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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
348New |
$26.7K - $31.8K
|
348
$30.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
342+ 9.48% |
$26.3K - $31.2K
|
3.95K
$348K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
329+ 1.24% |
$25.3K - $30K
|
26.8K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
325+ 7.56% |
$25K - $29.7K
|
4.62K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
305+ 10.79% |
$23.4K - $27.8K
|
3.13K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
285+ 1.05% |
$21.9K - $26K
|
27.4K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
279+ 5.37% |
$21.4K - $25.5K
|
5.48K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
275+ 5.64% |
$21.1K - $25.1K
|
5.15K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
253+ 0.22% |
$19.4K - $23.1K
|
117K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250+ 10.05% |
$19.2K - $22.8K
|
2.74K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
247+ 7.15% |
$19K - $22.5K
|
3.7K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
238+ 1.14% |
$18.3K - $21.7K
|
21.1K
$1.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
234+ 3.26% |
$18K - $21.4K
|
7.4K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
227+ 35.52% |
$17.4K - $20.7K
|
866
$76.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
212+ 4.52% |
$16.3K - $19.3K
|
4.9K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
210+ 0.43% |
$16.1K - $19.2K
|
49.5K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
189+ 27.12% |
$14.5K - $17.2K
|
886
$78.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
176+ 0.57% |
$13.5K - $16.1K
|
31.1K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
175+ 5.27% |
$13.4K - $16K
|
3.5K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
171New |
$13.1K - $15.6K
|
171
$15.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
170+ 2.48% |
$13.1K - $15.5K
|
7.02K
$619K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
168+ 3.66% |
$12.9K - $15.3K
|
4.76K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
165+ 1.69% |
$12.7K - $15.1K
|
9.92K
$875K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
161+ 1.42% |
$12.4K - $14.7K
|
11.5K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
153+ 2.62% |
$11.8K - $14K
|
5.99K
$528K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
152+ 0.74% |
$11.7K - $13.9K
|
20.6K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
151+ 0.48% |
$11.6K - $13.8K
|
31.6K
$2.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
144New |
$11.1K - $13.1K
|
144
$12.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
140+ 2.46% |
$10.8K - $12.8K
|
5.84K
$515K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
140+ 0.73% |
$10.8K - $12.8K
|
19.4K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
137New |
$10.5K - $12.5K
|
137
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
131New |
$10.1K - $12K
|
131
$11.5K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
125+ 1.02% |
$9.6K - $11.4K
|
12.4K
$1.09M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
117+ 4.21% |
$8.99K - $10.7K
|
2.9K
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
117+ 12.04% |
$8.99K - $10.7K
|
1.09K
$96K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
116+ 2.05% |
$8.91K - $10.6K
|
5.79K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
113+ 39.37% |
$8.68K - $10.3K
|
400
$35.3K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
113+ 3.74% |
$8.68K - $10.3K
|
3.13K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
113+ 1.02% |
$8.68K - $10.3K
|
11.2K
$985K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
111+ 3.18% |
$8.53K - $10.1K
|
3.61K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
109+ 1.53% |
$8.37K - $9.95K
|
7.23K
$637K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
107+ 10.93% |
$8.22K - $9.76K
|
1.09K
$95.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
107+ 7.42% |
$8.22K - $9.76K
|
1.55K
$137K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
104+ 0.5% |
$7.99K - $9.49K
|
20.8K
$1.83M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 1.65% |
$7.68K - $9.13K
|
6.15K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
100+ 1.01% |
$7.68K - $9.13K
|
10K
$886K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
92+ 2.98% |
$7.07K - $8.4K
|
3.18K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
87+ 2.19% |
$6.68K - $7.94K
|
4.07K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
83+ 0.52% |
$6.38K - $7.57K
|
16K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
81+ 0.13% |
$6.22K - $7.39K
|
62K
$5.47M
|