Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.32K- 3.04% |
$452K - $498K
|
170K
$14.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.63K- 7.45% |
$477K - $526K
|
69.9K
$6.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-6.1K- 1.0% |
$517K - $570K
|
602K
$53.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.23K- 20.41% |
$529K - $583K
|
24.3K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.46K- 0.77% |
$548K - $604K
|
834K
$73.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.02K- 5.37% |
$596K - $657K
|
124K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.01K- 1.06% |
$679K - $749K
|
750K
$66.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.09K- 18.59% |
$686K - $756K
|
35.4K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8.5K- 3.77% |
$721K - $795K
|
217K
$19.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.6K- 46.31% |
$730K - $805K
|
9.98K
$879K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.68K- 13.44% |
$736K - $812K
|
55.9K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-9.39K- 3.27% |
$797K - $879K
|
278K
$24.5M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10.1K- 18.41% |
$859K - $947K
|
44.9K
$3.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.1K- 74.76% |
$860K - $949K
|
3.42K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11K- 28.96% |
$931K - $1.03M
|
26.9K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.5K- 55.47% |
$972K - $1.07M
|
9.2K
$811K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.7K- 5.71% |
$1.08M - $1.19M
|
210K
$18.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13.9K- 70.9% |
$1.18M - $1.3M
|
5.71K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15.1K- 59.39% |
$1.28M - $1.41M
|
10.3K
$908K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-15.1K- 14.68% |
$1.28M - $1.41M
|
87.7K
$7.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-16.3K- 7.08% |
$1.38M - $1.52M
|
214K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17K- 3.51% |
$1.44M - $1.59M
|
467K
$41.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-17.7K- 84.93% |
$1.5M - $1.65M
|
3.14K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-18.1K- 16.22% |
$1.53M - $1.69M
|
93.2K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21K- 45.49% |
$1.78M - $1.96M
|
25.2K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21.7K- 9.29% |
$1.84M - $2.03M
|
212K
$18.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31.2K- 4.05% |
$2.65M - $2.92M
|
738K
$65.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-32.3K- 50.12% |
$2.74M - $3.03M
|
32.2K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.6K- 6.7% |
$2.93M - $3.24M
|
482K
$42.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36.5K- 6.93% |
$3.09M - $3.41M
|
490K
$43.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-45.6K- 50.09% |
$3.86M - $4.26M
|
45.4K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53.2K- 9.19% |
$4.51M - $4.97M
|
526K
$46.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56K- 77.64% |
$4.75M - $5.24M
|
16.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-93.5K- 14.1% |
$7.93M - $8.75M
|
570K
$50.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-94.5K- 6.22% |
$8.01M - $8.84M
|
1.42M
$126M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-98.8K- 74.7% |
$8.38M - $9.24M
|
33.5K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.9K- 27.29% |
$8.48M - $9.35M
|
266K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-110K- 50.0% |
$9.32M - $10.3M
|
110K
$9.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-116K- 98.07% |
$9.84M - $10.8M
|
2.29K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-140K- 35.97% |
$11.9M - $13.1M
|
250K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-182K- 12.6% |
$15.4M - $17M
|
1.26M
$111M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-249K- 99.88% |
$21.1M - $23.3M
|
296
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-313K- 4.42% |
$26.5M - $29.2M
|
6.76M
$596M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-981K- 36.44% |
$83.2M - $91.7M
|
1.71M
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.38M- 40.31% |
$117M - $130M
|
2.05M
$181M
|