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 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-219- 0.68% |
$16.8K - $20K
|
32.1K
$3.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-226- 3.48% |
$17.4K - $20.6K
|
6.26K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-226- 4.08% |
$17.4K - $20.6K
|
5.31K
$497K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-228- 15.0% |
$17.5K - $20.8K
|
1.29K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-237- 1.13% |
$18.2K - $21.6K
|
20.7K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-240- 4.13% |
$18.4K - $21.9K
|
5.57K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-242- 12.3% |
$18.6K - $22.1K
|
1.73K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-246- 0.56% |
$18.9K - $22.4K
|
44K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-258- 1.86% |
$19.8K - $23.5K
|
13.6K
$1.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-259- 2.9% |
$19.9K - $23.6K
|
8.69K
$813K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-260- 1.36% |
$20K - $23.7K
|
18.8K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-261- 1.56% |
$20K - $23.8K
|
16.5K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-264- 4.44% |
$20.3K - $24.1K
|
5.68K
$531K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-267- 7.2% |
$20.5K - $24.4K
|
3.44K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-276- 28.45% |
$21.2K - $25.2K
|
694
$64.9K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-276- 0.17% |
$21.2K - $25.2K
|
159K
$14.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-284- 7.19% |
$21.8K - $25.9K
|
3.67K
$343K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-297- 1.7% |
$22.8K - $27.1K
|
17.1K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-303- 4.06% |
$23.3K - $27.6K
|
7.15K
$669K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-307- 0.32% |
$23.6K - $28K
|
95.2K
$8.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-315- 8.92% |
$24.2K - $28.7K
|
3.22K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-320- 25.4% |
$24.6K - $29.2K
|
940
$87.9K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-327- 1.64% |
$25.1K - $29.8K
|
19.6K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-336- 7.38% |
$25.8K - $30.7K
|
4.22K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-337- 4.2% |
$25.9K - $30.8K
|
7.68K
$718K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-340- 10.65% |
$26.1K - $31K
|
2.85K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-349- 8.03% |
$26.8K - $31.8K
|
4K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-350- 3.23% |
$26.9K - $31.9K
|
10.5K
$980K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-355- 2.4% |
$27.3K - $32.4K
|
14.4K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-372- 61.59% |
$28.6K - $33.9K
|
232
$21.7K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-379- 0.69% |
$29.1K - $34.6K
|
54.8K
$5.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-383- 1.8% |
$29.4K - $34.9K
|
20.9K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-385- 5.26% |
$29.6K - $35.1K
|
6.94K
$649K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-400- 13.28% |
$30.7K - $36.5K
|
2.61K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-400- 37.04% |
$30.7K - $36.5K
|
680
$63.6K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-412- 3.86% |
$31.6K - $37.6K
|
10.3K
$959K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-429- 1.49% |
$33K - $39.1K
|
28.4K
$2.66M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-439- 7.03% |
$33.7K - $40.1K
|
5.81K
$543K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-448- 1.35% |
$34.4K - $40.9K
|
32.7K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-450- 2.03% |
$34.6K - $41.1K
|
21.8K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-455- 16.63% |
$34.9K - $41.5K
|
2.28K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-455- 5.34% |
$34.9K - $41.5K
|
8.07K
$755K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-467- 2.92% |
$35.9K - $42.6K
|
15.5K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-470- 1.1% |
$36.1K - $42.9K
|
42.3K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-489- 4.01% |
$37.6K - $44.6K
|
11.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-496- 0.3% |
$38.1K - $45.3K
|
162K
$15.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-499- 6.78% |
$38.3K - $45.5K
|
6.86K
$642K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$38.4K - $45.6K
|
500
$46.8K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-501- 1.42% |
$38.5K - $45.7K
|
34.7K
$3.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-549- 4.33% |
$42.2K - $50.1K
|
12.1K
$1.14M
|