $109K
|
106K
$8.4M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.2K- 2.61% |
$92.4K - $110K
|
44.9K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.24K- 5.67% |
$95.2K - $113K
|
20.6K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.26K- 8.71% |
$96.8K - $115K
|
13.2K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 8.44% |
$97.9K - $116K
|
13.8K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.31K- 4.41% |
$101K - $120K
|
28.4K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 5.63% |
$105K - $125K
|
23K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.37K- 6.42% |
$105K - $125K
|
20K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.38K- 2.44% |
$106K - $126K
|
55.2K
$4.38M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.39K- 1.72% |
$107K - $127K
|
79.2K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.42K- 2.54% |
$109K - $130K
|
54.7K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 1.58% |
$111K - $132K
|
90.2K
$7.16M
|