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 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-9.42K- 25.07% |
$854K - $937K
|
28.2K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-10.7K- 19.69% |
$966K - $1.06M
|
43.5K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.8K- 73.98% |
$980K - $1.08M
|
3.8K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.9K- 77.03% |
$984K - $1.08M
|
3.24K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.4K- 2.33% |
$1.03M - $1.13M
|
479K
$42.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 77.16% |
$1.11M - $1.22M
|
3.63K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12.3K- 5.82% |
$1.12M - $1.23M
|
199K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.4K- 17.71% |
$1.12M - $1.23M
|
57.5K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 2.83% |
$1.2M - $1.31M
|
454K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.4K- 33.45% |
$1.21M - $1.33M
|
26.6K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-14.8K- 62.67% |
$1.34M - $1.47M
|
8.79K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17.3K- 73.55% |
$1.57M - $1.72M
|
6.23K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 71.9% |
$1.59M - $1.74M
|
6.85K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17.7K- 6.38% |
$1.61M - $1.76M
|
260K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.4K- 55.1% |
$1.67M - $1.83M
|
15K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 46.86% |
$1.82M - $1.99M
|
22.7K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.1K- 25.07% |
$1.82M - $2M
|
60K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-21.6K- 16.92% |
$1.96M - $2.15M
|
106K
$9.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.3K- 21.61% |
$2.11M - $2.32M
|
84.5K
$7.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.5K- 11.22% |
$2.13M - $2.34M
|
186K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.3K- 24.83% |
$2.38M - $2.62M
|
79.6K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 88.24% |
$2.48M - $2.72M
|
3.64K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-28.8K- 21.58% |
$2.61M - $2.87M
|
105K
$9.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 1.69% |
$2.64M - $2.89M
|
1.69M
$151M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.64M - $2.9M
|
41.2K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 11.13% |
$2.69M - $2.95M
|
237K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-30.2K- 81.46% |
$2.74M - $3.01M
|
6.88K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-30.3K- 15.12% |
$2.74M - $3.01M
|
170K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31K- 1.4% |
$2.81M - $3.09M
|
2.19M
$196M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.4K- 98.66% |
$2.85M - $3.13M
|
427
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.2K- 6.17% |
$3.19M - $3.5M
|
534K
$47.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.8K- 1.99% |
$3.7M - $4.06M
|
2.01M
$180M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.5K- 6.18% |
$4.4M - $4.83M
|
737K
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48.9K- 91.18% |
$4.43M - $4.86M
|
4.73K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.9K- 19.09% |
$4.52M - $4.96M
|
212K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-67.3K- 92.96% |
$6.11M - $6.7M
|
5.1K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-70.5K- 4.95% |
$6.39M - $7.01M
|
1.35M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-73.8K- 1.99% |
$6.69M - $7.34M
|
3.63M
$325M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.9K- 93.31% |
$6.79M - $7.45M
|
5.37K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-116K- 13.86% |
$10.5M - $11.5M
|
721K
$64.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119K- 31.07% |
$10.8M - $11.8M
|
264K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-125K- 55.87% |
$11.3M - $12.4M
|
98.8K
$8.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-145K- 89.77% |
$13.1M - $14.4M
|
16.5K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-174K- 11.89% |
$15.8M - $17.3M
|
1.29M
$115M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-188K- 89.76% |
$17.1M - $18.7M
|
21.5K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-251K- 47.65% |
$22.7M - $24.9M
|
275K
$24.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-312K- 4.62% |
$28.3M - $31.1M
|
6.44M
$577M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-591K- 19.54% |
$53.6M - $58.8M
|
2.43M
$218M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-616K- 93.39% |
$55.8M - $61.3M
|
43.6K
$3.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-736K- 99.64% |
$66.7M - $73.2M
|
2.69K
$241K
|