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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.05K+ 14.88% |
$158K - $187K
|
15.8K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1.99K+ 3.16% |
$153K - $182K
|
65.1K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 24.86% |
$152K - $181K
|
9.94K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.98K+ 30.57% |
$152K - $180K
|
8.44K
$670K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92K+ 24.52% |
$148K - $175K
|
9.76K
$775K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.91K+ 19.13% |
$147K - $174K
|
11.9K
$945K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.9K+ 5.05% |
$146K - $173K
|
39.6K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.82K+ 13.55% |
$140K - $166K
|
15.3K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.82KNew |
$140K - $166K
|
1.82K
$144K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.79K+ 28.69% |
$137K - $163K
|
8.02K
$637K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.78K+ 2.0% |
$137K - $162K
|
90.8K
$7.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.66K+ 10.66% |
$127K - $151K
|
17.2K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.61K+ 5.18% |
$123K - $147K
|
32.6K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.57K+ 22.81% |
$121K - $143K
|
8.46K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.57K+ 5.29% |
$121K - $143K
|
31.2K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.49K+ 2.14% |
$114K - $136K
|
71K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.44KNew |
$111K - $131K
|
1.44K
$114K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.41KNew |
$108K - $129K
|
1.41K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 3.83% |
$96.9K - $115K
|
34.2K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.19K+ 8.66% |
$91.1K - $108K
|
14.9K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.15K+ 40.77% |
$88.3K - $105K
|
3.97K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14K+ 0.81% |
$87.6K - $104K
|
142K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
1.06K+ 0.45% |
$81.3K - $96.6K
|
234K
$18.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 16.29% |
$79.9K - $94.9K
|
7.43K
$589K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1K+ 13.0% |
$76.8K - $91.3K
|
8.69K
$690K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
968New |
$74.4K - $88.3K
|
968
$76.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
962New |
$73.9K - $87.8K
|
962
$76.4K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
945+ 6.92% |
$72.6K - $86.2K
|
14.6K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
883+ 3.7% |
$67.8K - $80.6K
|
24.7K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
860New |
$66.1K - $78.5K
|
860
$68.3K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
815+ 13.97% |
$62.6K - $74.4K
|
6.65K
$528K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
807+ 31.76% |
$62K - $73.6K
|
3.35K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
800+ 4.97% |
$61.4K - $73K
|
16.9K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
797+ 14.44% |
$61.2K - $72.7K
|
6.32K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
745+ 4.92% |
$57.2K - $68K
|
15.9K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
728+ 18.38% |
$55.9K - $66.4K
|
4.69K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
717+ 4.28% |
$55.1K - $65.4K
|
17.5K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
714+ 1.88% |
$54.8K - $65.2K
|
38.8K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
701+ 5.76% |
$53.8K - $64K
|
12.9K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
700New |
$53.8K - $63.9K
|
700
$55.6K
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
588+ 10.03% |
$45.2K - $53.7K
|
6.45K
$512K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
566+ 2.17% |
$43.5K - $51.6K
|
26.6K
$2.11M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
546+ 1.09% |
$41.9K - $49.8K
|
50.6K
$4.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
545+ 17.51% |
$41.9K - $49.7K
|
3.66K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
500+ 9.93% |
$38.4K - $45.6K
|
5.54K
$439K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
429+ 11.85% |
$33K - $39.1K
|
4.05K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
426+ 4.35% |
$32.7K - $38.9K
|
10.2K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
395+ 1.4% |
$30.3K - $36K
|
28.6K
$2.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
372+ 5.9% |
$28.6K - $33.9K
|
6.68K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
368New |
$28.3K - $33.6K
|
368
$29.2K
|