Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.14K- 2.06% |
$96.3K - $106K
|
54K
$5.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 9.86% |
$97.7K - $108K
|
10.5K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 3.88% |
$105K - $116K
|
30.6K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.29K- 16.09% |
$110K - $121K
|
6.74K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.29K- 1.41% |
$110K - $121K
|
90.5K
$8.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 0.62% |
$110K - $121K
|
210K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.37K- 0.51% |
$117K - $129K
|
267K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.38K- 10.18% |
$117K - $129K
|
12.1K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.42K- 8.01% |
$121K - $133K
|
16.3K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.49K- 6.86% |
$126K - $139K
|
20.2K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 3.95% |
$128K - $141K
|
36.7K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.58K- 0.87% |
$134K - $147K
|
179K
$17.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 10.47% |
$135K - $149K
|
13.6K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.61K- 1.34% |
$136K - $150K
|
118K
$11.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.64K- 13.15% |
$139K - $153K
|
10.8K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.7K- 7.28% |
$144K - $159K
|
21.7K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.75K- 1.15% |
$148K - $164K
|
150K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.86K- 0.92% |
$157K - $174K
|
200K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.94K- 5.14% |
$164K - $181K
|
35.7K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.94K- 3.79% |
$165K - $182K
|
49.4K
$4.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.97K- 3.62% |
$167K - $184K
|
52.4K
$5.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.06K- 17.02% |
$175K - $193K
|
10.1K
$994K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.18K- 1.45% |
$185K - $204K
|
148K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-2.29K- 17.92% |
$194K - $214K
|
10.5K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.32K- 19.66% |
$197K - $217K
|
9.47K
$936K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.36K- 8.11% |
$200K - $220K
|
26.7K
$2.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.4K- 6.18% |
$204K - $224K
|
36.5K
$3.6M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.4K- 29.07% |
$204K - $224K
|
5.86K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.54K- 47.94% |
$216K - $238K
|
2.76K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.7K- 0.97% |
$229K - $253K
|
274K
$27.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.7K- 1.15% |
$229K - $253K
|
233K
$23M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.77K- 4.62% |
$234K - $259K
|
57.1K
$5.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.87K- 3.87% |
$244K - $269K
|
71.3K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.02K- 21.29% |
$256K - $282K
|
11.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.29K- 0.74% |
$279K - $308K
|
443K
$43.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.57K- 26.1% |
$303K - $334K
|
10.1K
$998K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.65K- 45.63% |
$310K - $342K
|
4.35K
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.74K- 3.41% |
$317K - $350K
|
106K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.82K- 1.84% |
$324K - $357K
|
204K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.51K- 10.25% |
$383K - $422K
|
39.5K
$3.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.67K- 6.09% |
$396K - $437K
|
72.1K
$7.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.79K- 35.47% |
$406K - $448K
|
8.71K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.32K- 3.04% |
$452K - $498K
|
170K
$16.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.63K- 7.45% |
$477K - $526K
|
69.9K
$6.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-6.1K- 1.0% |
$517K - $570K
|
602K
$59.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.23K- 20.41% |
$529K - $583K
|
24.3K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.46K- 0.77% |
$548K - $604K
|
834K
$82.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.02K- 5.37% |
$596K - $657K
|
124K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.01K- 1.06% |
$679K - $749K
|
750K
$74.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.09K- 18.59% |
$686K - $756K
|
35.4K
$3.5M
|