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 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.83K- 7.11% |
$347K - $380K
|
49.9K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.93K- 45.09% |
$356K - $390K
|
4.78K
$421K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.05K- 9.03% |
$367K - $403K
|
40.8K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.24K- 17.63% |
$385K - $422K
|
19.8K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.34K- 11.61% |
$394K - $432K
|
33K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.66K- 99.7% |
$423K - $464K
|
14
$1.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.75K- 30.13% |
$430K - $472K
|
11K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.28K- 2.83% |
$479K - $525K
|
181K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.62K- 12.04% |
$509K - $558K
|
41K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.74K- 0.95% |
$520K - $571K
|
596K
$52.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.86K- 5.61% |
$531K - $583K
|
98.7K
$8.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.07K- 6.45% |
$551K - $604K
|
88.1K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.17K- 26.67% |
$560K - $614K
|
17K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.65K- 4.43% |
$603K - $661K
|
143K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 69.65% |
$614K - $674K
|
2.95K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.19K- 69.78% |
$652K - $716K
|
3.12K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.71K- 4.55% |
$699K - $767K
|
162K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.75K- 0.93% |
$703K - $771K
|
827K
$72.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.47K- 8.55% |
$768K - $843K
|
90.6K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-9.09K- 59.43% |
$824K - $904K
|
6.21K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-9.42K- 25.07% |
$854K - $937K
|
28.2K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-10.7K- 19.69% |
$966K - $1.06M
|
43.5K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.8K- 73.98% |
$980K - $1.08M
|
3.8K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.9K- 77.03% |
$984K - $1.08M
|
3.24K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.4K- 2.33% |
$1.03M - $1.13M
|
479K
$42.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 77.16% |
$1.11M - $1.22M
|
3.63K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12.3K- 5.82% |
$1.12M - $1.23M
|
199K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.4K- 17.71% |
$1.12M - $1.23M
|
57.5K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 2.83% |
$1.2M - $1.31M
|
454K
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.4K- 33.45% |
$1.21M - $1.33M
|
26.6K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-14.8K- 62.67% |
$1.34M - $1.47M
|
8.79K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17.3K- 73.55% |
$1.57M - $1.72M
|
6.23K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 71.9% |
$1.59M - $1.74M
|
6.85K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17.7K- 6.38% |
$1.61M - $1.76M
|
260K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 55.1% |
$1.67M - $1.83M
|
15K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 46.86% |
$1.82M - $1.99M
|
22.7K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.1K- 25.07% |
$1.82M - $2M
|
60K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-21.6K- 16.92% |
$1.96M - $2.15M
|
106K
$9.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.3K- 21.61% |
$2.11M - $2.32M
|
84.5K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.5K- 11.22% |
$2.13M - $2.34M
|
186K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.3K- 24.83% |
$2.38M - $2.62M
|
79.6K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 88.24% |
$2.48M - $2.72M
|
3.64K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-28.8K- 21.58% |
$2.61M - $2.87M
|
105K
$9.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 1.69% |
$2.64M - $2.89M
|
1.69M
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.64M - $2.9M
|
41.2K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 11.13% |
$2.69M - $2.95M
|
237K
$20.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-30.2K- 81.46% |
$2.74M - $3.01M
|
6.88K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-30.3K- 15.12% |
$2.74M - $3.01M
|
170K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31K- 1.4% |
$2.81M - $3.09M
|
2.19M
$193M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.4K- 98.66% |
$2.85M - $3.13M
|
427
$37.6K
|