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 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 15.0% |
$10.9K - $11.9K
|
680
$54K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120- 3.8% |
$10.9K - $11.9K
|
3.04K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 2.1% |
$10.9K - $11.9K
|
5.59K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-123- 25.2% |
$11.2K - $12.2K
|
365
$29K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.23% |
$11.3K - $12.4K
|
10.1K
$798K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-136- 2.08% |
$12.3K - $13.5K
|
6.4K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-142- 2.5% |
$12.9K - $14.1K
|
5.53K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-142- 1.27% |
$12.9K - $14.1K
|
11.1K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-150- 5.07% |
$13.6K - $14.9K
|
2.81K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-156- 0.3% |
$14.1K - $15.5K
|
52.2K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-157- 0.79% |
$14.2K - $15.6K
|
19.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-159- 0.27% |
$14.4K - $15.8K
|
59K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-169- 0.53% |
$15.3K - $16.8K
|
32K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-173- 2.46% |
$15.7K - $17.2K
|
6.87K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-183- 0.29% |
$16.6K - $18.2K
|
62.1K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-183- 1.74% |
$16.6K - $18.2K
|
10.3K
$821K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-187- 1.2% |
$17K - $18.6K
|
15.4K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-193- 0.72% |
$17.5K - $19.2K
|
26.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 4.37% |
$18.1K - $19.9K
|
4.38K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-203- 0.73% |
$18.4K - $20.2K
|
27.7K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-206- 1.82% |
$18.7K - $20.5K
|
11.1K
$880K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-207- 3.69% |
$18.8K - $20.6K
|
5.4K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-207- 11.59% |
$18.8K - $20.6K
|
1.58K
$125K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-209- 2.29% |
$18.9K - $20.8K
|
8.93K
$709K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-210- 1.62% |
$19K - $20.9K
|
12.8K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-210- 0.04% |
$19K - $20.9K
|
526K
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-220- 3.38% |
$19.9K - $21.9K
|
6.28K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-224- 3.41% |
$20.3K - $22.3K
|
6.34K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-230- 0.31% |
$20.9K - $22.9K
|
74.9K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-234- 2.02% |
$21.2K - $23.3K
|
11.4K
$902K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-242- 80.13% |
$21.9K - $24.1K
|
60
$4.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-253- 4.64% |
$22.9K - $25.2K
|
5.2K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-254- 1.45% |
$23K - $25.3K
|
17.3K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-267- 0.59% |
$24.2K - $26.6K
|
45.1K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-268- 3.56% |
$24.3K - $26.7K
|
7.26K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-273- 2.25% |
$24.8K - $27.2K
|
11.9K
$942K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-275- 4.21% |
$24.9K - $27.4K
|
6.26K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-278- 2.04% |
$25.2K - $27.6K
|
13.3K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-279- 6.37% |
$25.3K - $27.7K
|
4.1K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-282- 1.67% |
$25.6K - $28K
|
16.6K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-284- 0.78% |
$25.7K - $28.2K
|
36K
$2.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-285- 96.28% |
$25.8K - $28.3K
|
11
$873
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-294- 6.02% |
$26.7K - $29.2K
|
4.59K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-296- 5.3% |
$26.8K - $29.4K
|
5.29K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-299- 2.55% |
$27.1K - $29.7K
|
11.4K
$906K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-304- 2.52% |
$27.6K - $30.2K
|
11.7K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-305- 13.87% |
$27.7K - $30.3K
|
1.89K
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-309- 0.36% |
$28K - $30.7K
|
85.7K
$6.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-314- 11.47% |
$28.5K - $31.2K
|
2.42K
$192K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-315Closed |
$28.6K - $31.3K
|
0
$0
|