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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.8MNew |
$163M - $179M
|
1.8M
$161M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
398K+ 5.87% |
$36.1M - $39.6M
|
7.18M
$642M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
390KNew |
$35.3M - $38.7M
|
390K
$34.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
387K+ 1438.53% |
$35.1M - $38.5M
|
414K
$37.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
175K+ 25.43% |
$15.9M - $17.4M
|
863K
$77.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136K+ 7.95% |
$12.3M - $13.5M
|
1.85M
$165M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 8.13% |
$9.29M - $10.2M
|
1.36M
$122M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
84.8KNew |
$7.69M - $8.43M
|
84.8K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79.5K+ 2797.96% |
$7.2M - $7.9M
|
82.3K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
73.1KNew |
$6.63M - $7.27M
|
73.1K
$6.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.5K+ 30.96% |
$5.85M - $6.42M
|
273K
$24.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
63.7KNew |
$5.78M - $6.34M
|
63.7K
$5.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.5K+ 6.04% |
$5.67M - $6.22M
|
1.1M
$98.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
58.6K+ 1134.29% |
$5.31M - $5.82M
|
63.7K
$5.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
56.7K+ 50.7% |
$5.14M - $5.64M
|
168K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.6K+ 2.89% |
$5.13M - $5.63M
|
2.02M
$180M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
53.9K+ 5.5% |
$4.88M - $5.36M
|
1.03M
$92.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
50.1KNew |
$4.54M - $4.98M
|
50.1K
$4.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.6K+ 49.83% |
$4.22M - $4.63M
|
140K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45K+ 13.7% |
$4.08M - $4.47M
|
373K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.8K+ 46.08% |
$4.07M - $4.46M
|
142K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
35.5K+ 58.92% |
$3.22M - $3.53M
|
95.7K
$8.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
34.4K+ 247.56% |
$3.12M - $3.42M
|
48.3K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
32.3K+ 4.31% |
$2.93M - $3.22M
|
782K
$70M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
29.6KNew |
$2.68M - $2.94M
|
29.6K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.8K+ 4.48% |
$2.16M - $2.37M
|
555K
$49.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
23.1KNew |
$2.09M - $2.29M
|
23.1K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.7K+ 25.17% |
$1.96M - $2.15M
|
108K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.6K+ 12.72% |
$1.95M - $2.14M
|
191K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
21.3KNew |
$1.93M - $2.12M
|
21.3K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
21K+ 8.6% |
$1.9M - $2.09M
|
265K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20KNew |
$1.81M - $1.99M
|
20K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 31.14% |
$1.79M - $1.97M
|
83.2K
$7.45M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.8K+ 1.86% |
$1.7M - $1.86M
|
1.03M
$91.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.56M - $1.71M
|
17.2K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.9KNew |
$1.53M - $1.68M
|
16.9K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 198.93% |
$1.42M - $1.56M
|
23.5K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.36M - $1.5M
|
15K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14K+ 2.21% |
$1.27M - $1.39M
|
646K
$57.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.3K+ 2.69% |
$1.21M - $1.33M
|
508K
$45.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.6KNew |
$1.14M - $1.25M
|
12.6K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.8K+ 112.57% |
$978K - $1.07M
|
20.4K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
10.5KNew |
$953K - $1.05M
|
10.5K
$941K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.2K+ 138.54% |
$928K - $1.02M
|
17.6K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.59K+ 1.95% |
$870K - $954K
|
502K
$45M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.42K+ 56.62% |
$854K - $937K
|
26.1K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
8.92KNew |
$809K - $887K
|
8.92K
$799K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.65KNew |
$784K - $860K
|
8.65K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
8.29KNew |
$751K - $824K
|
8.29K
$742K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
8.26K+ 339.42% |
$749K - $821K
|
10.7K
$957K
|