Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 7.06% |
$97.2K - $107K
|
14.1K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.09K- 21.25% |
$99.1K - $109K
|
4.05K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.2K- 6.65% |
$109K - $119K
|
16.8K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.2K- 1.31% |
$109K - $119K
|
90.7K
$7.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.36K- 3.49% |
$123K - $135K
|
37.7K
$3.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.48K- 30.49% |
$135K - $148K
|
3.38K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 12.08% |
$136K - $149K
|
10.9K
$963K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.51K- 3.09% |
$137K - $150K
|
47.3K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.6K- 7.66% |
$145K - $159K
|
19.3K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 22.03% |
$149K - $163K
|
5.8K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.71K- 73.43% |
$155K - $170K
|
619
$54.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.75K- 2.45% |
$159K - $174K
|
69.5K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.76K- 3.56% |
$159K - $175K
|
47.6K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.81K- 11.23% |
$164K - $180K
|
14.3K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 2.83% |
$167K - $183K
|
63.3K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.87K- 18.58% |
$170K - $186K
|
8.21K
$724K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 43.99% |
$171K - $188K
|
2.4K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.92K- 3.35% |
$174K - $190K
|
55.2K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.99K- 1.34% |
$180K - $197K
|
146K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 5.95% |
$197K - $216K
|
34.3K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 6.04% |
$204K - $224K
|
35K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.25K- 1.82% |
$204K - $224K
|
122K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.44K- 0.89% |
$221K - $242K
|
272K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.61K- 1.73% |
$237K - $260K
|
148K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 15.23% |
$238K - $261K
|
14.6K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.66K- 2.42% |
$241K - $265K
|
107K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.13K- 25.09% |
$284K - $312K
|
9.35K
$825K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 99.91% |
$294K - $322K
|
3
$264
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.35K- 6.21% |
$304K - $333K
|
50.6K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.39K- 34.07% |
$307K - $337K
|
6.56K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.4K- 4.71% |
$308K - $338K
|
68.7K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.7K- 14.7% |
$335K - $368K
|
21.5K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.73K- 25.79% |
$338K - $371K
|
10.7K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.83K- 7.11% |
$347K - $380K
|
49.9K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.93K- 45.09% |
$356K - $390K
|
4.78K
$421K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.05K- 9.03% |
$367K - $403K
|
40.8K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.24K- 17.63% |
$385K - $422K
|
19.8K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.34K- 11.61% |
$394K - $432K
|
33K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.66K- 99.7% |
$423K - $464K
|
14
$1.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.75K- 30.13% |
$430K - $472K
|
11K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.28K- 2.83% |
$479K - $525K
|
181K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.62K- 12.04% |
$509K - $558K
|
41K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.74K- 0.95% |
$520K - $571K
|
596K
$52.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.86K- 5.61% |
$531K - $583K
|
98.7K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.07K- 6.45% |
$551K - $604K
|
88.1K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.17K- 26.67% |
$560K - $614K
|
17K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.65K- 4.43% |
$603K - $661K
|
143K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 69.65% |
$614K - $674K
|
2.95K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-7.19K- 69.78% |
$652K - $716K
|
3.12K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.71K- 4.55% |
$699K - $767K
|
162K
$14.3M
|