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 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 1.38% |
$136K - $149K
|
110K
$8.7M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.49K+ 10.76% |
$135K - $148K
|
15.3K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.48K+ 1.25% |
$134K - $147K
|
119K
$9.49M
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.43K+ 25.35% |
$130K - $142K
|
7.08K
$562K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.4KNew |
$127K - $139K
|
1.4K
$111K
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.38K+ 39.38% |
$125K - $137K
|
4.87K
$386K
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 3.85% |
$125K - $137K
|
37.1K
$2.94M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 38.0% |
$121K - $133K
|
4.85K
$385K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.31K+ 12.13% |
$119K - $130K
|
12.1K
$962K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 21.47% |
$116K - $128K
|
7.27K
$577K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 21.47% |
$116K - $128K
|
7.27K
$577K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 15.29% |
$116K - $127K
|
9.66K
$767K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.14K+ 11.08% |
$103K - $113K
|
11.4K
$908K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 22.83% |
$98.7K - $108K
|
5.86K
$465K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.08KNew |
$98.1K - $108K
|
1.08K
$85.9K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.07K+ 7.73% |
$97K - $106K
|
14.9K
$1.18M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.07KNew |
$96.6K - $106K
|
1.07K
$84.5K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
939+ 26.27% |
$85.1K - $93.4K
|
4.51K
$358K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
877+ 2.76% |
$79.5K - $87.2K
|
32.7K
$2.59M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
849+ 1.21% |
$77K - $84.4K
|
70.9K
$5.63M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
827New |
$75K - $82.3K
|
827
$65.6K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
822+ 3.66% |
$74.5K - $81.8K
|
23.3K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
817+ 10.94% |
$74.1K - $81.3K
|
8.28K
$658K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
800+ 33.22% |
$72.5K - $79.6K
|
3.21K
$255K
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
785+ 24.21% |
$71.2K - $78.1K
|
4.03K
$320K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
764New |
$69.3K - $76K
|
764
$60.6K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
734+ 5.11% |
$66.5K - $73K
|
15.1K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 0.26% |
$63.5K - $69.6K
|
270K
$21.4M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
693+ 3.2% |
$62.8K - $68.9K
|
22.4K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
680+ 1.35% |
$61.6K - $67.6K
|
50.9K
$4.04M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
654+ 3.81% |
$59.3K - $65K
|
17.8K
$1.41M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
633+ 6.3% |
$57.4K - $63K
|
10.7K
$848K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
614+ 6.92% |
$55.7K - $61.1K
|
9.48K
$753K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
612+ 13.11% |
$55.5K - $60.9K
|
5.28K
$419K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
610+ 5.33% |
$55.3K - $60.7K
|
12.1K
$957K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$54.4K - $59.7K
|
600
$47.6K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
551+ 0.24% |
$50K - $54.8K
|
233K
$18.5M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
550+ 5.33% |
$49.9K - $54.7K
|
10.9K
$863K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
541+ 1.62% |
$49K - $53.8K
|
34K
$2.7M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
534+ 0.59% |
$48.4K - $53.1K
|
91K
$7.22M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
512New |
$46.4K - $50.9K
|
512
$40.6K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
504+ 19.0% |
$45.7K - $50.1K
|
3.16K
$251K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
500+ 20.13% |
$45.3K - $49.7K
|
2.98K
$237K
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
496New |
$45K - $49.3K
|
496
$39.4K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
489New |
$44.3K - $48.6K
|
489
$38.8K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
469+ 1.46% |
$42.5K - $46.6K
|
32.6K
$2.59M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
464New |
$42.1K - $46.1K
|
464
$36.8K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
460New |
$41.7K - $45.8K
|
460
$36.5K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
459+ 5.04% |
$41.6K - $45.7K
|
9.57K
$760K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
452New |
$41K - $45K
|
452
$35.9K
|