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 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
340New |
$30.8K - $33.8K
|
340
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
338New |
$30.6K - $33.6K
|
338
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
322+ 3.53% |
$29.2K - $32K
|
9.45K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
314+ 3.15% |
$28.5K - $31.2K
|
10.3K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
299+ 3.29% |
$27.1K - $29.7K
|
9.39K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
296+ 4.98% |
$26.8K - $29.4K
|
6.24K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
280+ 21.67% |
$25.4K - $27.8K
|
1.57K
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
276+ 2.5% |
$25K - $27.5K
|
11.3K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
268+ 8.05% |
$24.3K - $26.7K
|
3.6K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
262+ 8.52% |
$23.8K - $26.1K
|
3.34K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
259New |
$23.5K - $25.8K
|
259
$23.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
257+ 1.14% |
$23.3K - $25.6K
|
22.8K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
257+ 0.42% |
$23.3K - $25.6K
|
62.2K
$5.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
250+ 10.77% |
$22.7K - $24.9K
|
2.57K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
250+ 0.5% |
$22.7K - $24.9K
|
49.8K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
233New |
$21.1K - $23.2K
|
233
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
223+ 6.4% |
$20.2K - $22.2K
|
3.71K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
212+ 8.81% |
$19.2K - $21.1K
|
2.62K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
211New |
$19.1K - $21K
|
211
$18.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
205+ 13.47% |
$18.6K - $20.4K
|
1.73K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
201+ 4.76% |
$18.2K - $20K
|
4.42K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 5.79% |
$18.1K - $19.9K
|
3.65K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 9.0% |
$18.1K - $19.9K
|
2.42K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
191+ 16.37% |
$17.3K - $19K
|
1.36K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
179+ 3.92% |
$16.2K - $17.8K
|
4.74K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
175+ 0.15% |
$15.9K - $17.4K
|
115K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
171+ 0.6% |
$15.5K - $17K
|
28.8K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
168+ 0.84% |
$15.2K - $16.7K
|
20.2K
$1.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165+ 0.4% |
$15K - $16.4K
|
41.4K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
160New |
$14.5K - $15.9K
|
160
$14.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
157+ 10.77% |
$14.2K - $15.6K
|
1.62K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
150+ 14.31% |
$13.6K - $14.9K
|
1.2K
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
141+ 3.53% |
$12.8K - $14K
|
4.14K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
138New |
$12.5K - $13.7K
|
138
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
129+ 1.15% |
$11.7K - $12.8K
|
11.3K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
120+ 0.57% |
$10.9K - $11.9K
|
21.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
119+ 297.5% |
$10.8K - $11.8K
|
159
$14.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
114New |
$10.3K - $11.3K
|
114
$10.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
113+ 3.3% |
$10.2K - $11.2K
|
3.54K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
106+ 3.44% |
$9.61K - $10.5K
|
3.19K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
105+ 338.71% |
$9.52K - $10.4K
|
136
$12.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
103+ 1.04% |
$9.34K - $10.2K
|
10K
$895K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 0.29% |
$9.16K - $10K
|
34.5K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
99+ 4.01% |
$8.98K - $9.85K
|
2.57K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
98New |
$8.88K - $9.75K
|
98
$8.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
94+ 10.85% |
$8.52K - $9.35K
|
960
$85.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89New |
$8.07K - $8.85K
|
89
$7.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
84+ 2.21% |
$7.62K - $8.35K
|
3.89K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
82+ 0.61% |
$7.43K - $8.16K
|
13.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79+ 2.93% |
$7.16K - $7.86K
|
2.77K
$248K
|