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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
271+ 2.39% |
$23K - $25.3K
|
11.6K
$1.02M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
267+ 6.62% |
$22.6K - $25K
|
4.3K
$379K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
248+ 0.4% |
$21K - $23.2K
|
62.3K
$5.49M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
241+ 1.45% |
$20.4K - $22.5K
|
16.9K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
235+ 0.95% |
$19.9K - $22K
|
24.9K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
231+ 0.09% |
$19.6K - $21.6K
|
269K
$23.7M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
229+ 27.96% |
$19.4K - $21.4K
|
1.05K
$92.4K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
222+ 0.62% |
$18.8K - $20.8K
|
36.3K
$3.2M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
210New |
$17.8K - $19.6K
|
210
$18.5K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
207+ 2.33% |
$17.6K - $19.4K
|
9.09K
$801K
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
205+ 1.06% |
$17.4K - $19.2K
|
19.6K
$1.73M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 3.88% |
$17K - $18.7K
|
5.35K
$472K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
198New |
$16.8K - $18.5K
|
198
$17.5K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
188+ 0.61% |
$15.9K - $17.6K
|
31.2K
$2.75M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
182+ 2.77% |
$15.4K - $17K
|
6.75K
$595K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
180+ 3.62% |
$15.3K - $16.8K
|
5.15K
$454K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
178+ 8.27% |
$15.1K - $16.7K
|
2.33K
$205K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
151+ 2.76% |
$12.8K - $14.1K
|
5.63K
$496K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
146+ 8.28% |
$12.4K - $13.7K
|
1.91K
$168K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
139+ 0.33% |
$11.8K - $13K
|
42.8K
$3.77M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
137+ 0.99% |
$11.6K - $12.8K
|
13.9K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
134+ 3.62% |
$11.4K - $12.5K
|
3.84K
$338K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
132New |
$11.2K - $12.3K
|
132
$11.6K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
126+ 0.4% |
$10.7K - $11.8K
|
31.8K
$2.8M
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
125+ 4.56% |
$10.6K - $11.7K
|
2.87K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
125+ 0.46% |
$10.6K - $11.7K
|
27.4K
$2.41M
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
118+ 1.06% |
$10K - $11K
|
11.2K
$988K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
116+ 0.2% |
$9.84K - $10.9K
|
57.2K
$5.04M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
113+ 1.33% |
$9.58K - $10.6K
|
8.62K
$760K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
94+ 2.11% |
$7.97K - $8.79K
|
4.55K
$401K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
93New |
$7.89K - $8.7K
|
93
$8.2K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
90New |
$7.63K - $8.42K
|
90
$7.93K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
89+ 1.1% |
$7.55K - $8.33K
|
8.17K
$720K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
82+ 1.83% |
$6.95K - $7.67K
|
4.57K
$402K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81+ 0.2% |
$6.87K - $7.58K
|
41.3K
$3.64M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 9.02% |
$6.78K - $7.48K
|
967
$85.3K
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
78+ 4.52% |
$6.62K - $7.3K
|
1.81K
$159K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
72New |
$6.11K - $6.73K
|
72
$6.35K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
71New |
$6.02K - $6.64K
|
71
$6.26K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 5.13% |
$5.85K - $6.45K
|
1.42K
$125K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
65+ 0.23% |
$5.51K - $6.08K
|
28.1K
$2.47M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
61+ 0.27% |
$5.17K - $5.71K
|
22.6K
$1.99M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
60+ 1.78% |
$5.09K - $5.61K
|
3.43K
$302K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 1.9% |
$5K - $5.52K
|
3.17K
$280K
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
58+ 0.85% |
$4.92K - $5.43K
|
6.85K
$604K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58+ 1.68% |
$4.92K - $5.43K
|
3.52K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
57+ 1.2% |
$4.83K - $5.33K
|
4.8K
$423K
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
57+ 0.35% |
$4.83K - $5.33K
|
16.2K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 1.85% |
$3.39K - $3.74K
|
2.2K
$194K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
38+ 0.24% |
$3.22K - $3.55K
|
15.7K
$1.39M
|