Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 7.58% |
$115K - $137K
|
18.2K
$1.61M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.57K- 7.57% |
$121K - $143K
|
19.2K
$1.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.61K- 6.32% |
$124K - $147K
|
23.9K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.66K- 2.12% |
$128K - $152K
|
76.7K
$6.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 8.73% |
$129K - $153K
|
17.5K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.69K- 4.26% |
$130K - $154K
|
38K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.72K- 10.21% |
$132K - $157K
|
15.1K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.81K- 20.54% |
$139K - $165K
|
7K
$617K
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.92K- 1.04% |
$148K - $175K
|
183K
$16.2M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.98K- 2.38% |
$152K - $181K
|
81.3K
$7.17M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.99K- 2.38% |
$153K - $182K
|
81.5K
$7.18M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.02K- 43.8% |
$155K - $184K
|
2.59K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.28K- 2.93% |
$175K - $208K
|
75.5K
$6.65M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.39K- 1.28% |
$183K - $218K
|
184K
$16.2M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.42K- 4.65% |
$186K - $221K
|
49.7K
$4.38M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-2.43K- 17.7% |
$187K - $222K
|
11.3K
$997K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.51K- 2.07% |
$193K - $229K
|
119K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-2.52K- 43.88% |
$193K - $230K
|
3.22K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.58K- 21.79% |
$198K - $236K
|
9.27K
$817K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.76K- 3.41% |
$212K - $252K
|
78.3K
$6.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.77K- 24.1% |
$213K - $253K
|
8.73K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.8K- 95.01% |
$215K - $255K
|
147
$13K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.86K- 16.12% |
$220K - $261K
|
14.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3K- 2.84% |
$230K - $274K
|
103K
$9.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.24K- 28.62% |
$249K - $295K
|
8.07K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.77K- 49.73% |
$289K - $344K
|
3.81K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.96K- 0.64% |
$304K - $361K
|
613K
$54M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.08K- 46.33% |
$313K - $372K
|
4.72K
$416K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.29K- 8.79% |
$329K - $391K
|
44.5K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.39K- 67.9% |
$337K - $401K
|
2.08K
$183K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.45K- 56.07% |
$342K - $406K
|
3.49K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 10.12% |
$356K - $422K
|
41.1K
$3.62M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-4.63K- 13.34% |
$356K - $423K
|
30.1K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.84K- 13.4% |
$372K - $441K
|
31.3K
$2.76M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.87K- 34.97% |
$374K - $444K
|
9.05K
$798K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.02K- 6.96% |
$386K - $458K
|
67.1K
$5.92M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-5.14K- 19.19% |
$395K - $469K
|
21.7K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.21K- 1.66% |
$400K - $476K
|
308K
$27.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.25K- 5.66% |
$403K - $479K
|
87.5K
$7.71M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.25K- 2.47% |
$403K - $479K
|
207K
$18.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.73K- 1.96% |
$440K - $522K
|
286K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.27K- 2.48% |
$481K - $572K
|
246K
$21.7M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-6.41K- 38.4% |
$493K - $585K
|
10.3K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44KClosed |
$495K - $588K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.13K- 0.82% |
$624K - $742K
|
983K
$86.7M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-8.75K- 2.74% |
$672K - $798K
|
310K
$27.3M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8.76K- 38.31% |
$673K - $799K
|
14.1K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.85K- 78.4% |
$680K - $808K
|
2.44K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8.93K- 16.26% |
$686K - $815K
|
46K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.11K- 0.47% |
$700K - $831K
|
1.93M
$170M
|