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 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.38K+ 2.2% |
$287K - $316K
|
157K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.33K+ 17.38% |
$282K - $311K
|
22.5K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
3.14K+ 9.11% |
$266K - $294K
|
37.6K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.1K+ 18.07% |
$263K - $290K
|
20.2K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.07K+ 27.28% |
$261K - $288K
|
14.3K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.07K+ 11.4% |
$260K - $287K
|
30K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.04K+ 7.36% |
$258K - $284K
|
44.3K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.98K+ 18.17% |
$253K - $279K
|
19.4K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.92KNew |
$248K - $273K
|
2.92K
$289K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.89KNew |
$245K - $270K
|
2.89K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.86KNew |
$242K - $267K
|
2.86K
$283K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.79KNew |
$237K - $261K
|
2.79K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.77K+ 2.0% |
$235K - $259K
|
141K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.73K+ 4.5% |
$231K - $255K
|
63.4K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.7K+ 7.33% |
$229K - $253K
|
39.6K
$3.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.7KNew |
$229K - $252K
|
2.7K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$228K - $252K
|
2.69K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.64KNew |
$224K - $247K
|
2.64K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 18.68% |
$222K - $245K
|
16.6K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$220K - $242K
|
2.59K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.59K+ 26.2% |
$220K - $242K
|
12.5K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.58K+ 3.09% |
$219K - $242K
|
86.1K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$215K - $237K
|
2.53K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.51K+ 7.23% |
$213K - $234K
|
37.2K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.48KNew |
$210K - $232K
|
2.48K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.47KNew |
$210K - $231K
|
2.47K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.43KNew |
$206K - $228K
|
2.43K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.43K+ 2.7% |
$206K - $227K
|
92.5K
$9.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.43K+ 44.33% |
$206K - $227K
|
7.91K
$782K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.41KNew |
$204K - $225K
|
2.41K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.39KNew |
$203K - $224K
|
2.39K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.35KNew |
$199K - $220K
|
2.35K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.33K+ 18.93% |
$197K - $217K
|
14.6K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.32KNew |
$197K - $217K
|
2.32K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.31KNew |
$196K - $216K
|
2.31K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.29K+ 4.57% |
$194K - $214K
|
52.4K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 6.8% |
$193K - $213K
|
35.7K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.27KNew |
$192K - $212K
|
2.27K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.26KNew |
$192K - $212K
|
2.26K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.24KNew |
$190K - $210K
|
2.24K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.24KNew |
$190K - $210K
|
2.24K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.22KNew |
$188K - $207K
|
2.22K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2KNew |
$187K - $206K
|
2.2K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.19KNew |
$186K - $205K
|
2.19K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.19KNew |
$185K - $204K
|
2.19K
$216K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 8.6% |
$185K - $204K
|
27.6K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.18KNew |
$185K - $204K
|
2.18K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.18KNew |
$185K - $204K
|
2.18K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.15K+ 3.12% |
$183K - $201K
|
71.3K
$7.05M
|