Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-274- 3.59% |
$23.2K - $25.6K
|
7.36K
$649K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-278- 69.85% |
$23.6K - $26K
|
120
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-282- 3.26% |
$23.9K - $26.4K
|
8.38K
$739K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-284- 6.46% |
$24.1K - $26.6K
|
4.11K
$362K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-284- 2.8% |
$24.1K - $26.6K
|
9.87K
$870K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-298- 10.01% |
$25.3K - $27.9K
|
2.68K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-305- 0.92% |
$25.9K - $28.5K
|
32.9K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-312- 2.01% |
$26.5K - $29.2K
|
15.2K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-325- 5.7% |
$27.6K - $30.4K
|
5.38K
$474K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-333- 0.68% |
$28.2K - $31.1K
|
48.8K
$4.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-340- 0.77% |
$28.8K - $31.8K
|
44.1K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-343- 0.42% |
$29.1K - $32.1K
|
81.2K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-353- 10.59% |
$29.9K - $33K
|
2.98K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-371- 81.54% |
$31.5K - $34.7K
|
84
$7.41K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-383- 5.56% |
$32.5K - $35.8K
|
6.5K
$573K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-400- 5.93% |
$33.9K - $37.4K
|
6.34K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-411- 3.38% |
$34.9K - $38.4K
|
11.7K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-415- 10.07% |
$35.2K - $38.8K
|
3.71K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-417- 5.53% |
$35.4K - $39K
|
7.13K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-419- 2.67% |
$35.5K - $39.2K
|
15.3K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-422- 5.35% |
$35.8K - $39.5K
|
7.47K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-435- 7.2% |
$36.9K - $40.7K
|
5.61K
$494K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-445- 6.97% |
$37.7K - $41.6K
|
5.94K
$524K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-451- 3.62% |
$38.2K - $42.2K
|
12K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-457- 13.65% |
$38.8K - $42.7K
|
2.89K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-468- 1.04% |
$39.7K - $43.8K
|
44.4K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-488- 3.84% |
$41.4K - $45.6K
|
12.2K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-500- 4.36% |
$42.4K - $46.8K
|
11K
$967K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-533- 2.45% |
$45.2K - $49.9K
|
21.2K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-551- 13.89% |
$46.7K - $51.5K
|
3.42K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-553- 1.1% |
$46.9K - $51.7K
|
49.5K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-581- 0.61% |
$49.3K - $54.3K
|
94.2K
$8.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-585- 1.35% |
$49.6K - $54.7K
|
42.9K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-587- 6.21% |
$49.8K - $54.9K
|
8.87K
$782K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-588- 2.61% |
$49.9K - $55K
|
21.9K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-593- 1.69% |
$50.3K - $55.5K
|
34.4K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-638- 2.37% |
$54.1K - $59.7K
|
26.3K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-653- 3.2% |
$55.4K - $61.1K
|
19.8K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-659- 1.1% |
$55.9K - $61.6K
|
59.2K
$5.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-674- 16.65% |
$57.2K - $63K
|
3.37K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-685- 37.19% |
$58.1K - $64.1K
|
1.16K
$102K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-700- 5.34% |
$59.4K - $65.5K
|
12.4K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-710- 6.79% |
$60.2K - $66.4K
|
9.75K
$859K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-720- 4.86% |
$61.1K - $67.3K
|
14.1K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-740- 8.02% |
$62.8K - $69.2K
|
8.48K
$748K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-744- 6.74% |
$63.1K - $69.6K
|
10.3K
$908K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-746- 5.44% |
$63.3K - $69.8K
|
13K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-791- 24.55% |
$67.1K - $74K
|
2.43K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-886- 1.25% |
$75.1K - $82.9K
|
70.1K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-891- 6.87% |
$75.6K - $83.3K
|
12.1K
$1.06M
|