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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 1.39% |
$3.08K - $3.38K
|
2.41K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-41- 0.71% |
$3.72K - $4.08K
|
5.7K
$510K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-41- 0.41% |
$3.72K - $4.08K
|
9.95K
$890K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-41- 0.86% |
$3.72K - $4.08K
|
4.75K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-47- 1.48% |
$4.26K - $4.67K
|
3.13K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.87% |
$4.53K - $4.97K
|
5.7K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 2.44% |
$4.53K - $4.97K
|
2K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-51- 0.72% |
$4.62K - $5.07K
|
7.03K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-52- 0.71% |
$4.71K - $5.17K
|
7.31K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-54- 0.59% |
$4.9K - $5.37K
|
9.04K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 3.82% |
$4.9K - $5.37K
|
1.36K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-54- 1.49% |
$4.9K - $5.37K
|
3.57K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-56- 1.17% |
$5.08K - $5.57K
|
4.74K
$425K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-59- 0.1% |
$5.35K - $5.87K
|
57K
$5.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-60- 2.61% |
$5.44K - $5.97K
|
2.24K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-65- 1.08% |
$5.89K - $6.46K
|
5.94K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-68- 0.91% |
$6.16K - $6.76K
|
7.39K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-69- 5.41% |
$6.26K - $6.86K
|
1.21K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-70- 98.59% |
$6.35K - $6.96K
|
1
$89.5
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 0.5% |
$6.44K - $7.06K
|
14.2K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-79- 1.17% |
$7.16K - $7.86K
|
6.67K
$597K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-80- 0.92% |
$7.25K - $7.96K
|
8.63K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-81- 0.7% |
$7.34K - $8.06K
|
11.6K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-84- 0.52% |
$7.62K - $8.35K
|
16.2K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-84- 2.26% |
$7.62K - $8.35K
|
3.63K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-85- 0.6% |
$7.71K - $8.45K
|
14K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-87- 11.8% |
$7.89K - $8.65K
|
650
$58.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-89- 0.29% |
$8.07K - $8.85K
|
31.1K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-91- 0.45% |
$8.25K - $9.05K
|
20.1K
$1.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-92- 2.39% |
$8.34K - $9.15K
|
3.75K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-100- 2.56% |
$9.07K - $9.95K
|
3.8K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-101- 1.16% |
$9.16K - $10K
|
8.61K
$771K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-103- 0.92% |
$9.34K - $10.2K
|
11.1K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-103- 0.56% |
$9.34K - $10.2K
|
18.4K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-105- 1.56% |
$9.52K - $10.4K
|
6.64K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-111- 2.18% |
$10.1K - $11K
|
4.98K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-112- 1.52% |
$10.2K - $11.1K
|
7.24K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-115- 3.1% |
$10.4K - $11.4K
|
3.59K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120- 3.8% |
$10.9K - $11.9K
|
3.04K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 2.1% |
$10.9K - $11.9K
|
5.59K
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 15.0% |
$10.9K - $11.9K
|
680
$60.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-123- 25.2% |
$11.2K - $12.2K
|
365
$32.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.23% |
$11.3K - $12.4K
|
10.1K
$900K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-136- 2.08% |
$12.3K - $13.5K
|
6.4K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-142- 2.5% |
$12.9K - $14.1K
|
5.53K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-142- 1.27% |
$12.9K - $14.1K
|
11.1K
$991K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-150- 5.07% |
$13.6K - $14.9K
|
2.81K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-156- 0.3% |
$14.1K - $15.5K
|
52.2K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-157- 0.79% |
$14.2K - $15.6K
|
19.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-159- 0.27% |
$14.4K - $15.8K
|
59K
$5.28M
|