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
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.85KNew |
$219K - $260K
|
2.85K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.83KNew |
$217K - $258K
|
2.83K
$272K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.81K+ 10.19% |
$216K - $257K
|
30.4K
$2.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.79KNew |
$214K - $254K
|
2.79K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.75KNew |
$211K - $251K
|
2.75K
$265K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.59KNew |
$199K - $237K
|
2.59K
$249K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.55K+ 0.38% |
$196K - $233K
|
666K
$64M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.52K+ 1.08% |
$194K - $230K
|
237K
$22.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.52KNew |
$193K - $229K
|
2.52K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.5KNew |
$192K - $228K
|
2.5K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.48KNew |
$191K - $227K
|
2.48K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.48KNew |
$190K - $226K
|
2.48K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.47KNew |
$190K - $226K
|
2.47K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.46K+ 3.89% |
$189K - $225K
|
65.7K
$6.32M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.45KNew |
$188K - $224K
|
2.45K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.45KNew |
$188K - $223K
|
2.45K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.42KNew |
$186K - $221K
|
2.42K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$186K - $220K
|
2.42K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.42K+ 11.13% |
$186K - $220K
|
24.1K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.41KNew |
$185K - $220K
|
2.41K
$232K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
2.41KNew |
$185K - $220K
|
2.41K
$232K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$184K - $219K
|
2.4K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.39KNew |
$184K - $218K
|
2.39K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.39KNew |
$183K - $218K
|
2.39K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.38KNew |
$183K - $217K
|
2.38K
$228K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.37KNew |
$182K - $216K
|
2.37K
$228K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.36KNew |
$182K - $216K
|
2.36K
$227K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.36KNew |
$181K - $215K
|
2.36K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$181K - $215K
|
2.35K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.35KNew |
$180K - $214K
|
2.35K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.33K+ 23.65% |
$179K - $213K
|
12.2K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$179K - $212K
|
2.33K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.32KNew |
$178K - $211K
|
2.32K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3KNew |
$177K - $210K
|
2.3K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.29KNew |
$176K - $209K
|
2.29K
$220K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.29KNew |
$176K - $209K
|
2.29K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.28KNew |
$175K - $208K
|
2.28K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.26KNew |
$174K - $206K
|
2.26K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 0.27% |
$174K - $206K
|
842K
$80.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.26K+ 11.28% |
$173K - $206K
|
22.3K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.25KNew |
$173K - $205K
|
2.25K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.24KNew |
$172K - $205K
|
2.24K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.22KNew |
$171K - $203K
|
2.22K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.21KNew |
$170K - $201K
|
2.21K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.11K+ 4.34% |
$162K - $193K
|
50.8K
$4.89M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.11K+ 20.92% |
$162K - $193K
|
12.2K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.05K+ 14.88% |
$158K - $187K
|
15.8K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1.99K+ 3.16% |
$153K - $182K
|
65.1K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 24.86% |
$152K - $181K
|
9.94K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.98K+ 30.57% |
$152K - $180K
|
8.44K
$811K
|