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 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
891+ 18.74% |
$75.6K - $83.3K
|
5.65K
$498K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
853+ 0.75% |
$72.3K - $79.8K
|
115K
$10.1M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
850+ 2.83% |
$72.1K - $79.5K
|
30.9K
$2.72M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
824+ 5.52% |
$69.9K - $77.1K
|
15.8K
$1.39M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
765+ 3.58% |
$64.9K - $71.6K
|
22.1K
$1.95M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
729+ 0.22% |
$61.8K - $68.2K
|
328K
$28.9M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
702+ 14.12% |
$59.5K - $65.7K
|
5.67K
$500K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
698New |
$59.2K - $65.3K
|
698
$61.5K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
688+ 23.99% |
$58.3K - $64.4K
|
3.56K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
600New |
$50.9K - $56.1K
|
600
$52.9K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
600+ 5.85% |
$50.9K - $56.1K
|
10.8K
$956K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
599+ 2.14% |
$50.8K - $56K
|
28.6K
$2.52M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
594+ 13.84% |
$50.4K - $55.6K
|
4.89K
$431K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
587+ 9.54% |
$49.8K - $54.9K
|
6.74K
$594K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
578+ 7.36% |
$49K - $54.1K
|
8.43K
$743K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
537+ 2.75% |
$45.5K - $50.2K
|
20.1K
$1.77M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
511+ 4.59% |
$43.3K - $47.8K
|
11.7K
$1.03M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
460+ 25.21% |
$39K - $43K
|
2.29K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
453+ 0.29% |
$38.4K - $42.4K
|
159K
$14M
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
450+ 2.04% |
$38.2K - $42.1K
|
22.5K
$1.98M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
450+ 0.54% |
$38.2K - $42.1K
|
84.5K
$7.45M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
440+ 15.6% |
$37.3K - $41.2K
|
3.26K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
435+ 8.96% |
$36.9K - $40.7K
|
5.29K
$466K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
408New |
$34.6K - $38.2K
|
408
$36K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
400New |
$33.9K - $37.4K
|
400
$35.3K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
391+ 6.82% |
$33.2K - $36.6K
|
6.13K
$540K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
388+ 0.42% |
$32.9K - $36.3K
|
91.9K
$8.1M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
386+ 4.41% |
$32.7K - $36.1K
|
9.13K
$805K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
382+ 8.45% |
$32.4K - $35.7K
|
4.9K
$432K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
381+ 8.5% |
$32.3K - $35.6K
|
4.87K
$429K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
361+ 11.56% |
$30.6K - $33.8K
|
3.48K
$307K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
349+ 11.95% |
$29.6K - $32.6K
|
3.27K
$288K
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
347+ 4.68% |
$29.4K - $32.5K
|
7.75K
$684K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
338+ 1.81% |
$28.7K - $31.6K
|
19.1K
$1.68M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
335+ 0.22% |
$28.4K - $31.3K
|
150K
$13.2M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
330New |
$28K - $30.9K
|
330
$29.1K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320+ 1.9% |
$27.1K - $29.9K
|
17.2K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
311+ 12.58% |
$26.4K - $29.1K
|
2.78K
$245K
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
311+ 7.14% |
$26.4K - $29.1K
|
4.67K
$412K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
302New |
$25.6K - $28.2K
|
302
$26.6K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
300+ 2.22% |
$25.4K - $28.1K
|
13.8K
$1.22M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
300New |
$25.4K - $28.1K
|
300
$26.4K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
296+ 8.66% |
$25.1K - $27.7K
|
3.71K
$327K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
295+ 1229.17% |
$25K - $27.6K
|
319
$28.1K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
293+ 6.52% |
$24.8K - $27.4K
|
4.79K
$422K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 100.35% |
$24.3K - $26.8K
|
571
$50.3K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
285+ 24.3% |
$24.2K - $26.7K
|
1.46K
$129K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
283New |
$24K - $26.5K
|
283
$24.9K
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
278+ 2.19% |
$23.6K - $26K
|
13K
$1.14M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
278+ 11.31% |
$23.6K - $26K
|
2.74K
$241K
|