Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.01% |
$76.8 - $91.3
|
7.09K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$76.8 - $91.3
|
4.22K
$386K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.16% |
$76.8 - $91.3
|
87
$7.97K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$76.8 - $91.3
|
153
$14K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$76.8 - $91.3
|
4.38K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.03% |
$76.8 - $91.3
|
2.92K
$267K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$76.8 - $91.3
|
3.4K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.04% |
$76.8 - $91.3
|
2.81K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1- 0.01% |
$76.8 - $91.3
|
9.83K
$900K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$76.8 - $91.3
|
3.27K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.01% |
$76.8 - $91.3
|
8.04K
$737K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3- 0.11% |
$230 - $274
|
2.67K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3- 0.03% |
$230 - $274
|
10.2K
$930K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 4.08% |
$307 - $365
|
94
$8.61K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 1.63% |
$384 - $456
|
301
$27.6K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 1.2% |
$384 - $456
|
412
$37.7K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-6- 0.03% |
$461 - $548
|
21.6K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.09% |
$461 - $548
|
6.33K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8- 0.04% |
$614 - $730
|
17.8K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-8- 0.57% |
$614 - $730
|
1.38K
$127K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9- 0.22% |
$691 - $821
|
4.16K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-10- 0.06% |
$768 - $913
|
15.6K
$1.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-14- 0.53% |
$1.08K - $1.28K
|
2.64K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-20- 0.43% |
$1.54K - $1.83K
|
4.58K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 0.31% |
$1.84K - $2.19K
|
7.69K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-25- 0.05% |
$1.92K - $2.28K
|
48.5K
$4.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-25- 0.86% |
$1.92K - $2.28K
|
2.88K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-27- 0.5% |
$2.07K - $2.46K
|
5.34K
$489K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.53% |
$2.07K - $2.46K
|
5.05K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-27- 2.79% |
$2.07K - $2.46K
|
942
$86.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-28- 4.49% |
$2.15K - $2.56K
|
596
$54.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.31% |
$2.15K - $2.56K
|
8.89K
$814K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 4.64% |
$2.69K - $3.19K
|
720
$66K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-36- 0.85% |
$2.77K - $3.29K
|
4.18K
$383K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-36- 1.84% |
$2.77K - $3.29K
|
1.92K
$176K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-37- 0.37% |
$2.84K - $3.38K
|
10.1K
$922K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-40- 0.48% |
$3.07K - $3.65K
|
8.24K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-41- 57.75% |
$3.15K - $3.74K
|
30
$2.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-42- 0.29% |
$3.23K - $3.83K
|
14.5K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-42- 0.45% |
$3.23K - $3.83K
|
9.26K
$848K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-47- 1.11% |
$3.61K - $4.29K
|
4.17K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-47- 0.88% |
$3.61K - $4.29K
|
5.27K
$483K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-49- 1.09% |
$3.76K - $4.47K
|
4.47K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-50- 1.63% |
$3.84K - $4.56K
|
3.02K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.03% |
$3.84K - $4.56K
|
162K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-53- 1.5% |
$4.07K - $4.84K
|
3.48K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-55- 0.44% |
$4.22K - $5.02K
|
12.4K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-56- 0.21% |
$4.3K - $5.11K
|
26.9K
$2.46M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-60- 1.01% |
$4.61K - $5.48K
|
5.88K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 33.15% |
$4.69K - $5.57K
|
123
$11.3K
|