Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-320- 13.16% |
$29K - $31.8K
|
2.11K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-325- 4.62% |
$29.5K - $32.3K
|
6.71K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-329- 1.67% |
$29.8K - $32.7K
|
19.4K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-330- 4.8% |
$29.9K - $32.8K
|
6.55K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-340- 5.53% |
$30.8K - $33.8K
|
5.8K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-350- 7.23% |
$31.7K - $34.8K
|
4.49K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-380- 12.34% |
$34.5K - $37.8K
|
2.7K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-390- 6.7% |
$35.4K - $38.8K
|
5.43K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 4.08% |
$36.3K - $39.8K
|
9.42K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-410- 0.49% |
$37.2K - $40.8K
|
84.1K
$6.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-415- 0.93% |
$37.6K - $41.3K
|
44K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-421- 6.81% |
$38.2K - $41.9K
|
5.76K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-422- 1.5% |
$38.3K - $42K
|
27.6K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-440- 1.98% |
$39.9K - $43.8K
|
21.7K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-442- 16.5% |
$40.1K - $44K
|
2.24K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-448- 1.61% |
$40.6K - $44.6K
|
27.4K
$2.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-450- 9.5% |
$40.8K - $44.8K
|
4.29K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-455- 1.49% |
$41.3K - $45.3K
|
30.2K
$2.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-471- 4.66% |
$42.7K - $46.8K
|
9.63K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-472- 7.88% |
$42.8K - $46.9K
|
5.52K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-486- 1.1% |
$44.1K - $48.3K
|
43.6K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-488- 9.48% |
$44.2K - $48.5K
|
4.66K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-493- 2.03% |
$44.7K - $49K
|
23.8K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-511- 12.79% |
$46.3K - $50.8K
|
3.48K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-522- 1.0% |
$47.3K - $51.9K
|
51.9K
$4.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-523- 2.08% |
$47.4K - $52K
|
24.7K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-538- 1.09% |
$48.8K - $53.5K
|
49K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-581- 0.12% |
$52.7K - $57.8K
|
484K
$38.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-594- 5.22% |
$53.9K - $59.1K
|
10.8K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-595- 8.56% |
$53.9K - $59.2K
|
6.36K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-600- 1.45% |
$54.4K - $59.7K
|
40.8K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-607- 15.82% |
$55K - $60.4K
|
3.23K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-617- 3.76% |
$55.9K - $61.4K
|
15.8K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-646- 0.44% |
$58.6K - $64.3K
|
147K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-652- 0.15% |
$59.1K - $64.8K
|
442K
$35.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-656- 13.67% |
$59.5K - $65.2K
|
4.14K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-665- 3.51% |
$60.3K - $66.1K
|
18.3K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-672- 6.9% |
$60.9K - $66.8K
|
9.07K
$720K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-733- 1.06% |
$66.5K - $72.9K
|
68.5K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-737- 2.84% |
$66.8K - $73.3K
|
25.2K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-738- 1.72% |
$66.9K - $73.4K
|
42.1K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-760- 23.35% |
$68.9K - $75.6K
|
2.5K
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-767- 2.17% |
$69.5K - $76.3K
|
34.6K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-793- 11.58% |
$71.9K - $78.9K
|
6.06K
$481K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-808- 9.52% |
$73.3K - $80.4K
|
7.68K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-813- 15.12% |
$73.7K - $80.9K
|
4.56K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-822- 2.66% |
$74.5K - $81.8K
|
30.1K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-833- 8.8% |
$75.5K - $82.9K
|
8.64K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-836- 2.34% |
$75.8K - $83.1K
|
34.9K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-846- 37.48% |
$76.7K - $84.1K
|
1.41K
$112K
|