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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7.34K+ 7.75% |
$563K - $669K
|
102K
$8.99M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.86K+ 23.42% |
$527K - $626K
|
36.2K
$3.19M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.62KNew |
$508K - $604K
|
6.62K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.44KNew |
$495K - $588K
|
6.44K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.34KNew |
$487K - $579K
|
6.34K
$559K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.33KNew |
$486K - $577K
|
6.33K
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.21K+ 1057.75% |
$477K - $567K
|
6.8K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6K+ 3.86% |
$461K - $548K
|
162K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6K+ 74.92% |
$461K - $548K
|
14K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.85KNew |
$450K - $534K
|
5.85K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.8K+ 2.36% |
$445K - $529K
|
251K
$22.2M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.78KNew |
$444K - $527K
|
5.78K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.78K+ 1794.1% |
$444K - $527K
|
6.1K
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.65K+ 0.94% |
$434K - $515K
|
608K
$53.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.63KNew |
$433K - $514K
|
5.63K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.42K+ 41.33% |
$416K - $495K
|
18.5K
$1.63M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.41KNew |
$415K - $493K
|
5.41K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.22K+ 2.71% |
$401K - $476K
|
198K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.99K+ 40.7% |
$383K - $455K
|
17.2K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.8KNew |
$369K - $438K
|
4.8K
$423K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.78KNew |
$367K - $436K
|
4.78K
$421K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.49KNew |
$345K - $410K
|
4.49K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.32K+ 27.96% |
$332K - $394K
|
19.8K
$1.74M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.31KNew |
$331K - $393K
|
4.31K
$380K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.21KNew |
$323K - $384K
|
4.21K
$371K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.16K+ 0.06% |
$319K - $379K
|
6.67M
$588M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.16K+ 0.06% |
$319K - $379K
|
6.67M
$588M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.1K+ 4.01% |
$315K - $374K
|
106K
$9.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 1.91% |
$312K - $370K
|
217K
$19.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.01KNew |
$308K - $366K
|
4.01K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.96KNew |
$304K - $361K
|
3.96K
$349K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.93K+ 7.04% |
$302K - $359K
|
59.8K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.93K+ 0.87% |
$302K - $359K
|
455K
$40.1M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.82K+ 25.12% |
$294K - $349K
|
19K
$1.68M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.7K+ 53.36% |
$284K - $337K
|
10.6K
$937K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.69K+ 9.78% |
$283K - $336K
|
41.4K
$3.65M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.59KNew |
$276K - $328K
|
3.59K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.49KNew |
$268K - $319K
|
3.49K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.48KNew |
$267K - $317K
|
3.48K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.35KNew |
$257K - $306K
|
3.35K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.33K+ 72.11% |
$255K - $303K
|
7.94K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.27KNew |
$251K - $299K
|
3.27K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.2KNew |
$246K - $292K
|
3.2K
$282K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.2KNew |
$246K - $292K
|
3.2K
$282K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.19KNew |
$245K - $291K
|
3.19K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.15K+ 16.44% |
$242K - $288K
|
22.3K
$1.97M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.13KNew |
$241K - $286K
|
3.13K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.12K+ 4457.14% |
$240K - $285K
|
3.19K
$281K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.05KNew |
$234K - $278K
|
3.05K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.04KNew |
$234K - $277K
|
3.04K
$268K
|