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
|
Mascoma Wealth Management LLC
|
BUY
|
- |
65New |
$5.89K - $6.46K
|
65
$5.82K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
65+ 1.75% |
$5.89K - $6.46K
|
3.78K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62+ 2.82% |
$5.62K - $6.17K
|
2.26K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 300.0% |
$5.44K - $5.97K
|
80
$7.16K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
52+ 2.27% |
$4.71K - $5.17K
|
2.34K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.29% |
$4.71K - $5.17K
|
2.32K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
51+ 2.12% |
$4.62K - $5.07K
|
2.46K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
51+ 7.08% |
$4.62K - $5.07K
|
771
$69K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
50+ 0.38% |
$4.53K - $4.97K
|
13.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
46+ 16.67% |
$4.17K - $4.58K
|
322
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 1.68% |
$4.08K - $4.48K
|
2.73K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
45+ 0.72% |
$4.08K - $4.48K
|
6.3K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
42+ 0.16% |
$3.81K - $4.18K
|
26.4K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.48% |
$3.63K - $3.98K
|
8.29K
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39+ 40.63% |
$3.54K - $3.88K
|
135
$12.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
38New |
$3.45K - $3.78K
|
38
$3.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 1.27% |
$3.35K - $3.68K
|
2.96K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
37+ 0.24% |
$3.35K - $3.68K
|
15.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34+ 3.52% |
$3.08K - $3.38K
|
1K
$89.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.09% |
$2.9K - $3.18K
|
36.7K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
30+ 0.46% |
$2.72K - $2.98K
|
6.62K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.13% |
$2.27K - $2.49K
|
19.8K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23+ 0.39% |
$2.09K - $2.29K
|
5.91K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 0.11% |
$1.81K - $1.99K
|
18.3K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20+ 0.05% |
$1.81K - $1.99K
|
37.7K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18+ 0.22% |
$1.63K - $1.79K
|
8.08K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
17+ 0.14% |
$1.54K - $1.69K
|
11.8K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.11% |
$1.54K - $1.69K
|
15.1K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.22% |
$1.54K - $1.69K
|
7.77K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
16+ 0.2% |
$1.45K - $1.59K
|
7.92K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
15+ 0.48% |
$1.36K - $1.49K
|
3.15K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.1% |
$1.27K - $1.39K
|
13.9K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.14% |
$1.27K - $1.39K
|
10.1K
$904K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
13+ 0.07% |
$1.18K - $1.29K
|
19.4K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$1.18K - $1.29K
|
4.52K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
13+ 0.19% |
$1.18K - $1.29K
|
6.97K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$997 - $1.09K
|
8.58K
$768K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10+ 0.34% |
$907 - $995
|
2.96K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$907 - $995
|
10
$895
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$816 - $895
|
6.27K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$816 - $895
|
9
$806
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$816 - $895
|
14.5K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.23% |
$725 - $796
|
3.42K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.03% |
$635 - $696
|
21.2K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.07% |
$635 - $696
|
9.44K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6+ 0.22% |
$544 - $597
|
2.71K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6+ 0.09% |
$544 - $597
|
6.79K
$608K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$453 - $497
|
11.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.02% |
$453 - $497
|
26.8K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.11% |
$453 - $497
|
4.52K
$405K
|