Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.06K+ 6.2% |
$175K - $193K
|
35.3K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2K+ 1.61% |
$170K - $187K
|
126K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2K+ 22.04% |
$170K - $187K
|
11.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.95K+ 20.92% |
$166K - $183K
|
11.3K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.95K+ 13.47% |
$165K - $182K
|
16.4K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 2.16% |
$165K - $182K
|
91.8K
$8.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.84K+ 6.09% |
$156K - $172K
|
32.1K
$2.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.84K+ 221.69% |
$156K - $172K
|
2.67K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.81K+ 7.26% |
$154K - $170K
|
26.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.73K+ 7.94% |
$147K - $162K
|
23.6K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.69K+ 299.47% |
$143K - $158K
|
2.26K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.68K+ 17.91% |
$142K - $157K
|
11K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.67K+ 62.06% |
$141K - $156K
|
4.35K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 29.06% |
$141K - $156K
|
7.39K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.57K+ 11.59% |
$133K - $147K
|
15.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$133K - $147K
|
24.3K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.56K+ 598.47% |
$132K - $146K
|
1.82K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.47K+ 72.02% |
$125K - $138K
|
3.52K
$322K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.46K+ 0.79% |
$124K - $137K
|
186K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.38K+ 28.92% |
$117K - $129K
|
6.13K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 5.52% |
$112K - $123K
|
25.2K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.3K+ 17.47% |
$110K - $121K
|
8.71K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.29K+ 4.02% |
$110K - $121K
|
33.4K
$3.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.27K+ 7.97% |
$108K - $119K
|
17.2K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 0.75% |
$108K - $119K
|
170K
$15.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 26.31% |
$104K - $115K
|
5.89K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.21K+ 5.04% |
$102K - $113K
|
25.2K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.2K+ 7.53% |
$102K - $112K
|
17.1K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 0.14% |
$100K - $111K
|
838K
$76.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.12K+ 0.54% |
$95.1K - $105K
|
208K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.12K+ 13.95% |
$94.6K - $104K
|
9.12K
$835K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 12.89% |
$93.1K - $103K
|
9.62K
$881K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 5.83% |
$92.9K - $102K
|
19.9K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.09K+ 13.65% |
$92.6K - $102K
|
9.09K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.09K+ 58.44% |
$92.5K - $102K
|
2.96K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 1.01% |
$92K - $101K
|
108K
$9.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 0.92% |
$92K - $101K
|
119K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$91.6K - $101K
|
1.08K
$98.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 22.64% |
$91.1K - $100K
|
5.82K
$533K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.04K+ 3.87% |
$87.9K - $97K
|
27.9K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 46.1% |
$86.8K - $95.7K
|
3.24K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
999+ 137.79% |
$84.7K - $93.4K
|
1.72K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
964+ 25.66% |
$81.8K - $90.2K
|
4.72K
$432K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
941+ 0.91% |
$79.8K - $88K
|
105K
$9.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
924+ 8.79% |
$78.4K - $86.4K
|
11.4K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
899+ 5.16% |
$76.2K - $84.1K
|
18.3K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
891+ 18.74% |
$75.6K - $83.3K
|
5.65K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
853+ 0.75% |
$72.3K - $79.8K
|
115K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
850+ 2.83% |
$72.1K - $79.5K
|
30.9K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
824+ 5.52% |
$69.9K - $77.1K
|
15.8K
$1.44M
|