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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 338.31% |
$1.04M - $1.15M
|
15.9K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.8KNew |
$1M - $1.11M
|
11.8K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.8KNew |
$1M - $1.11M
|
11.8K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 41.38% |
$992K - $1.09M
|
40K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 14.27% |
$989K - $1.09M
|
93.4K
$8.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.4KNew |
$966K - $1.07M
|
11.4K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11K+ 2.29% |
$936K - $1.03M
|
493K
$43.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
10.7K+ 8.72% |
$909K - $1M
|
134K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$898K - $990K
|
10.6K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.4K+ 14.98% |
$886K - $977K
|
80.1K
$7.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 31.28% |
$848K - $936K
|
42K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9.99K+ 22.64% |
$847K - $935K
|
54.1K
$4.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.78KNew |
$829K - $915K
|
9.78K
$862K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
7.93K+ 132.99% |
$672K - $742K
|
13.9K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.87KNew |
$668K - $736K
|
7.87K
$694K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.38K+ 315.07% |
$626K - $691K
|
9.73K
$857K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.94KNew |
$588K - $649K
|
6.94K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.88KNew |
$584K - $644K
|
6.88K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.77K+ 55.52% |
$574K - $633K
|
19K
$1.67M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.53K+ 20.1% |
$554K - $611K
|
39K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.32K+ 6.94% |
$536K - $591K
|
97.3K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.25KNew |
$530K - $585K
|
6.25K
$551K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.22K+ 151.79% |
$527K - $582K
|
10.3K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.18K+ 24.9% |
$524K - $578K
|
31K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.11KNew |
$518K - $571K
|
6.11K
$538K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.76K+ 12.35% |
$489K - $539K
|
52.4K
$4.62M
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.7K+ 123.84% |
$484K - $534K
|
10.3K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.63K+ 156.5% |
$478K - $527K
|
9.23K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.58KNew |
$473K - $522K
|
5.58K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.48K+ 5.85% |
$465K - $513K
|
99.1K
$8.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.37K+ 13.0% |
$455K - $502K
|
46.6K
$4.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.11K+ 8.2% |
$434K - $478K
|
67.5K
$5.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.97KNew |
$422K - $465K
|
4.97K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.85K+ 6.43% |
$411K - $454K
|
80.2K
$7.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.55KNew |
$386K - $426K
|
4.55K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.52KNew |
$383K - $422K
|
4.52K
$398K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.47K+ 22.36% |
$379K - $418K
|
24.5K
$2.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.42K+ 13.41% |
$375K - $414K
|
37.4K
$3.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.39KNew |
$372K - $411K
|
4.39K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.34K+ 2.72% |
$368K - $406K
|
164K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.25K+ 21.46% |
$361K - $398K
|
24.1K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.19K+ 9.24% |
$355K - $392K
|
49.6K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 28.41% |
$323K - $357K
|
17.2K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.77K+ 2.4% |
$320K - $353K
|
161K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.72K+ 23.35% |
$315K - $348K
|
19.6K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.71K+ 17.93% |
$314K - $347K
|
24.4K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.7K+ 5.38% |
$314K - $346K
|
72.4K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.66KNew |
$310K - $342K
|
3.66K
$322K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.62K+ 6.3% |
$307K - $339K
|
61.1K
$5.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.56K+ 0.74% |
$301K - $333K
|
485K
$42.7M
|