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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-90- 1.54% |
$7.63K - $8.42K
|
5.74K
$568K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-98- 11.74% |
$8.31K - $9.17K
|
737
$72.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 3.93% |
$8.48K - $9.35K
|
2.45K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.06% |
$8.48K - $9.35K
|
161K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 2.23% |
$9.16K - $10.1K
|
4.73K
$468K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-108- 1.5% |
$9.16K - $10.1K
|
7.08K
$700K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 0.79% |
$9.41K - $10.4K
|
13.9K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-111- 1.55% |
$9.41K - $10.4K
|
7.04K
$696K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-111- 1.1% |
$9.41K - $10.4K
|
10K
$989K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-113- 0.93% |
$9.58K - $10.6K
|
12K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-115- 1.29% |
$9.75K - $10.8K
|
8.82K
$872K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-124- 2.38% |
$10.5K - $11.6K
|
5.09K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-129- 0.09% |
$10.9K - $12.1K
|
147K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 6.67% |
$11K - $12.2K
|
1.82K
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-133- 2.52% |
$11.3K - $12.4K
|
5.14K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-133- 3.68% |
$11.3K - $12.4K
|
3.48K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-141- 2.29% |
$12K - $13.2K
|
6K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-150- 1.81% |
$12.7K - $14K
|
8.14K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 3.17% |
$12.7K - $14K
|
4.58K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-156- 2.78% |
$13.2K - $14.6K
|
5.46K
$539K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-161- 1.11% |
$13.7K - $15.1K
|
14.4K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-161- 6.54% |
$13.7K - $15.1K
|
2.3K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-162- 1.2% |
$13.7K - $15.2K
|
13.3K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-166- 0.71% |
$14.1K - $15.5K
|
23.1K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-174- 1.24% |
$14.8K - $16.3K
|
13.8K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-175- 5.0% |
$14.8K - $16.4K
|
3.32K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-177- 0.29% |
$15K - $16.6K
|
61.9K
$6.12M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-185- 3.46% |
$15.7K - $17.3K
|
5.16K
$510K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-187- 3.36% |
$15.9K - $17.5K
|
5.38K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-199- 8.22% |
$16.9K - $18.6K
|
2.22K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-200- 0.23% |
$17K - $18.7K
|
86K
$8.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-200- 4.34% |
$17K - $18.7K
|
4.41K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-210- 8.03% |
$17.8K - $19.6K
|
2.41K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-220- 2.01% |
$18.7K - $20.6K
|
10.7K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-222- 5.36% |
$18.8K - $20.8K
|
3.92K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-226- 1.13% |
$19.2K - $21.1K
|
19.7K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-241- 0.92% |
$20.4K - $22.5K
|
25.9K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-243- 4.78% |
$20.6K - $22.7K
|
4.84K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-243- 3.16% |
$20.6K - $22.7K
|
7.45K
$737K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-246- 15.87% |
$20.9K - $23K
|
1.3K
$129K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-261- 6.13% |
$22.1K - $24.4K
|
4K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-268- 5.05% |
$22.7K - $25.1K
|
5.03K
$498K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-268- 8.85% |
$22.7K - $25.1K
|
2.76K
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-268- 1.36% |
$22.7K - $25.1K
|
19.4K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-274- 3.59% |
$23.2K - $25.6K
|
7.36K
$727K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-278- 69.85% |
$23.6K - $26K
|
120
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-282- 3.26% |
$23.9K - $26.4K
|
8.38K
$828K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-284- 6.46% |
$24.1K - $26.6K
|
4.11K
$406K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-284- 2.8% |
$24.1K - $26.6K
|
9.87K
$976K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-298- 10.01% |
$25.3K - $27.9K
|
2.68K
$265K
|