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
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$84.8 - $93.5
|
4.6K
$406K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3- 0.08% |
$254 - $281
|
3.99K
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 0.31% |
$339 - $374
|
1.28K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-6- 0.03% |
$509 - $561
|
18.1K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8- 0.08% |
$678 - $748
|
9.43K
$831K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9- 0.06% |
$763 - $842
|
14.4K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$848 - $935
|
11.2K
$988K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-10- 0.06% |
$848 - $935
|
18K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10- 0.34% |
$848 - $935
|
2.9K
$256K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 0.07% |
$848 - $935
|
14.3K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-10- 0.38% |
$848 - $935
|
2.64K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.14% |
$848 - $935
|
6.95K
$613K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 0.09% |
$1.44K - $1.59K
|
18.1K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-20- 0.4% |
$1.7K - $1.87K
|
4.98K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21- 0.86% |
$1.78K - $1.96K
|
2.43K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-24- 1.04% |
$2.04K - $2.24K
|
2.29K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-24- 1.52% |
$2.04K - $2.24K
|
1.56K
$138K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-24- 1.01% |
$2.04K - $2.24K
|
2.35K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.5% |
$2.37K - $2.62K
|
1.84K
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-29- 4.55% |
$2.46K - $2.71K
|
608
$53.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-29- 0.29% |
$2.46K - $2.71K
|
10.1K
$889K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.38% |
$2.54K - $2.81K
|
7.91K
$697K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-33- 0.21% |
$2.8K - $3.09K
|
15.6K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-34- 3.13% |
$2.88K - $3.18K
|
1.05K
$92.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-34- 1.48% |
$2.88K - $3.18K
|
2.27K
$200K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-34- 0.05% |
$2.88K - $3.18K
|
69.2K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 0.84% |
$2.88K - $3.18K
|
3.99K
$352K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-35- 1.47% |
$2.97K - $3.27K
|
2.35K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-35- 0.8% |
$2.97K - $3.27K
|
4.32K
$381K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-36- 0.54% |
$3.05K - $3.37K
|
6.59K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-44- 0.24% |
$3.73K - $4.12K
|
18.5K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.89% |
$4.24K - $4.68K
|
5.59K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-50- 0.16% |
$4.24K - $4.68K
|
31.3K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-50- 14.29% |
$4.24K - $4.68K
|
300
$26.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-52- 4.25% |
$4.41K - $4.86K
|
1.17K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-57- 1.82% |
$4.83K - $5.33K
|
3.08K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-58- 0.83% |
$4.92K - $5.43K
|
6.96K
$613K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-59- 92.19% |
$5K - $5.52K
|
5
$441
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-61- 49.59% |
$5.17K - $5.71K
|
62
$5.47K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-62- 1.38% |
$5.26K - $5.8K
|
4.43K
$390K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 0.97% |
$5.94K - $6.55K
|
7.16K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-71- 1.26% |
$6.02K - $6.64K
|
5.56K
$490K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-74- 6.86% |
$6.28K - $6.92K
|
1.01K
$88.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-75- 15.79% |
$6.36K - $7.02K
|
400
$35.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-75- 0.34% |
$6.36K - $7.02K
|
21.9K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-77- 2.26% |
$6.53K - $7.2K
|
3.33K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-79- 2.64% |
$6.7K - $7.39K
|
2.92K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-80- 0.35% |
$6.78K - $7.48K
|
22.8K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$6.78K - $7.48K
|
7.91K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-81- 0.16% |
$6.87K - $7.58K
|
50.2K
$4.43M
|