Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.93KNew |
$719K - $789K
|
7.93K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
7.83KNew |
$710K - $779K
|
7.83K
$691K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 24.75% |
$701K - $769K
|
39K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
7.58KNew |
$687K - $754K
|
7.58K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.23K+ 3.55% |
$655K - $719K
|
211K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.18KNew |
$651K - $714K
|
7.18K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.89KNew |
$625K - $685K
|
6.89K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.69K+ 26.56% |
$606K - $665K
|
31.9K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.61KNew |
$600K - $658K
|
6.61K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6.47KNew |
$587K - $644K
|
6.47K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6.46KNew |
$586K - $643K
|
6.46K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.45K+ 148.15% |
$584K - $641K
|
10.8K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.98K+ 16.09% |
$542K - $595K
|
43.2K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
5.86KNew |
$531K - $583K
|
5.86K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.82K+ 33.79% |
$528K - $579K
|
23K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5.57K+ 64.17% |
$505K - $554K
|
14.3K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.5K+ 189.46% |
$499K - $547K
|
8.4K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.43KNew |
$492K - $540K
|
5.43K
$479K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.43KNew |
$492K - $540K
|
5.43K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
5.34K+ 2.07% |
$484K - $531K
|
263K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.27K+ 112.59% |
$478K - $524K
|
9.95K
$877K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.26K+ 13.74% |
$477K - $523K
|
43.5K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 12.43% |
$473K - $519K
|
47.2K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
5.04K+ 16810.0% |
$457K - $502K
|
5.07K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
4.97KNew |
$450K - $494K
|
4.97K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.94K+ 10.31% |
$447K - $491K
|
52.8K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.93K+ 34.4% |
$447K - $491K
|
19.3K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.9KNew |
$445K - $488K
|
4.9K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.81KNew |
$436K - $479K
|
4.81K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.8K+ 13.56% |
$435K - $478K
|
40.2K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.67K+ 79.76% |
$423K - $465K
|
10.5K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.64KNew |
$420K - $461K
|
4.64K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.61KNew |
$418K - $459K
|
4.61K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.61KNew |
$417K - $458K
|
4.61K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.6K+ 2.12% |
$417K - $458K
|
221K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 35.64% |
$388K - $426K
|
16.3K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
4.14KNew |
$375K - $412K
|
4.14K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.09K+ 20.85% |
$371K - $407K
|
23.7K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.97K+ 2.81% |
$360K - $395K
|
145K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 117.52% |
$359K - $394K
|
7.34K
$647K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.82KNew |
$347K - $380K
|
3.82K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.74KNew |
$339K - $372K
|
3.74K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.65K+ 2.29% |
$331K - $363K
|
163K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.57KNew |
$324K - $355K
|
3.57K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.55KNew |
$322K - $353K
|
3.55K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.55K+ 1.33% |
$322K - $353K
|
270K
$23.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.37K+ 3.53% |
$305K - $335K
|
98.8K
$8.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.31K+ 71.96% |
$300K - $329K
|
7.91K
$697K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.3K+ 12.1% |
$299K - $328K
|
30.5K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.2KNew |
$290K - $318K
|
3.2K
$282K
|