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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-63- 1.65% |
$4.84K - $5.75K
|
3.76K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-63- 1.68% |
$4.84K - $5.75K
|
3.7K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-71- 2.61% |
$5.45K - $6.48K
|
2.65K
$242K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-72- 2.17% |
$5.53K - $6.57K
|
3.25K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-79- 0.33% |
$6.07K - $7.21K
|
23.7K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 1.14% |
$6.14K - $7.3K
|
6.97K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-81- 1.55% |
$6.22K - $7.39K
|
5.15K
$472K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-83- 0.96% |
$6.38K - $7.57K
|
8.6K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-89- 1.63% |
$6.84K - $8.12K
|
5.38K
$493K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-94- 7.7% |
$7.22K - $8.58K
|
1.13K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-94- 0.04% |
$7.22K - $8.58K
|
227K
$20.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-96- 1.72% |
$7.37K - $8.76K
|
5.48K
$502K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.07% |
$7.68K - $9.13K
|
4.74K
$434K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-101- 3.12% |
$7.76K - $9.22K
|
3.13K
$287K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-105- 2.8% |
$8.07K - $9.58K
|
3.64K
$334K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-105- 0.36% |
$8.07K - $9.58K
|
29.5K
$2.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-106- 2.47% |
$8.14K - $9.67K
|
4.19K
$383K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-113- 0.16% |
$8.68K - $10.3K
|
70.3K
$6.44M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-114- 3.13% |
$8.76K - $10.4K
|
3.53K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-114- 0.61% |
$8.76K - $10.4K
|
18.7K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-115- 0.13% |
$8.83K - $10.5K
|
91.5K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-120- 0.84% |
$9.22K - $11K
|
14.2K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-121- 1.01% |
$9.29K - $11K
|
11.9K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-125- 2.85% |
$9.6K - $11.4K
|
4.26K
$390K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-126- 0.29% |
$9.68K - $11.5K
|
43.7K
$4M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-130- 4.15% |
$9.99K - $11.9K
|
3K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-141- 1.4% |
$10.8K - $12.9K
|
9.91K
$907K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-146- 0.73% |
$11.2K - $13.3K
|
19.9K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-147- 0.43% |
$11.3K - $13.4K
|
34.4K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-150- 0.93% |
$11.5K - $13.7K
|
16K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-160- 3.27% |
$12.3K - $14.6K
|
4.73K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-164- 4.2% |
$12.6K - $15K
|
3.74K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-165- 3.53% |
$12.7K - $15.1K
|
4.51K
$413K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-165- 0.2% |
$12.7K - $15.1K
|
81.9K
$7.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-168- 6.15% |
$12.9K - $15.3K
|
2.56K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-169- 5.51% |
$13K - $15.4K
|
2.9K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-170- 0.96% |
$13.1K - $15.5K
|
17.4K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-175- 5.19% |
$13.4K - $16K
|
3.2K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-178- 3.62% |
$13.7K - $16.2K
|
4.75K
$435K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-178- 5.38% |
$13.7K - $16.2K
|
3.13K
$287K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-185- 38.54% |
$14.2K - $16.9K
|
295
$27K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-193- 7.4% |
$14.8K - $17.6K
|
2.42K
$221K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-194- 0.36% |
$14.9K - $17.7K
|
54.4K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-200- 0.79% |
$15.4K - $18.3K
|
25K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-200- 19.23% |
$15.4K - $18.3K
|
840
$76.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-200- 4.46% |
$15.4K - $18.3K
|
4.29K
$393K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-204- 0.71% |
$15.7K - $18.6K
|
28.7K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-212- 5.62% |
$16.3K - $19.3K
|
3.56K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-215- 1.49% |
$16.5K - $19.6K
|
14.2K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-216- 1.85% |
$16.6K - $19.7K
|
11.5K
$1.05M
|