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 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.28K- 2.83% |
$479K - $525K
|
181K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.62K- 12.04% |
$509K - $558K
|
41K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.74K- 0.95% |
$520K - $571K
|
596K
$47.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.86K- 5.61% |
$531K - $583K
|
98.7K
$7.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.07K- 6.45% |
$551K - $604K
|
88.1K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.17K- 26.67% |
$560K - $614K
|
17K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.65K- 4.43% |
$603K - $661K
|
143K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 69.65% |
$614K - $674K
|
2.95K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.19K- 69.78% |
$652K - $716K
|
3.12K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.71K- 4.55% |
$699K - $767K
|
162K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.75K- 0.93% |
$703K - $771K
|
827K
$65.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.47K- 8.55% |
$768K - $843K
|
90.6K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-9.09K- 59.43% |
$824K - $904K
|
6.21K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-9.42K- 25.07% |
$854K - $937K
|
28.2K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-10.7K- 19.69% |
$966K - $1.06M
|
43.5K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.8K- 73.98% |
$980K - $1.08M
|
3.8K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.9K- 77.03% |
$984K - $1.08M
|
3.24K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.4K- 2.33% |
$1.03M - $1.13M
|
479K
$38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 77.16% |
$1.11M - $1.22M
|
3.63K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12.3K- 5.82% |
$1.12M - $1.23M
|
199K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.4K- 17.71% |
$1.12M - $1.23M
|
57.5K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 2.83% |
$1.2M - $1.31M
|
454K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.4K- 33.45% |
$1.21M - $1.33M
|
26.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-14.8K- 62.67% |
$1.34M - $1.47M
|
8.79K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17.3K- 73.55% |
$1.57M - $1.72M
|
6.23K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 71.9% |
$1.59M - $1.74M
|
6.85K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17.7K- 6.38% |
$1.61M - $1.76M
|
260K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 55.1% |
$1.67M - $1.83M
|
15K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 46.86% |
$1.82M - $1.99M
|
22.7K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.1K- 25.07% |
$1.82M - $2M
|
60K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-21.6K- 16.92% |
$1.96M - $2.15M
|
106K
$8.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.3K- 21.61% |
$2.11M - $2.32M
|
84.5K
$6.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.5K- 11.22% |
$2.13M - $2.34M
|
186K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.3K- 24.83% |
$2.38M - $2.62M
|
79.6K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 88.24% |
$2.48M - $2.72M
|
3.64K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-28.8K- 21.58% |
$2.61M - $2.87M
|
105K
$8.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 1.69% |
$2.64M - $2.89M
|
1.69M
$134M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.64M - $2.9M
|
41.2K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 11.13% |
$2.69M - $2.95M
|
237K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-30.2K- 81.46% |
$2.74M - $3.01M
|
6.88K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-30.3K- 15.12% |
$2.74M - $3.01M
|
170K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31K- 1.4% |
$2.81M - $3.09M
|
2.19M
$174M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.4K- 98.66% |
$2.85M - $3.13M
|
427
$33.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33.4K- 95.69% |
$3.03M - $3.32M
|
1.5K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.2K- 6.17% |
$3.19M - $3.5M
|
534K
$42.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.8K- 1.99% |
$3.7M - $4.06M
|
2.01M
$160M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.5K- 6.18% |
$4.4M - $4.83M
|
737K
$58.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48.9K- 91.18% |
$4.43M - $4.86M
|
4.73K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.9K- 19.09% |
$4.52M - $4.96M
|
212K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-67.3K- 92.96% |
$6.11M - $6.7M
|
5.1K
$405K
|