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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 38.0% |
$121K - $133K
|
4.85K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.31K+ 12.13% |
$119K - $130K
|
12.1K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 21.47% |
$116K - $128K
|
7.27K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 15.29% |
$116K - $127K
|
9.66K
$865K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.14K+ 11.08% |
$103K - $113K
|
11.4K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 22.83% |
$98.7K - $108K
|
5.86K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.08KNew |
$98.1K - $108K
|
1.08K
$96.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.07K+ 7.73% |
$97K - $106K
|
14.9K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
939+ 26.27% |
$85.1K - $93.4K
|
4.51K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
877+ 2.76% |
$79.5K - $87.2K
|
32.7K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
849+ 1.21% |
$77K - $84.4K
|
70.9K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
827New |
$75K - $82.3K
|
827
$74K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
822+ 3.66% |
$74.5K - $81.8K
|
23.3K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
817+ 10.94% |
$74.1K - $81.3K
|
8.28K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
800+ 33.22% |
$72.5K - $79.6K
|
3.21K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
785+ 24.21% |
$71.2K - $78.1K
|
4.03K
$360K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
764New |
$69.3K - $76K
|
764
$68.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
734+ 5.11% |
$66.5K - $73K
|
15.1K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 0.26% |
$63.5K - $69.6K
|
270K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
693+ 3.2% |
$62.8K - $68.9K
|
22.4K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
680+ 1.35% |
$61.6K - $67.6K
|
50.9K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
654+ 3.81% |
$59.3K - $65K
|
17.8K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
633+ 6.3% |
$57.4K - $63K
|
10.7K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
614+ 6.92% |
$55.7K - $61.1K
|
9.48K
$849K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
612+ 13.11% |
$55.5K - $60.9K
|
5.28K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
610+ 5.33% |
$55.3K - $60.7K
|
12.1K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$54.4K - $59.7K
|
600
$53.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
551+ 0.24% |
$50K - $54.8K
|
233K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
550+ 5.33% |
$49.9K - $54.7K
|
10.9K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
541+ 1.62% |
$49K - $53.8K
|
34K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
534+ 0.59% |
$48.4K - $53.1K
|
91K
$8.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
512New |
$46.4K - $50.9K
|
512
$45.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
504+ 19.0% |
$45.7K - $50.1K
|
3.16K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
500+ 20.13% |
$45.3K - $49.7K
|
2.98K
$267K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
496New |
$45K - $49.3K
|
496
$44.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
489New |
$44.3K - $48.6K
|
489
$43.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
469+ 1.46% |
$42.5K - $46.6K
|
32.6K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
464New |
$42.1K - $46.1K
|
464
$41.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
460New |
$41.7K - $45.8K
|
460
$41.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
459+ 5.04% |
$41.6K - $45.7K
|
9.57K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
428+ 9.75% |
$38.8K - $42.6K
|
4.82K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
427+ 0.21% |
$38.7K - $42.5K
|
208K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
426+ 0.46% |
$38.6K - $42.4K
|
93K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
413+ 16.97% |
$37.4K - $41.1K
|
2.85K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 21.59% |
$35.6K - $39.1K
|
2.21K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
383+ 23.79% |
$34.7K - $38.1K
|
1.99K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
368New |
$33.4K - $36.6K
|
368
$32.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
358+ 0.64% |
$32.5K - $35.6K
|
56.3K
$5.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
357+ 6.75% |
$32.4K - $35.5K
|
5.65K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
351+ 2.15% |
$31.8K - $34.9K
|
16.7K
$1.49M
|