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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-808- 9.52% |
$73.3K - $80.4K
|
7.68K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-813- 15.12% |
$73.7K - $80.9K
|
4.56K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-822- 2.66% |
$74.5K - $81.8K
|
30.1K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-833- 8.8% |
$75.5K - $82.9K
|
8.64K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-836- 2.34% |
$75.8K - $83.1K
|
34.9K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-846- 37.48% |
$76.7K - $84.1K
|
1.41K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-900- 2.88% |
$81.6K - $89.5K
|
30.4K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-904- 16.21% |
$82K - $89.9K
|
4.67K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-920- 8.93% |
$83.4K - $91.5K
|
9.38K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-924- 18.85% |
$83.8K - $91.9K
|
3.98K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-924- 3.78% |
$83.8K - $91.9K
|
23.5K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-955- 3.53% |
$86.6K - $95K
|
26.1K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-967- 23.27% |
$87.7K - $96.2K
|
3.19K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-972- 4.43% |
$88.1K - $96.7K
|
20.9K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1K- 0.62% |
$90.7K - $99.5K
|
160K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1K- 8.96% |
$90.7K - $99.5K
|
10.2K
$895K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 7.06% |
$97.2K - $107K
|
14.1K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.09K- 21.25% |
$99.1K - $109K
|
4.05K
$357K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.09K- 3.65% |
$99.2K - $109K
|
28.9K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.2K- 6.65% |
$109K - $119K
|
16.8K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.2K- 1.31% |
$109K - $119K
|
90.7K
$7.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.36K- 3.49% |
$123K - $135K
|
37.7K
$3.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.48K- 30.49% |
$135K - $148K
|
3.38K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 12.08% |
$136K - $149K
|
10.9K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.51K- 3.09% |
$137K - $150K
|
47.3K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.6K- 7.66% |
$145K - $159K
|
19.3K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 22.03% |
$149K - $163K
|
5.8K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.71K- 73.43% |
$155K - $170K
|
619
$54.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.75K- 2.45% |
$159K - $174K
|
69.5K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.76K- 3.56% |
$159K - $175K
|
47.6K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.81K- 11.23% |
$164K - $180K
|
14.3K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 2.83% |
$167K - $183K
|
63.3K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.87K- 18.58% |
$170K - $186K
|
8.21K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 43.99% |
$171K - $188K
|
2.4K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.92K- 3.35% |
$174K - $190K
|
55.2K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.99K- 1.34% |
$180K - $197K
|
146K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 5.95% |
$197K - $216K
|
34.3K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 6.04% |
$204K - $224K
|
35K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.25K- 1.82% |
$204K - $224K
|
122K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.44K- 0.89% |
$221K - $242K
|
272K
$23.9M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.61K- 1.73% |
$237K - $260K
|
148K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 15.23% |
$238K - $261K
|
14.6K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.66K- 2.42% |
$241K - $265K
|
107K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.13K- 25.09% |
$284K - $312K
|
9.35K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 99.91% |
$294K - $322K
|
3
$264
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.35K- 6.21% |
$304K - $333K
|
50.6K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.39K- 34.07% |
$307K - $337K
|
6.56K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.4K- 4.71% |
$308K - $338K
|
68.7K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.7K- 14.7% |
$335K - $368K
|
21.5K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.73K- 25.79% |
$338K - $371K
|
10.7K
$945K
|