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 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
80+ 1.0% |
$6.14K - $7.3K
|
8.08K
$712K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75+ 7.2% |
$5.76K - $6.84K
|
1.12K
$98.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
70+ 0.94% |
$5.38K - $6.39K
|
7.54K
$665K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
64+ 1.7% |
$4.92K - $5.84K
|
3.84K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
62+ 4.25% |
$4.76K - $5.66K
|
1.52K
$134K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
57+ 0.36% |
$4.38K - $5.2K
|
15.7K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
56+ 3.37% |
$4.3K - $5.11K
|
1.72K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 1.61% |
$4.22K - $5.02K
|
3.48K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55+ 3.7% |
$4.22K - $5.02K
|
1.54K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 0.64% |
$4.22K - $5.02K
|
8.67K
$764K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
51+ 0.52% |
$3.92K - $4.65K
|
9.91K
$874K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45New |
$3.46K - $4.11K
|
45
$3.97K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
41+ 1.55% |
$3.15K - $3.74K
|
2.69K
$237K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40+ 0.25% |
$3.07K - $3.65K
|
15.8K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
39+ 0.74% |
$3K - $3.56K
|
5.32K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
31+ 0.47% |
$2.38K - $2.83K
|
6.6K
$582K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.41% |
$2.3K - $2.74K
|
7.4K
$652K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 0.53% |
$1.84K - $2.19K
|
4.53K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
24+ 0.25% |
$1.84K - $2.19K
|
9.58K
$845K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.11% |
$1.77K - $2.1K
|
20.7K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
21+ 0.54% |
$1.61K - $1.92K
|
3.9K
$344K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.04% |
$1.54K - $1.83K
|
46.8K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16+ 0.13% |
$1.23K - $1.46K
|
12K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14+ 0.04% |
$1.08K - $1.28K
|
34.2K
$3.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 0.06% |
$1.08K - $1.28K
|
23.3K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
14+ 0.1% |
$1.08K - $1.28K
|
14.4K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
13New |
$999 - $1.19K
|
13
$1.15K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12New |
$922 - $1.1K
|
12
$1.06K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.1% |
$691 - $821
|
8.79K
$774K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
9+ 0.18% |
$691 - $821
|
4.98K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8+ 0.53% |
$614 - $730
|
1.51K
$133K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.06% |
$538 - $639
|
12.3K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.05% |
$461 - $548
|
11.2K
$984K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 0.09% |
$461 - $548
|
6.54K
$576K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.1% |
$461 - $548
|
5.76K
$508K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.17% |
$384 - $456
|
2.98K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.18% |
$384 - $456
|
2.86K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.05% |
$384 - $456
|
9.42K
$831K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4+ 0.15% |
$307 - $365
|
2.69K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.02% |
$307 - $365
|
21.1K
$1.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.12% |
$307 - $365
|
3.38K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$230 - $274
|
2.04K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$230 - $274
|
2.64K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3+ 0.04% |
$230 - $274
|
6.82K
$601K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$230 - $274
|
4.5K
$397K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.05% |
$154 - $183
|
3.66K
$323K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.01% |
$154 - $183
|
14K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.0% |
$154 - $183
|
59.8K
$5.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$154 - $183
|
3.42K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.28% |
$154 - $183
|
713
$62.9K
|