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 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 59.86% |
$847K - $1.01M
|
7.39K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 4.83% |
$903K - $1.07M
|
232K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2K- 0.89% |
$1.09M - $1.29M
|
1.57M
$155M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.2K- 7.93% |
$1.09M - $1.3M
|
165K
$16.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.7K- 3.1% |
$1.28M - $1.52M
|
522K
$51.6M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-16.9K- 18.08% |
$1.3M - $1.54M
|
76.5K
$7.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-17.6K- 10.51% |
$1.36M - $1.61M
|
150K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.7K- 0.52% |
$1.36M - $1.62M
|
3.4M
$336M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-18.1K- 14.89% |
$1.39M - $1.65M
|
103K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-26.6K- 76.72% |
$2.04M - $2.42M
|
8.06K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-27K- 54.0% |
$2.07M - $2.46M
|
23K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.3K- 15.27% |
$2.17M - $2.58M
|
157K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-28.4K- 44.24% |
$2.18M - $2.59M
|
35.8K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-30.3K- 5.72% |
$2.33M - $2.77M
|
500K
$49.4M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-31.3K- 16.99% |
$2.4M - $2.85M
|
153K
$15.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 36.51% |
$2.41M - $2.87M
|
54.7K
$5.4M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32.5K- 77.68% |
$2.49M - $2.96M
|
9.33K
$922K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.4K- 5.4% |
$2.57M - $3.05M
|
586K
$57.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.6K- 4.06% |
$2.66M - $3.16M
|
819K
$80.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-34.9K- 89.84% |
$2.68M - $3.18M
|
3.94K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.6K- 38.69% |
$2.81M - $3.34M
|
58.1K
$5.74M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-36.8K- 13.24% |
$2.83M - $3.36M
|
241K
$23.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.6K- 34.32% |
$3.04M - $3.62M
|
75.8K
$7.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.2K- 3.54% |
$3.32M - $3.94M
|
1.18M
$116M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45.3K- 27.19% |
$3.48M - $4.13M
|
121K
$12M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-46.5K- 88.12% |
$3.57M - $4.25M
|
6.28K
$621K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.2K- 1.07% |
$5.55M - $6.59M
|
6.67M
$659M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.4K- 85.01% |
$6.48M - $7.7M
|
14.9K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-85.6K- 5.22% |
$6.57M - $7.81M
|
1.55M
$154M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-87.9K- 13.93% |
$6.75M - $8.02M
|
543K
$53.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-95.3K- 24.02% |
$7.32M - $8.69M
|
301K
$29.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99.4K- 11.94% |
$7.63M - $9.07M
|
733K
$72.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 54.69% |
$7.68M - $9.13M
|
82.9K
$8.19M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 28.14% |
$7.74M - $9.19M
|
257K
$25.4M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-127K- 88.35% |
$9.75M - $11.6M
|
16.7K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-143K- 9.29% |
$11M - $13M
|
1.39M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-186K- 4.99% |
$14.3M - $16.9M
|
3.53M
$349M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-344K- 98.61% |
$26.4M - $31.4M
|
4.85K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-543K- 6.97% |
$41.7M - $49.6M
|
7.26M
$717M
|